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Urs Zuber

CEO
+41 41 226 12 26
urs.zuber@ozp.ch
Register no. 11586

Educational background

Swiss Certified Insurance Specialist
Financial Planner with Swiss Federal Certificate

Background and areas of expertise

Urs Zuber has worked in the insurance sector for 40 years and has extensive experience in the fields of property insurance and personal insurance, in particular with regard to BVG occupational pension provision. He acquired this know-how in previous positions held with companies including an international insurance company in French-speaking Switzerland and a broker in London. He founded Odermatt Zuber & Partner AG in 2000 with partner Jörg Odermatt.

Jörg Odermatt

Member of the Board of Directors
Register no. 11728

Educational background

Higher Commercial Management College (HKG)
Specialist Occupational Benefits Manager with Swiss Federal Certificate
Social Insurance Specialist with Swiss Federal Certificate
Financial Planner with Swiss Federal Certificate

Background and areas of expertise

Jörg Odermatt is a proven specialist in complex executive pension scheme solutions. He established Odermatt Zuber & Partner AG in 2000 alongside partner Urs Zuber. That same year, he co-founded PensExpert AG, which has developed into a leading organization for customized retirement solutions in the Swiss pensions market. Jörg Odermatt is a Board Delegate and the CEO of PensExpert AG.

Carlo Zgraggen

Account Executive
+41 41 226 12 30
carlo.zgraggen@ozp.ch
Register no. 30150

Educational background

Financial Planner with Swiss Federal Certificate

Background and areas of expertise

Carlo Zgraggen specializes in customized retirement solutions, executive solutions, and financial and pension planning. He brings with him over 10 years of experience in the areas of health, individual life and group life insurance. After completing his training at what was then ELVIA in Altdorf, Carlo Zgraggen spent two years at Raiffeisenbank Goldau and held a number of other positions, including field representative for SwissLife in Stans. Between 2012 and 2015 he worked for our in-house partner PensExpert AG.

Stephan Simmen

Account Executive
+41 41 226 12 31
stephan.simmen@ozp.ch
Register no. 29238

Educational background

Insurance Specialist with Swiss Federal Certificate

Background and areas of expertise

Stephan Simmen completed his training at the general agency of the company formerly known as Alpina (now Zürich) in Lucerne. Between 1999 and 2013 he gained experience as an underwriter in the Liability and Financial Lines divisions at AXA and Zürich in Lucerne and Zurich. He then spent two years working as an expert and head auditor in various divisions at a major broker in Zurich. His areas of expertise include liability insurance, as well as financial and special lines (crime, cyber insurance, directors’ and officers’ liability).

Nadine Rauchenstein

Technical Support and Customer Advisor
+41 41 226 12 28
nadine.rauchenstein@ozp.ch

Educational background

Training to become a Swiss Certified Insurance Executive

Background and areas of expertise

Nadine Rauchenstein acquired her grounding as an expert during the 3 years she spent in the Claims Department at Suva, Lucerne. After completing her training, from 2015 she worked in the personal insurance claims processing department (including recourse) at AXA in Zurich. Nadine Rauchenstein specializes in the areas of accident insurance (UVG), supplementary accident insurance (UVG-Z) and daily sickness benefit insurance (KTG) and, thanks to her background, has developed into an accomplished all-round advisor.

Lorena Simeon

Technical Support and Customer Advisor
+41 41 226 12 29
lorena.simeon@ozp.ch

Educational background

Training to become a Social Insurance Specialist with Swiss Federal Certificate

Background and areas of expertise

Lorena Simeon entered the insurance sector through a period of training at the pension fund at Integral in Thusis in the canton of Graubünden. She then spent a year at Swissbroke AG in Chur, working at the centre of expertise for the second pillar. This was followed by several years at the vested benefits foundation of our in-house partner PensExpert AG. Her core specialism is BVG occupational pension provision.