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New Business Coordinator

Job Posted: 11 days ago

Salary: £ 25,000 - 28,000 / Annum
Job Type: Permanent
Location: Warrington, Cheshire

Expire in: 17 days

Job Description

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

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Looking for your next career move? Join a top company hiring New Business Coordinator job near me in Warrington, Cheshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!