Customer Documents Administrator (Talent Pool) job opportunity at Old Mutual.

Home Jobs In South Africa Tag: Job Customer Documents Administrator (Talent Pool) position at Old Mutual


DatePosted 3 Days Ago bot
Old Mutual Customer Documents Administrator (Talent Pool)
Experience: 3-years
Pattern: Full time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Pinelands, South Africa
loacation Pinelands....South Africa
Auto GPT Summarize Enabled
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 Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets. Responsibilities Branch Operations Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter. Receiving Visitors Receive visitors to the organization and assist with any basic requests for information, referring more complex matters to other colleagues as necessary. Customer Service Provide basic customer service support, such as data input, filing, or photocopying. May also exchange basic information with customers by having courteous interactions with them. Customer Relationship Management (CRM) Data Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions. Customer Needs Clarification Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it. Customer Relationship Development / Prospecting Greet customers (on incoming calls or in store) and engage them in conversation to build rapport. Business Meetings/Events Arrangement Respond to requests for information about the availability of people or facilities to assist in arranging business meetings. Document Preparation Input content into standard templates. Also take responsibility for collating materials and photocopying them. Operational Compliance Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Personal Capability Building Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Minimum Requirements: Matric or Grade 12 qualification 1-3 years experience. Skills Call Management, Concierge Services, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Delivery, Customer Understanding, Data Management, Identifying Sales Opportunities, Oral Communications, Probing Questions, Sales Data Management, Strengthening Customer Relationships Competencies Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Plans and Aligns Education Matriculation Certificate (Matric) Closing Date 30 May 2026 , 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!

Other Ai Matches

Claims Administrator Applicants are expected to have a solid experience in handling Job related tasks
Salaried Financial Advisor Applicants are expected to have a solid experience in handling Job related tasks
Graduate Accelerated Programme: Trainee Internal Auditor: General Internal Audit Applicants are expected to have a solid experience in handling Job related tasks
Salaried Financial Advisor Applicants are expected to have a solid experience in handling Job related tasks