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