Client Relations & Solutions Specialist

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

Job summary

Old Mutual Limited in South Africa seeks a customer service professional to deliver a positive experience by understanding needs, managing expectations and guiding customers to the right channels. The role emphasizes product knowledge, compliance, and effective problem resolution.

You will record orders, handle inquiries, maintain CRM data, and pursue relationship development with prospective clients while following established processes.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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 and provide a first point of contact for resolving customer queries and complaints.
• Enter relevant information into the CRM system after each contact with a customer to ensure data quality for retention and business development.
• Interview the customer following a multilevel sales script to clarify the customer’s requirements.
• Provide exceptional service to customers to encourage continued use of the organization’s products/services.
• Develop working knowledge of the organization’s policies and procedures and regulatory codes; adhere to mandatory procedures to ensure standards.
• Develop and maintain process or technical skills by participating in assessment and development activities as well as training and coaching.

Skills

Consultative Selling

Customer Service

CRM Software

Relationship Building

Problem Solving

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited in South Africa seeks a customer service professional to deliver a positive experience by understanding needs, managing expectations and guiding customers to the right channels. The role emphasizes product knowledge, compliance, and effective problem resolution.

You will record orders, handle inquiries, maintain CRM data, and pursue relationship development with prospective clients while following established processes.