Roger Merkli
Glis
Summary
Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Insurance Consultant
GVB Privatversicherungen AG
Ittigen
06.2018 - Current
- Developed client-specific insurance plans tailored to individual needs and preferences.
- Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
- Provided ongoing customer service support, responding to inquiries in a timely manner.
- Monitored renewal dates to ensure that policies are updated as required.
Insurance Consultant
Allianz Suisse
Thun
01.2016 - 06.2018
- Developed client-specific insurance plans tailored to individual needs and preferences.
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Developed strategies for optimizing pension plan contributions and minimizing expenses.
- Conducted research into new investment opportunities for pension funds.
Bodyguard
Freelance
Thun
02.2013 - 12.2016
Chief Metal Constructer
Daniel Ruchti AG
Thun
01.2015 - 01.2016
Chief Metal Constructor
4B Fassaden AG
Hochdorf
01.2010 - 12.2015
Assistant Chief Metal Constructor
4B Fassaden AG
Hochdorf
01.2007 - 12.2015
Security Officer Supervisor
LF-Security GmbH
Lerchenfeld
01.2012 - 12.2014
Heating, Ventilation, and Air Conditioning Installer
Axima AG
Bern
03.2007 - 12.2007
Window and Door Installer
Steimle Fenster AG
Bern
01.2007 - 03.2007
Stage Builder
Thunerseespiele
Thun
04.2006 - 12.2006
Metal Constructor
Real AG
Lerchenfeld
01.2005 - 03.2005
Machine Assembler
USM
Münsigen
11.2004 - 03.2005
Metal Constructor
MEBA AG
Kirchberg
01.2004 - 11.2004
Apprentice Metal Constructor
Meta Build Inc.
Sydney
01.2000 - 12.2003
Education
High School Diploma -
NSHS, Narrabeen ( Narrabeen Sports High School)
Narrabeen, Australia12-1999
Primary School -
Nungaru Primary School
Nungaru, New ZealandPrimary School
Neufeld Primary School
Thund, SwitzerlandSkills
- Networking and relationship building
- Policy analysis
- Policy sales
- Premium calculation
- Client needs analysis
- Networking skills
- Manage renewals
- Product Knowledge
- Cross selling
- Property insurance
- Portfolio Management
- Health insurance
Affiliations
- Fitness
- Diving
- Travel
- Paragliding
Languages
English
First Language
German
Upper Intermediate (B2)
B2
Accomplishments
- Best Sales four years in a row at GVB
Certification
- Forklift License, SVBL ASFL
- Horizontal Securing Training
- Security Officer Basic Course, ICS - International Combat School
- VIP Protection/Close Protection Officer Training, ICS - International Combat School
- Aerial Platform Certification, IPAF
- Allianz Academy – Sales, Pensions, Funds, Private and Business Consultancy
- VBV Insurance Consultant Specialist
Timeline
Insurance Consultant
GVB Privatversicherungen AG
06.2018 - Current
Insurance Consultant
Allianz Suisse
01.2016 - 06.2018
Chief Metal Constructer
Daniel Ruchti AG
01.2015 - 01.2016
Bodyguard
Freelance
02.2013 - 12.2016
Security Officer Supervisor
LF-Security GmbH
01.2012 - 12.2014
Chief Metal Constructor
4B Fassaden AG
01.2010 - 12.2015
Heating, Ventilation, and Air Conditioning Installer
Axima AG
03.2007 - 12.2007
Assistant Chief Metal Constructor
4B Fassaden AG
01.2007 - 12.2015
Window and Door Installer
Steimle Fenster AG
01.2007 - 03.2007
Stage Builder
Thunerseespiele
04.2006 - 12.2006
Metal Constructor
Real AG
01.2005 - 03.2005
Machine Assembler
USM
11.2004 - 03.2005
Metal Constructor
MEBA AG
01.2004 - 11.2004
Apprentice Metal Constructor
Meta Build Inc.
01.2000 - 12.2003
High School Diploma -
NSHS, Narrabeen ( Narrabeen Sports High School)
Primary School -
Nungaru Primary School
Primary School
Neufeld Primary School
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