Client Service Consultant (Fixed Term) at Old Mutual South Africa

This role is individually accountable for assisting a variety of clients telephonically or face to face, in accordance with business, process and compliance rules.  

Duties and Responsibilities

• Provide telephonic and face to face service to customers and intermediaries.
• Deliver on daily production standards and adhere to service and quality standards.
• Adhere to business, process and compliance rules
• Build and maintain relationships with other departments, intermediaries and sales advisors.
• Manage customer relationships in person or telephonically.
• Perform quality checks on own work and adheres to service and quality standards.
• Collaborate effectively with others to achieve business results.
• Inform clients of requirements, procedures and provide input to other areas such as client feedback or queries.
• Perform general office administration such as follow-ups, client call-backs and policy changes.
• Manages and resolves customer complaints and queries. 

Requirements: Skills, Qualifications and Experience required

• Minimum of Bachelors’ Degree in any discipline from an accredited tertiary institution
• Excellent written and oral communication skills
• Excellent relationship management skills
• Excellent interpersonal relationship skills
• Highly organized and structured, able to multi-task and prioritize appropriately.
• Results-oriented

Competencies

• Innovative
• Customer relations/Relationship Management
• Reporting
• Strong database management ability (Excel, Access etc)
• Execution
• Initiating Action/Proactive