Job Description

  • The Call Centre Care Agent is responsible for managing all incoming calls and client requests to the Old Mutual.

Key Tasks And Responsibilities

  • Always answer incoming telephone calls into the Call Center in a professional manner.
  • Provides information to customers via Old Mutual approved resources.
  • Completes accurate and timely documentation of all services provided to callers.
  • Assist clients with I-invest Account activation & Pin Resets
  • Escalate / liaise with other teams on any issues which require further consultation.
  • Support the branches and front office team.
  • Normal Call center duties. E.g., carrying out customer surveys, social media, and email management.
  • Performs all other tasks as assigned by the Line Manager.
  • Retrieval and sharing of ad hoc statements in line with the OM confidentiality guidelines.
  • Research required information using available resources.
  • Handle and resolve and document complaints.
  • Provide customers with product and service information in line with OM confidentiality guidelines.

Qualifications & Experience
Competences

  • Basic level of proficiency with Windows based applications such as MS Office, Excel, Word
  • Proficient ability to analyze data and develop recommendations.
  • Strong verbal and written communication skills
  • Always maintains a professional/customer service focus.

Skills And Competencies

  • 2+ months professional experience in an office setting using the telephone and computer as primary instruments to perform the job duties.
  • Business related degree
  • At least one year insurance experience
  • Progress in Professional qualification in insurance e.g., ACII, COP preferred.
  • Knowledge in customer service principles and practices
  • Knowledge of call Centre telephony and technology

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