New Business Coordinator

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.