Multi-Skilled Servicing Professional
1 week ago
Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
ResponsibilitiesProduct/Service InformationProvide advanced product/service information.
Customer Order ProcessingRecord and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer IssuesRespond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / ProspectingMake calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) DataEnter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
RenewalsProvide exceptional service to customers to encourage continued use of the organization's products/services.
Operational ComplianceDevelop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability BuildingDevelop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Requirements: Skills, Qualifications and Experience required
- Matric essential
 - Post matric qualification will be advantageous
 - Old Mutual administrative experience of 1- 2 year will be advantageous
 - In depth knowledge of PF, MFC and Customer products and processes will be advantageous
 - Excellent verbal and written communication skills
 - Ability to work under pressure
 - Must be team orientated
 - Good judgment and problem-solving skills
 - Computer literate i.e. MS Office and good typing skills
 - Sound knowledge of Old Mutual systems i.e BANCS, BIZAGI, Outlook, CMOS is imperative
 
Competencies
- Client Focus
 - Gaining Commitment
 - Initiating Action
 - Ownership
 - Technical Knowledge (Bancs/Bizagi/CMOS)
 
Skills
Client-Focused, Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Detail-Oriented, Digital Consumer Engagement, Identifying Sales Opportunities, Microsoft Office, Multitasking, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Taking Initiative, Taking Ownership, Team Player, Technical Knowledge, Technical Skills, UpsellingCompetencies
Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble LearningEducation
Matriculation Certificate (Matric) (Required)Closing Date
19 September 2025 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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