264 Insurance Representative jobs in South Africa

Job Description:

Client Relations Manager

REPORTS TO:

Head of Operations

OCCUPATIONAL LEVEL:

Middle Management

FUNCTIONAL AREA:

SDC Skills Sales

COMPANY:

The Skills Development Corporation (Pty) Ltd

LOCATION:

24 Achter Road, Paulshof, Sandton, 2191

Key Role Purpose

· Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.

· Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.

· Retain existing clients and drive new business growth.

Key Outcomes

· Leadership and Team Management

· Sales strategy and planning

· Sales performance and reporting

· Client Relations and Business Development

· Meeting and Project Management

· Client proposal

· Training & Development

· General Duties

Role Requirement

Essence of the role/Key Accountabilities

Key Activities

Leadership and Team Management

• Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues

• Identifying, interviewing, and hiring new sales team members who meet the company's requirements

• Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge

Sales strategy and planning

• Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals

• Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team

• Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads

• Creating and implementing comprehensive sales plans that align with the company's overall business strategy

Sales performance and reporting

• Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed

• Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales

• Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts

Client Relations and Business Development

• Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction

• Developing and implementing strategies to generate new leads and opportunities

• Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts

• Managing communications between key clients and internal teams

• Coordinate with company operations so that the client’s expectations are met

• Develop initiatives to increase client satisfaction and retention

• Negotiating contracts with clients and establishing timeline of performance

Meeting and Project Management

• Coordinate diaries of the sales team and self

• Conclude meeting/s with new, potential and existing clients

• Understand the needs and requirements of all new and potential clients

• Presentation of current offer/s to all new and potential clients

• Agree on proposal terms:

• Number of learners

• Demographics

• Onsite or offsite solution

• Qualification

• Payment terms

• Start date

• Appointments for all renewals must be set on the basis listed below:

• For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above

• All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients’ current program

• All renewal documentation must be completed no later than one (1) month before the completion of the clients’ current program

• Act as the key interface between the client and all relevant departments

• Manage a client’s project/s from beginning to end

• Maintain and update client contact records

• Meeting all client needs and deliverables according to proposed timelines

Client Proposal

• Complete a skills analysis for new/potential clients

• Draft and populate proposal as per the proposed terms discussed in the meeting

• Forward prepared proposal through to client with additional information required

• Follow up on the proposal after two (2) days, if the client has accepted or not

• If the proposal is accepted, receive the signed proposal from the client, with the supporting documents:

• Tax Clearance

• Company Registration Documents

• Fixed Term Contract/s

• Letter of Delegation (if applicable)

• Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison)

• The induction email content forwarded to all HOD’s, include:

• The signed proposal and supporting documents

• Demographics

• Qualification

• Contract dates

• Fixed Term Contract template

• Invoice terms

• Hosting of learner

• Payroll due date

• Workplace Health Plan (WHP)

Training & Development

· Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role

· Continuously train and develop all the sales team and associates of the company

· Host a Skills Development Workshop annually

General Duties

· Complete all tender applications for and behalf of the company

· Ensure all Service Level Agreements are completed, signed and stored

· Represent the organisation at sales and marketing conventions, trade exhibitions and other forums

· Complete monthly payment schedules for finance department

· Complete Supplier & Enterprise Development Contracts and reconciliations for loans

· Complete Sales team commission recons monthly

· Assist clients with information required for their B-BBEE Audit

· Bi-weekly meetings with all HOD’s

Job Specific Requirements

Competencies (Knowledge, skills and attributes)

Competency / Performance Drivers

Technical / Professional Expertise

• Able to multi-task, prioritize and manage time efficiently

• Goal-orientated, organised team player

• Encouraging to team/staff, able to mentor and lead

• Excellent verbal and written communication skills

• Have excellent people skills and intuitive to client’s business needs

• Highly self-motivated and self-directed

• Delivering Results and Meeting Client Expectations

• Knowledge and understanding of various legislation

• Problem solving skills

• Ability to function independently and under

pressure and commit to deadlines

• Computer Literacy, with emphasis on Excel skills

• Strong negotiation skills, with ability follow through on client contracts

• Proven results of delivering client solutions and meeting sales goals

• Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities

• Acquire a thorough knowledge and understanding of key client needs and requirements

Qualifications

Minimum

· National Diploma in Sales and Marketing

· Business Administration

· Client Relationship Management

· Communications

Ideal

• BCom Degree in business commerce, such as Sales and Marketing or Finance

• MDP B-BBEE

Experience

Minimum

• 3/4 years relevant managerial experience, with at least 3 years at middle management level

