Multi-Skilled Servicing Professional at Old Mutual

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; escalate appropriately.

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.

Overview

• The position is that of a Multi-Skilled Servicing Professional whose primary role would be to interact telephonically and via e-mail with Members/Funds/Fund Trustees/Beneficiaries/Intermediaries by providing information, obtaining the required information to progress and process claims, assisting them on various products and adherence to procedural, productivity and quality standards, across many products and processes that of Old Mutual.
• The incumbent will be working in a technically advanced and evolving Call Centre.
• Initiates processes via mixed media (Email / In-Bound Calls)
• Deals with first line queries
• Deals with first line escalations

Job Requirements:

• Call Centre Experience
• Understanding & Knowledge of Pension and Provident Fund Industry
• Chorus (Advantageous)
• Compass (Advantageous)
• sClaims (Advantageous)

Skills

• Call Center, Communication, 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, Pension Administration, Pension Funds, 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

• Matriculation Certificate (Matric)  (Required)

Closing Date

• 24 October 2025