Specialist for claims processing in company pension schemes (m/f/d)
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 a specialist for claims processing in the occupational pension scheme (m/f/d) at our Munich location. You will be part of our two-person accounting team and, as an interface to our account managers and beneficiaries, will play a key role in further developing and expanding the structure of central claims processing. We look forward to your creative enthusiasm and active cooperation.
Your responsibilities
Set appointments, propose, DO.
That’s how we work!
- Recording, processing and checking all benefit cases (pensions or lump-sum payments) in the portfolio management system
- Exchange of information and data reconciliation with all parties concerned (account management, beneficiaries, (former) employers, health insurance funds, authorities, support for the portfolio management system, tax consultant (payroll office), reinsurer)
- Maintenance, development and expansion of pensioner administration in the portfolio management system
- Control of payments via DATEV, checking and reconciliation with accounting in payment transactions
- Involvement in cross-team special projects
Your Profile
Personality > Skills
- Completed commercial training, for example in insurance, health insurance or taxation, or relevant studies or specialist further training
- Professional experience in claims processing in the life sector, ideally in occupational pension schemes with a pension service provider
- Professional experience in payroll accounting desirable
- Affinity for numbers, analytical strength and accuracy
- Independence, commitment and a high level of service orientation
- Fluent German and good English
- Proficient in the use of relevant IT applications (MS Office, portfolio management, tax and duty management, CRM systems), experience with DATEV highly desirable
Our Offer
Yoga, fitness and the greatest welcome box
- Attractive fixed remuneration without commission model
- Company pension scheme with attractive matching plan and incl. death and disability cover
- Differentiated working models (part-time options, very flexible working hours, hybrid working)
- 30 days vacation plus additional days off
- Attractive and centrally located office space
- First-class technology and office equipment
- Generous training budget, good development opportunities in an appreciative environment
- International client environment and team
- Modern and informal working atmosphere
- Joint sports activities and get-togethers on offer
*Another brief explanation from us: Everyone involved should feel equally comfortable in our application processes. That’s why we conduct all interviews in which we get to know each other “on a first-name basis”. Within Profion, however, we live a respectful “you” culture, which is why we deliberately formulate our job advertisements in this way.