• Proven track record of sales successes

• Proven track record of meeting targets and generating new business

Ideal

• A minimum of 5 years’ experience, at senior management level with full competence as a Client Relations Manager/Sales Manager

Remuneration

· Basic Salary – R35 000,00 to R50 000,00 (negotiable dependant on experience)

· Commission earned - paid monthly with salary package, dependant on monthly targets achieved

· Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded

Disclaimer

The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes. Job Description Purpose The Client Relations Consultant manages the relationships with our clients, building long sustainable business relationships. Focusing on growth through opportunities and key relationship management outcomes. Ensuring retention of business and enhanced loyalty to our brand. Working closely with the sales and operational teams to manage relationships with clients and continuously improve and adapt. Building and maintaining relationships with clients and key personnel within key account companies Conducting reviews and needs based research to ensure clients are satisfied with products and services Identify and implement up-sell and cross selling opportunities Creating awareness of product offerings and ensuring knowledge is transferred to all levels of audiences Escalating and resolving areas of concern as raised by clients , through accurate root cause analysis and ensuring continuous improvement is driven Manage a portfolio of clients in accordance to the agreed Service Level Agreement Develop and enhance retention and growth strategies Develop, maintain and improve consistent client communication and engagements Track, measure and evaluate the effectiveness of CRM processes within each client Review, analyse reports and submit recommendations for new opportunities and align to the purpose of the business offerings. Work with our clients in accordance with the SLA and ensure that all planned services are delivered and administrated in terms of requirements Manage and strengthen the relationship with all clients in the portfolio Ensure that all events are planned and implemented effectively. Ensuring to measure success and improvements Ensure that all events are monitored in accordance with the allocated budget Document all meetings and ensure clients receive feedback within agreed upon turn-around times Develop pro-active initiatives that improve the client's business and efficiencies within Kaelo Qualifications Qualifications PERSON DETAILS : WORK EXPERIENCE REQUIRED Health care industry experience Facilitation and presentation experience Service and sales experience Event and knowledge management PREFERRED Education and or training background REQUIRED Grade 12 matric TECHNICAL SKILLS OR KNOWLEDGE REQUIRED Report writing skills Process skills Power Point and presentation skills Additional Information Accountability Action orientated Communication Business writing and presentation skills Creative thinking Strong relationship skills Growth and development mind-set Planning and organisation Resilient and adaptive Systems thinking and connecting ability Professional and brand conscious Should you progress in the interview process, we may request special person information* from you. We strive to only gather this information during the offer stage and use encryption based software to protect this information. #J-18808-Ljbffr

