Client Success & Relations Specialist

Old Mutual Limited; Mthatha; On-site; ZAR 240,000 - 400,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused representative to deliver expert product information, process orders, and resolve inquiries in a compliant manner in the Eastern Cape region.

You will engage with customers via phone and in-person interactions, handle returns and complaints, and ensure accurate CRM data captures to support retention and business development. This role emphasizes service quality and relationship building.

Qualifications

• Matric required.
• Strong communication skills.
• Experience in customer service is a plus.

Responsibilities

• Provide advanced product/service information to customers.
• 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.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact with a customer to ensure data quality for retention and business development.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Identifying Sales Opportunities

Upselling

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited is seeking a customer-focused representative to deliver expert product information, process orders, and resolve inquiries in a compliant manner in the Eastern Cape region.

You will engage with customers via phone and in-person interactions, handle returns and complaints, and ensure accurate CRM data captures to support retention and business development. This role emphasizes service quality and relationship building.