Client Relations & Growth Specialist

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer service professional to provide solutions, manage orders, and resolve inquiries in a client-focused environment. The role emphasizes CRM data accuracy, needs assessment, and proactive relationship building across customer touchpoints.

The position leverages product knowledge to guide customers through processes, supports renewals, and adheres to regulatory and internal standards in daily operations.

Qualifications

• Strong customer focus with ability to handle inquiries professionally.
• Ability to clarify needs and provide appropriate solutions.
• Comfort with multi-level scripts and CRM data entry.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders based on predefined options.
• Respond to basic and advanced customer issues including returns and complaints.
• Make calls to develop relationships with potential customers.
• Enter relevant information into the CRM after each contact.
• Interview customers to clarify requirements using a multi-level sales script.
• Provide exceptional service to encourage renewals.
• Develop working knowledge of policies and compliance procedures.
• Participate in assessment and development activities and training.

Skills

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Instills Trust

Interpersonal Savvy

Nimble Learning

Job description

Old Mutual Limited is seeking a customer service professional to provide solutions, manage orders, and resolve inquiries in a client-focused environment. The role emphasizes CRM data accuracy, needs assessment, and proactive relationship building across customer touchpoints.

The position leverages product knowledge to guide customers through processes, supports renewals, and adheres to regulatory and internal standards in daily operations.