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Customer Co-ordinator

6 months ago

WestonsuperMare, United Kingdom Ortus PSR Full time

Are you ready to be part of an award-winning, passionate team dedicated to providing exceptional service? Look no further Our client is a leading, independent, whole of market mortgage and protection brokerage located in the South West. They are seeking an experienced co-ordinator/administrator who shares their commitment to delivering a 5-star experience to clients. If you believe in making life easier and better for everyone, including charitable donations to support our community, then you're the perfect fit for our team

Here's what is on offer:
Competitive salary of £22,000 per annum

20 days of paid holiday, plus bank holidays

Enjoy your birthday off each year

Experience a relaxed and friendly working environment

Hybrid working arrangements to suit your preferences

The job role:
Proactively chasing and communicating with advisers and clients to ensure prompt and accurate production of mortgage offers and smooth case completions

Efficiently claiming procuration fees through our online system

Initiating life and income protection for clients to ensure comprehensive coverage

Assisting the CET Manager with any required tasks

Ensuring timely delivery of our WOW process and sending them to clients

Processing B1G1 giving

Weekly follow-up calls to existing clients to book appointments for rate discussions

Regular communication with solicitors to gather exchange and completion dates

What we are looking for:
Previous administration experience

Excellent skills in Word and Excel

A relentless commitment to doing right by every client

A willingness to embrace change and learn

Strong organizational skills and exceptional communication abilities

Share our belief in a healthy work-life balance, combining hard work with fun