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

Required Experience/Skills:

Matric with 2-3 years experience in a similar role.Clear disciplinary record as you will be working in a fiduciary environment.Desire to work in an ever-changing environment.A customer service-first mindset.Ability to form relationships across the organization.

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Campaigns: Execute service campaigns not limited to:Yearly Update – Ensuring customers remain users on the platform and update their will annually.Wills Upload – Driving customer behaviour to upload correctly signed willsWills Verification – Becoming a subject matter expert in Wills Review and Verification.Courier Booking – Ensuring signed customer wills are collected and stored in the Old Mutual Will Vault.Inbound calls – managing inbound calls and dealing with customer queries related to OM Wills or refer to the relevant department for assistance .Indexing and checking received wills  - collecting signed wills, check to ensure will is valid and manage indexing in the vault

Duties and Responsibilities:

Meet targets as it relates to customer service which includes but is not limited to client satisfaction surveys and internal turnaround time SLA’s.Make 100 – 150 calls p/dTargets below will be based on the customers the actual agent services:5% of Yearly update campaign customers update their will.10% of Upload campaign customers proceed to upload their will.80% of uploaded wills pass verification.50% of verified wills are couriered to Old Mutual.Remain professional and polite, even when faced with frustrated and angry customers.Reside in Cape Town, South Africa.

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

21 August 2025 , 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!