Strategic Client Relations Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mthatha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Mthatha is seeking a customer service professional to deliver a positive experience by being helpful and responsive to customer needs. You will handle product information, process orders, resolve issues, and build relationships while ensuring CRM data is accurate and compliant with company standards.

The role requires strong communication, problem solving, and a client-focused attitude, with opportunities to upsell and contribute to customer

Qualifications

• Matric required for the role.
• Experience in customer service or call centre settings is preferred.
• Proficiency with CRM systems and data entry.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Respond to basic and advanced customer issues, including returns and complaints.
• Proactively develop customer relationships by calls or in-person visits.
• Enter contact data into the CRM after each interaction to ensure quality data.
• Clarify customer requirements using a multilevel sales script.
• Deliver exceptional service to encourage continued product use.
• Adhere to organizational policies and regulatory codes in daily work.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer Focus

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

Education

Matriculation Certificate

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Mthatha is seeking a customer service professional to deliver a positive experience by being helpful and responsive to customer needs. You will handle product information, process orders, resolve issues, and build relationships while ensuring CRM data is accurate and compliant with company standards.

The role requires strong communication, problem solving, and a client-focused attitude, with opportunities to upsell and contribute to customer