Client Relationship Manager - Cape Town, South Africa - Old Mutual

    Old Mutual background
    Full time
    Description

    Description

    This role is responsible for the complete end to end resolution of technical and complex client queries, escalations or complaints, whilst strengthening & maintaining relationships between clients/intermediaries and Old Mutual. The incumbent is individually accountable for achieving results through own efforts, often working across organizational boundaries to facilitate problem resolution. The role requires a technical understanding to approach and respond to queries raised. The role requires extensive knowledge of the Retirement Fund Admin value chain.
  • Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).
  • Responsible for the end-to-end finalisation of a query or complaint.
  • Often works across organisational boundaries to facilitate problem resolution.
  • No direct reports.
  • Be able to work under pressure
  • Must display sound planning & organising skills
  • Proven problem solving skills and ability to take ownership for problems
  • Self-motivated and action-orientated, with high levels of energy and self-confidence.
  • A passionate team player
  • Passionate about learning to keep abreast of developments and trends in area of expertise.
  • Client Reporting
  • Internal Claims Reporting
  • Role qualifications and Experience:

  • Matric or relevant tertiary qualification
  • A minimum of 3 years experience in a financial services industry
  • Computer literacy essential (Word/Excel/Outlook/Powerpoint)
  • Strong desire to provide superior service
  • Very strong analytical & logical reasoning skills.
  • Excellent communication (verbal & written) and interpersonal skills
  • Able to display tact, diplomacy & empathy
  • Employee benefits experience
  • Knowledge of pension fund administration & legislation
  • Superfund product knowledge advantageous
  • Old Mutual Compass, EMS and AWD System experience advantageous
  • Skills

    Claims Management, Claims Reporting, Client Relationship Management

    Education

    Matriculation Certificate (Matric) (Required)

    Closing Date

    02 May 2024