Multiskilled Customer Success Specialist

oldmutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town is seeking a dedicated call centre agent to deliver a positive customer experience by being helpful and responsive to client needs.

You will provide product information, process orders, resolve issues including returns and complaints, and maintain CRM data while adhering to company procedures and standards.

This role requires Grade 12, call centre experience, and knowledge of Bancs, Bizagi, CMOS, and OMUNET.

Qualifications

• Grade 12 Certificate.
• Heritage and OMP (Product knowledge and Processes).
• Call Centre experience.
• Technical Systems: Bancs, Bizagi, CMOS, OMUNET, AWD, My Service & My Client.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolve basic and advanced customer issues, such as returns, exchanges, and complaints.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• 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 policies and procedures and comply with codes of conduct.

Skills

CRM Software

Customer Service

Upselling

Data Management

Sales Opportunities

Education

Matric / Grade 12

Heritage and OMP product knowledge

Tools

Bancs

Bizagi

CMOS

OMUNET

AWD

My Service & My Client

Job description

Old Mutual in Cape Town is seeking a dedicated call centre agent to deliver a positive customer experience by being helpful and responsive to client needs.

You will provide product information, process orders, resolve issues including returns and complaints, and maintain CRM data while adhering to company procedures and standards.

This role requires Grade 12, call centre experience, and knowledge of Bancs, Bizagi, CMOS, and OMUNET.