Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
Ensure that clients/staff/brokers get assisted in the best turn around times
Ensure that clients/staff/brokers get professional and correct advice first time every time
Ensure deadlines with regards to clients schedules and faxes are adhered to
Ensure all activity and work allocated is completed and necessary feedback given
Ensure all product, systems and process training completed
Ensure regular meetings and discussion sessions are attended in order to stay abreast of any developments and enhancements in the National Contact Centre
Ensure adherence to SLA ’s and Call Centre service levels
Ensure effective implementation and compliance of Call Centre Admin/operational systems or procedures
Ensure ALL calls are answered according to Call Centre standards
Ensure adherence to QA Standards at all times
Practice service with a SMILE
Ensure activity is captured correctly to assist team leaders in drawing accurate stats for reporting
Ensure adherence to scheduling times
Ensure escalation and tracking of queries outside own ambit and responsibility
Job Requirements
1 year relevant experience
Call centre experience
Computer literate
Appropriate Insurance Qualification
Completed a Service Excellence Programme
FAIS compliant
Minimum period required to perform productivity in this job 6-12 months
Additional Details
Strategic : Is able to understand, identify and acts on broader opportunities in order to drive longer term, value-adding change.Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities
Building Relationships : Build and Maintains strong relationships to better understand our partners and customers better. Identify people’s needs, interests, and inform and influence easily. Interact with people and engages through simple and powerful communication.
Old Mutual Insure way of selling : Wins and retains partners and customers by identifying their needs of business challenges and matching them to the OMI products and services. Identifies opportunities to win more business through up-selling.
Negotiating & Deal closing : Understand partner and customer drivers and leverage them to create negotiation power. Responds positively to objections and addresses our partner and customer’s needs to successfully close a sale. Use range of techniques and approaches to make agreements that add value for OMI and our partners and customers (Win:Win)
Competing to win : Knows OMI’s products, value propositions and differentiations and leverages it against the competition. Knows what the competitors are offering, how OMI compares and used market data/tools to beat the competition.
Customer : Putting the customer at the heart of business decisions and driving to improve value for customers.
Collaboration : Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
Personal Mastery : Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
Executing : Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
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