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For Companies At a Glance
- Tasks: Manage mortgage leads, book appointments, and nurture client relationships.
- Company: Dynamic company focused on customer service and growth.
- Benefits: Competitive salary with commission, Monday to Friday work schedule, and career progression.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in customer service or sales, excellent phone skills, and strong organisation.
- Other info: Opportunity to progress into Mortgage Broker or Team Leader roles.
The predicted salary is between 22000 - 28000 £ per year.
Our client is looking for a driven Lead Manager / Customer Service Officer to manage mortgage & protection leads, book broker appointments, nurture clients, and ensure all CRM data is accurate.
Role Overview
- 15+ proactive outbound calls daily
- Book appointments & re-engage missed clients
- Maintain regular client contact throughout the journey
- Log all activity accurately in CRM
- Support annual reviews & remortgage retention
Requirements
- Customer service or sales support experience
- Excellent phone skills & confidence speaking with clients
- Strong organisation & attention to detail
- Proactive with a commercial mindset
Benefits
- £22k–£28k basic + commission
- OTE £36k+
- Monday–Friday only
- Progression into Mortgage Broker or Team Leader roles
Customer Service Advisor in Chelmsford employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor in Chelmsford
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show you're genuinely interested and not just another candidate.
✨Tip Number 2
Practice your phone skills! Since this role involves making loads of calls, try role-playing with a friend or family member. It’ll help you feel more confident and ready to impress during the interview.
✨Tip Number 3
Be proactive! If you see an opportunity to follow up on a lead or re-engage a client, take it. Show them you’re the kind of person who takes initiative and doesn’t wait around for things to happen.
✨Tip Number 4
Apply through our website! We make it super easy for you to get your application in. Plus, it shows you’re serious about joining our team and ready to dive into the world of customer service.
We think you need these skills to ace Customer Service Advisor in Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Customer Service Advisor role. Highlight any relevant experience in customer service or sales support, and don’t forget to showcase your excellent phone skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Lead Manager position. Mention your proactive approach and how you can contribute to nurturing clients and managing leads effectively.
Showcase Your Organisation Skills: Since the role requires strong organisation, make sure to mention any experiences where you’ve successfully managed multiple tasks or maintained accurate records. This will show us that you can handle the CRM data with ease!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the mortgage and protection industry. Brush up on common terms and processes so you can speak confidently about them. This will show that you're proactive and genuinely interested in the role.
✨Show Off Your Phone Skills
Since this role involves making 15+ outbound calls daily, practice your phone etiquette. Role-play with a friend or family member to get comfortable with handling different types of client interactions. Highlight any previous experience where you've successfully managed customer calls.
✨Be Organised
Demonstrate your organisational skills by preparing a structured approach to the interview. Bring a notebook with questions for them and jot down key points during the conversation. Mention how you keep track of client interactions and CRM data in your past roles.
✨Mindset Matters
Adopt a commercial mindset by thinking about how you can contribute to the company's success. Be ready to discuss how you would nurture leads and re-engage missed clients. Showing that you understand the importance of these tasks will set you apart from other candidates.
