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 client’s 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 and communicating detailed outcomes.
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 customers via phone, email, or chat to gather relevant information and understand their needs.
- Collaborate with advisors: work closely with the Advisors team to ensure seamless handoffs and provide detailed information.
- 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.
- Experience in a phone‑based role.
- 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.
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