Client Relations & Solutions Specialist

Old Mutual; Gauteng; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Gauteng is seeking a customer service professional to manage orders, resolve issues, and build relationships with clients. The role includes CRM data entry, upselling opportunities, and handling escalations to ensure high customer satisfaction.

Responsibilities cover information provision, data management, and adherence to regulatory and company procedures, with ongoing capability development and coaching to enhance skills.

Qualifications

• Experience in customer service and sales environments.
• Proficiency with CRM systems and data entry.
• Strong communication and problem-solving skills.

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; escalate appropriately.
• Make calls to allocated potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact with a customer.
• Interview the customer to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop knowledge of organizational policies and regulatory codes; adhere to procedures.
• Develop and maintain process or technical skills through training and coaching.

Skills

Consultative Selling

Customer Complaint Management

CRM Software

Customer Service

Upselling

Data Management

Digital Consumer Engagement

Sales Opportunities

Education

NQF Level 4 - Grade 12

National or Occupational Certificate

Job description

Old Mutual in Gauteng is seeking a customer service professional to manage orders, resolve issues, and build relationships with clients. The role includes CRM data entry, upselling opportunities, and handling escalations to ensure high customer satisfaction.

Responsibilities cover information provision, data management, and adherence to regulatory and company procedures, with ongoing capability development and coaching to enhance skills.