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We are seeking a dedicated customer-facing professional to deliver exceptional service and support within Old Mutual's diverse markets. The successful candidate will be tasked with managing customer inquiries, fostering client relationships, and ensuring compliance with company standards.
Responsibilities Customer Service: Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow‑up actions that have been promised, together with notes of actions taken during each sales call. Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the custo...