Client Success & Relationship Specialist

Old Mutual South Africa; Gqeberha; On-site; ZAR 180,000 - 290,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service professional to provide helpful, accurate product information and manage customer orders and issues. You will build relationships with customers, record interactions in the CRM, and pursue additional sales opportunities while ensuring compliance with policies and quality standards.

The role emphasizes understanding customer needs, prospecting, renewals, and delivering exceptional service in a compliant, process-driven environment.

Qualifications

• Professional customer service experience preferred.
• Strong knowledge of products and services.

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 (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 quality data for retention and development.
• Interview the customer, following a multilevel sales script, to clarify requirements.
• Provide exceptional service to customers to encourage continued use of products/services.
• Develop knowledge of organizational policies and regulatory codes; adhere to procedures.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Customer Service Operations

Customer Understanding

Data Management

Digital Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Strengthening Customer Relationships

Upselling

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a customer service professional to provide helpful, accurate product information and manage customer orders and issues. You will build relationships with customers, record interactions in the CRM, and pursue additional sales opportunities while ensuring compliance with policies and quality standards.

The role emphasizes understanding customer needs, prospecting, renewals, and delivering exceptional service in a compliant, process-driven environment.