Client Relations & Solutions Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Noord-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer-focused professional to provide advanced product information and manage customer orders. You will handle inquiries, process orders, and escalate issues as needed while maintaining CRM data accuracy.

The role emphasizes building relationships, clarifying needs, and renewing customer engagement through proactive service and adherence to standards.

Qualifications

• Experience in customer service and sales environments.
• Ability to interpret product/service information and guide customers.
• Familiarity with CRM systems and data entry for customer interactions.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; elevate appropriately.
• Make calls to allocated potential customers to develop relationships and serve as first contact for queries.
• Enter relevant information into the CRM system after each contact to ensure data quality.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer Relationship Management (CRM)

Customer Service

Customer Service Operations

Customer Understanding

Digital Consumer Engagement

Identifying Sales Opportunities

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer-focused professional to provide advanced product information and manage customer orders. You will handle inquiries, process orders, and escalate issues as needed while maintaining CRM data accuracy.

The role emphasizes building relationships, clarifying needs, and renewing customer engagement through proactive service and adherence to standards.