Old Mutual is a pan-African financial services group, primarily headquartered in South Africa, that provides insurance, savings, investments, and banking to retail and corporate customers. The company was founded in Cape Town in 1845 as South Africa’s first mutual life insurance company. Old Mutual is actively involved in social and environmental initiatives, guided by its commitment to creating shared value and sustainable transformation.

Job Description

• This role is responsible for providing customer service to customers in OM branches. The primary function is to assist customers in navigating the digital customer service platform and to assist customers to submit specified transactions via the digital platforms.
• Will assist with managing queues and reducing pressure on Branch staff.
• Will assist customers on digitally enabled device with their requested digitally enabled transaction:
• Providing reading information
• Self-service guidance
• Submission process through customer’s own or branch self-service device (where applicable
• Call centre details

Minimum Requirements:

• National Senior Certificate or Equivalent NQF 4

Competencies:

• Customer Service: Strong interpersonal and customer-focused approach
• Communication: Excellent verbal skills
• Problem-Solving: Quick and effective issue resolution
• Situational Awareness: Observant and responsive to customer needs
• Technical Proficiency: Familiarity with digital processes
• Physical Stamina: Ability to stand and perform physical tasks
• Flexibility: Willingness to work varied shifts
• Multi-lingual: English and another language

Skills

• Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

• Collaborates
• Communicates Effectively
• Demonstrates Self-Awareness
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Organizational Savvy

Education

• Matriculation Certificate (Matric)