Account Manager (m/f/d)
Company Pension Plans
MUNICH
Profion GmbH is an independent broker and a boutique consulting firm for well-known business clients in the area of employee benefits with a strong focus on company pension plans (bAV).
Our DNA
As a 100% subsidiary of the SÜDVERS Group, we serve our international corporate clients in the areas of bAV, fringe benefits and HR services. Since 1998, the origin and basis of our client’s business have been primarily technology oriented US companies that shape and modernize all of our daily lives, worldwide. At Profion, we live the best of both worlds – solidity and value with an agile corporate structure and modern mindset.
Our Growth
In order to further expand our strong market position, we are looking for you as an Account Manager (m/w/d) company pension plans in Munich.
Your responsibilities
Set appointments, propose, DO.
That’s how we work!
- Supporting and advising our clients as a technical expert for company pension plans
- Participation in clients meetings on products and their operational implementation
- Direct contact for individual questions at beneficiary level
- Portfolio management system as well as creation and verification of reports, benefit statements, certificates and notifications (e.g. PSV notifications)
- Support with invoicing our corporate clients
- Collaboration on overarching projects, e.g. process optimization or digitalization
Your Profile
Personality > Skills
- Insurance business training and / or business or natural science studies
- Ideally experience and expertise in the field of occupational pension plans
- Very good German and English, both at least B2 level
- Ability to work in a team
- Commitment and client orientation
- Systematically clean and independent work
- Very confident handling of MS Office
Our Offer
Yoga, fitness and the greatest welcome box
- Attractive fixed compensation
- Additional various insured benefits (bAV, accident insurance, death and disability insurance, insurance coverage on business trips)
- Differentiated work (time) models (part-time options, flexible working hours, hybrid working) and over 30 days of vacation
- Attractive and centrally located office space
- First-class technology and equipment
- Excellent training and development opportunities in an appreciative environment
- International client environment, international team
- Modern and informal working atmosphere
