Old Mutual

Multi-Skilled Servicing Consultant

Old Mutual  •  South Africa (Onsite)  •  4 hours ago
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Job Description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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This role is accountable for monitoring, reviewing, processing and holding relevant stakeholders accountable for daily, weekly and monthly services to ensure quality customer service. Reporting updates, performing data extraction, identifying anomalies within the rejections and exploratory data analysis. It supports turning data into actionable insights using analytical skills, tools, and platforms to update customer collections, notify and hold stakeholders accountable and drive resolution of transactions to ensure customer satisfaction. Exposure and experience on New World and Legacy products, processes and systems would be a great advantage.

RD Database Cycles

  • Run RD database and distribution of reports

Mailbox Maintenance

  • Monitor, service and clear queries and complaints

Reports

  • Analyse, Interpret, Compile and Distribute required reports

SMS & MIS Tasks

  • Perform checks, load to SFTP, run weekend SMS and retain information, and uploads exclusions to HTTP.

Data Loads

  • Load PAYS and VETS

Data Analysis & Reporting: Extract and review data from internal sources.

  • Perform data quality checks and validate results.
  • Interpret and present data internally; generate actionable insights.

Stakeholder Engagement

  • Engage stakeholders to ensure accountability and ownership for processing as per responsibility.
  • Assist in end-to-end solutions: problem identification, acquiring data, investigation, propose possible solutions where required.
  • Coordinate data extractions for strategic projects if required.

Collaboration & Accountability

  • Liaise with data delivery teams.
  • Work independently on routine tasks; seek guidance for complex tasks.
  • Manage own time, tasks, and output quality.
  • Live company values and collaborate effectively.

Technical Skills

  • Exposure and experience using SQL, Tableau, Power BI, Gallery, Excel, Alteryx, MS Access, YM & VTG
  • Analysis of data to effectively create summaries for ease of reading in assisting stakeholders.
  • Analytical and logical thinking to identify anomalies efficiently to aid problem solving.

Additional Duties

  • Administration Compile and update SOP documents, functional testing as required.
  • Meetings & Events Schedule engagements with stakeholders as required.
  • Capability Building Develop technical skills through training and coaching, assist with knowledge transfer.

Competencies

  • Conceptual & Analytical Abilities
  • Results and Goal Driven
  • Reliability
  • Initiative
  • Technical Expertise

Job Requirements:

  • Matric Required
  • NQF Level 6 qualification would be advantageous

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInterpersonal SavvyManages AmbiguityManages Complexity

Education

Matriculation Certificate (Matric) (Required)

Closing Date

06 June 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!

Old Mutual

About Old Mutual

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Johannesburg, ZA
Year Founded
Unknown
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