Multi Skilled Servicing Consultant at Old Mutual South Africa

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.

Responsibilities

Product/Service Information

• Provide advanced product/service information and respond to basic customer questions about the product/service.

Customer Order Processing

• Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.

Resolving Customer Issues

• Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.

Customer Relationship Development / Prospecting

• Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and 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 complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.

Renewals

• Provide exceptional service to customers to encourage continued use of the organization's products/services.

Operational Compliance

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills/Knowledge & Experience

• Educational Requirement: Matric (Grade 12).
• 2-3 years of experience in retirement fund administration, particularly in pension or provident fund claims.
• Knowledge of fund rules, regulatory compliance, and claims processes, including Two-Pot legislation.
• Familiarity with Old Mutual systems: Compass, EBtax, Chorus, EMS is an advantage.
• Strong accountability, attention to detail, and accuracy in all tasks.
• Excellent communication and client service skills.
• Technical expertise in retirement fund processes, including claim validation, payment processing, and regulatory compliance.
• Analytical and problem-solving skills for investigating discrepancies and resolving queries.
• Must be able to handle escalations, resolve complaints, and provide effective client solutions.
• Ability to manage multiple claims and tasks efficiently under pressure.
• Team player with strong collaboration skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) for reporting, documentation, and analysis.
• Experience creating Excel reports, pivot tables, and basic formulas is advantageous.

Skills

• 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, Probing Questions, Retirement Benefits, Retirement Fund Administration, Retirement Plan Administration, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Interpersonal Savvy
• Manages Ambiguity
• Manages Complexity

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

• 17 October 2025