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
Provides 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. Provides specialist product and service knowledge that may lead to sales generation.ResponsibilitiesProduct/Service InformationProvide advanced product/service information and respond to complex customer questions about the product/service.
Customer Order ProcessingRecord and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
Resolving Customer IssuesRespond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / ProspectingDevelop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Relationship Management (CRM) DataMonitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
Customer Needs ClarificationSet clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
RenewalsHelp drive customer renewals through exceptional service, supporting the sales teams as required.
Operational ComplianceIdentify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability BuildingDevelop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills/Experience/Knowledge
- Superfund knowledge advantageous and provide valuable services to support IMEDS's required.
Skills
Corporate Retirement Plans, Retirement Benefits, Retirement Fund AdministrationCompetencies
Action OrientedCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityDirects WorkInterpersonal SavvyManages ComplexityEducation
Closing Date
30 January 2026 , 23:59The 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!
Top Skills
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.
Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
