OMF Client Relations Consultant (Bronkhorstspruit)

Old Mutual South Africa; Bronkhorstspruit; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa offers a role focused on delivering a positive customer experience by being helpful and responsive to customer needs. You will manage orders, provide product information, resolve issues, and build lasting relationships with customers across channels.

The role emphasizes adherence to procedures, data quality in CRM, and continuous development of product knowledge. Employment equity guidelines apply, and a closing date is 16 November 2026.

Qualifications

• Strong customer service orientation and ability to handle inquiries.
• Experience with CRM systems or data management is a plus.
• Excellent communication and active listening skills.
• Ability to upsell and identify sales opportunities.
• Comfort with multi-channel customer engagement.

Responsibilities

• Provide advanced product/service information and guidance to customers.
• Record and process customer orders, selecting the most appropriate method.
• Resolve basic and complex customer issues including returns and complaints.
• Build relationships with customers and act as first point of contact for queries.
• Capture essential customer data into the CRM after each interaction.

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

• Product/Service Information
  Provide advanced product/service information.
• Customer Order Processing
  Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
  Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escal
• Customer Relationship Development / Prospecting
  Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
  Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
  Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Renewals
  Provide exceptional service to customers to encourage continued use of the organization's products/services.
• Operational Compliance
  Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
  Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

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

Closing Date

16 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!