Insurance & Financial Services New Business Coordinator

# Insurance & Financial Services New Business Coordinator Region:
North West

Location:

Macclesfield Job reference: ANEE
01927## The role
** Insurance & Financial Services New Business Coordinator*
* ** Salary £28,000 to £32,000 FTE OTE (dependant on experience)*
* ** Full Time & Part Time positions considered*
* ** Permanent Contract*
* *
* Location:

Macclesfield*
* *
* Hours:

9am – 5pm Monday to Friday*
* ** Introduction to NFU Mutual
** NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years.  We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively.  As a mutual, supporting our customers and paying their claims comes first.  We are a top ten UK insurance company and the UK’s largest rural insurer, with an agency network of over 250 local offices.

** About the Agency
** As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.  

An exciting opportunity has now arisen within the Macclesfield Agency.  
*
* About the role:

*
* • Lead generation for commercial insurance and NFU Mutual’s in-house financial services team  
• Proactively identifying and researching potential new customers across the local area  
• Making outbound calls to warm and cold leads to introduce NFU Mutual’s insurance products   
• Building rapport quickly and engaging customers in meaningful conversations   
• Understanding customer needs and identifying opportunities for suitable insurance solutions   
• Booking appointments or generating qualified leads for the sales team or Agents   
• Managing and nurturing a growing pipeline of prospects   
• Recording all interactions accurately in CRM systems   
• Following up on enquiries, marketing responses and referrals promptly   
• Working closely with the agency team to support targeted sales campaigns   
• Contributing ideas to improve lead generation and new business conversion   
• Ensuring all activity aligns with FCA regulations and NFU Mutual’s customer focused approach   
• Maintaining a positive, professional and resilient attitude in a target driven environment## About you
• Proven experience in outbound sales, lead generation or business development   
• Confident telephone manner with the ability to engage prospects quickly   
• Ability to identify customer needs and introduce relevant insurance solutions   
• Strong communication and interpersonal skills   
• Driven and self motivated, with a proactive approach to finding new opportunities   
• Ability to manage a pipeline of prospects and follow up effectively   
• High attention to detail when recording customer information   
• Comfortable working to targets while maintaining a customer first approach   
• Strong organisational and time management skills   
• Ability to learn insurance products and regulatory requirements   
• Competent in using CRM systems and digital tools  
• Maintain accurate records and documentation  
** Our commitment to you:*
* • Full product and systems training provided  
• Combination of eLearning and buddy support  
• Supportive team for ongoing learning and development  
• Opportunity to undertake CII qualifications  
• Progression opportunities within the business across personal and commercial product lines, and/or claims management  
** Benefits:*
* • A competitive salary and bonus structure   
• Medical cost contribution plan   
• Pension contributions   
• Town centre office with free parking, close to Macclesfield train station   
• 20 days annual leave, increasing by 1 day for each year of service (up to a maximum of 25 days), plus bank holidays  
• Family-friendly policy to help you balance work and family responsibilities  
• Regular teambuilding events away from the office during business hours  Please apply in writing with CV and covering…