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Customer Service Coordinator

  • Location: Macclesfield
  • Salary: £18k - 22k per year
  • Job Type:Permanent

Posted 6 months ago

  • Sector: IT
  • Contact: Sadie Nixon
  • Contact Email:
  • Contact Phone: 0161 707 1516
  • Expiry Date: 19 June 2023
  • Job Ref: 402336SNI

Job Description:

We are currently seeking a Customer Service Coordinator to join our small, friendly team in Tytherington. As a leading Financial Adviser firm, we specialise in helping clients secure Protection Insurance coverage in situations where health or occupation factors may present challenges.


• Process applications with insurers efficiently and accurately
• Maintain up-to-date and compliant records
• Utilise CRM systems to record and manage data effectively
• Act as a liaison between clients, insurers, and GP surgeries
• Provide exceptional customer service and support to clients


• Prior experience working for a Life Assurance company or another financial adviser firm is desirable
• Medical knowledge is beneficial but not mandatory
• Excellent communication and interpersonal skills
• Strong attention to detail and organisational abilities
• Ability to work both independently and collaboratively within a team