New Business Coordinator
Warrington
Up to £27000 plus bonus
Broker in Lending
We are seeking a highly motivated and results-driven New Business Coordinator to join our clients team. The primary responsibility is to assess and qualify potential new business, ensuring that the advisor has a qualified customer. This role involves fact finding information, communication detailed outcome.
Key Responsibilities:
* Qualify new business as they come in based on their fit for the company's offerings and their likelihood to match a policy that is suitable
* Engage with customer via phone, email, or chat to gather relevant information and understand their needs.
* Collaboration with advisors:
* Work closely with the Advisors team to ensure seamless handoffs.
* Provide detailed information
* Data Management:
* Maintain an accurate and up-to-date database, ensuring that all communication and qualification stages are logged properly in CRM software
Key Skills & Qualifications:
* Strong communication skills, both verbal and written.
* Worked a phone based role before.
* Attention to detail and ability to work with large amounts of data.
* Strong organizational and time-management skills.
Personality Traits:
* Goal-oriented, with a focus on achieving measurable results.
* Self-motivated and able to work independently while contributing to a team environment.
* Resilient, adaptable, and able to handle rejection.
Please apply today