Old Mutual South Africa ยท 2 days ago
OMF Client Relations Consultant (Flagstaff)
Flagstaff
Full-time
Onsite
New Grad, Entry LevelOld Mutual is committed to leveraging the African opportunity and values diverse talent. The OMF Client Relations Consultant role focuses on providing a positive customer experience by managing customer needs, processing orders, and resolving issues while adhering to company standards.
Financial ServicesInsuranceLife Insurance
Responsibilities
Provide advanced product/service information
Record and process customer orders, selecting the most appropriate approach based on predefined options
Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately
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
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
Interview the customer, following a multilevel sales script, to clarify the customer's requirements
Provide exceptional service to customers to encourage continued use of the organization's products/services
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
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
Qualification
Required
Provide advanced product/service information
Record and process customer orders, selecting the most appropriate approach based on predefined options
Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately
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
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
Interview the customer, following a multilevel sales script, to clarify the customer's requirements
Provide exceptional service to customers to encourage continued use of the organization's products/services
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
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
Action Oriented
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Instills Trust
Interpersonal Savvy
Nimble Learning
Company
Old Mutual South Africa
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Founded in 1845
10001+ employees
Funding
Current Stage
Late StageRecent News
Advisory Excellence
2022-11-09
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