Job Description : Client Relations Manager REPORTS TO : Head of Operations OCCUPATIONAL LEVEL : Middle Management FUNCTIONAL AREA : SDC Skills Sales COMPANY : The Skills Development Corporation (Pty) Ltd LOCATION : 24 Achter Road, Paulshof, Sandton, Key Role Purpose Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships. Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams. Retain existing clients and drive new business growth. Key Outcomes Leadership and Team Management Sales strategy and planning Sales performance and reporting Client Relations and Business Development Meeting and Project Management Training & Development General Duties Role Requirement Essence of the role / Key Accountabilities Key Activities Leadership and Team Management Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues Identifying, interviewing, and hiring new sales team members who meet the company's requirements Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge Sales strategy and planning Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads Creating and implementing comprehensive sales plans that align with the company's overall business strategy Sales performance and reporting Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts Client Relations and Business Development Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction Developing and implementing strategies to generate new leads and opportunities Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts Managing communications between key clients and internal teams Coordinate with company operations so that the client's expectations are met Develop initiatives to increase client satisfaction and retention Negotiating contracts with clients and establishing timeline of performance Meeting and Project Management Coordinate diaries of the sales team and self Conclude meeting / s with new, potential and existing clients Understand the needs and requirements of all new and potential clients Presentation of current offer / s to all new and potential clients Agree on proposal terms : Number of learners Demographics Onsite or offsite solution Qualification Payment terms Start date Appointments for all renewals must be set on the basis listed below : For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients' current program All renewal documentation must be completed no later than one month before the completion of the clients' current program Act as the key interface between the client and all relevant departments Manage a client's project / s from beginning to end Maintain and update client contact records Meeting all client needs and deliverables according to proposed timelines Client Proposal Complete a skills analysis for new / potential clients Draft and populate proposal as per the proposed terms discussed in the meeting Forward prepared proposal through to client with additional information required Follow up on the proposal after two days, if the client has accepted or not If the proposal is accepted, receive the signed proposal from the client, with the supporting documents : Tax Clearance Company Registration Documents Fixed Term Contract / s Letter of Delegation (if applicable) Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison) The induction email content forwarded to all HOD's, include : The signed proposal and supporting documents Demographics Qualification Contract dates Fixed Term Contract template Invoice terms Hosting of learner Payroll due date Workplace Health Plan (WHP) Training & Development Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role Continuously train and develop all the sales team and associates of the company Host a Skills Development Workshop annually General Duties Complete all tender applications for and behalf of the company Ensure all Service Level Agreements are completed, signed and stored Represent the organisation at sales and marketing conventions, trade exhibitions and other forums Complete monthly payment schedules for finance department Complete Supplier & Enterprise Development Contracts and reconciliations for loans Complete Sales team commission recons monthly Assist clients with information required for their B-BBEE Audit Bi-weekly meetings with all HOD's Job Specific Requirements Competencies (Knowledge, skills and attributes) Competency / Performance Drivers Technical / Professional Expertise Able to multi-task, prioritize and manage time efficiently Goal-orientated, organised team player Encouraging to team / staff, able to mentor and lead Excellent verbal and written communication skills Have excellent people skills and intuitive to client's business needs Highly self-motivated and self-directed Delivering Results and Meeting Client Expectations Knowledge and understanding of various legislation Problem solving skills Ability to function independently and under pressure and commit to deadlines Computer Literacy, with emphasis on Excel skills Strong negotiation skills, with ability follow through on client contracts Proven results of delivering client solutions and meeting sales goals Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities Acquire a thorough knowledge and understanding of key client needs and requirements Qualifications Minimum National Diploma in Sales and Marketing Business Administration Client Relationship Management Communications Ideal BCom Degree in business commerce, such as Sales and Marketing or Finance MDP B-BBEE Experience Minimum 3 / 4 years relevant managerial experience, with at least 3 years at middle management level Proven track record of sales successes Proven track record of meeting targets and generating new business Ideal A minimum of 5 years' experience, at senior management level with full competence as a Client Relations Manager / Sales Manager Remuneration Basic Salary – R35 ,00 to R50 ,00 (negotiable dependant on experience) Commission earned - paid monthly with salary package, dependant on monthly targets achieved Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded Disclaimer The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary. #J-18808-Ljbffr

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

To provide 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. Has a good understanding of products and services.

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.

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, 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)

Closing Date

27 August 2025 , 23:59

The 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! #J-18808-Ljbffr

OMF Client Relations Consultant (Branch) page is loadedOMF Client Relations Consultant (Branch) Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-70215

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

To provide 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. Has a good understanding of products and services.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.

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, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble Learning

Education

Matriculation Certificate (Matric)

Closing Date

27 August 2025 , 23:59

The 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!

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

#J-18808-Ljbffr

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

To provide 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. Has a good understanding of products and services. 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.

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, 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)

Closing Date

27 August 2025 , 23:59

The 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!

#J-18808-Ljbffr

OMF Client Relations Consultant (Branch) page is loadedOMF Client Relations Consultant (Branch) Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-70215Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description To provide 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. Has a good understanding of products and services.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. 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, Sales Data Management, Strengthening Customer Relationships, UpsellingCompetencies Action Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Instills Trust Interpersonal Savvy Nimble LearningEducation Matriculation Certificate (Matric)Closing Date 27 August 2025 , 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! About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr

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 To provide 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. Has a good understanding of products and services. 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.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, Sales Data Management, Strengthening Customer Relationships, UpsellingCompetencies Action Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Instills Trust Interpersonal Savvy Nimble LearningEducation Matriculation Certificate (Matric)Closing Date 27 August 2025 , 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! #J-18808-Ljbffr

OMF Client Relations Consultant (Branch) page is loadedOMF Client Relations Consultant (Branch) Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-70215Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description To provide 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. Has a good understanding of products and services.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. 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, Sales Data Management, Strengthening Customer Relationships, UpsellingCompetencies Action Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Instills Trust Interpersonal Savvy Nimble LearningEducation Matriculation Certificate (Matric)Closing Date 27 August 2025 , 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! About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr