CRM Jobs in Altrincham
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Search results - CRM Jobs in Altrincham
Altrincham
staff on legal documents and help improve processes
Use the CRM system to create documents, track case progress and communicate updates
Act as a liaison for solicitors and underwriters to speed up completions.
Providing case updates and follow up...
cv-library.co.uk -
NUlinQ Ltd-Altrincham
with administrative tasks - dealing with completed files and queries
• Help manage a caseload of new build transactions from inception to completion
• Deal effectively with clients and third parties over the telephone and in written correspondence.
• Keep the CRM...
Altrincham
adding value to the customer’s experience.
• Maintain and leverage the CRM – Efficiently use the CRM system to track leads, update customer details, ensure smooth call backs. Collaborate with your team to share insights and strategies, working together...
cv-library.co.uk -
Heywood Pension Technologies-Altrincham
of the customer - collaborate with other CRM team members, and the wider business, to ensure that any customer challenges are effectively and efficiently resolved that their views, perceptions, and experiences are fully represented.
This hybrid role will involve...
Altrincham
providing regular updates.
Maintain and update the CRM database to ensure accurate records.
Collaborate with associated partners to support team and client needs.
Manage diaries, organise meetings, and coordinate conference calls.
Maintain organised filing...
cv-library.co.uk -
BSE - Business Support Experts-Altrincham
is beneficial but not essential. We will provide full training on these topics.
• Basic proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Familiarity with CRM systems (Salesforce, HubSpot, etc.) for managing leads and tracking progress.
What's...
Altrincham
Updating of notes on the CRM where applicable.
Researching the various lenders and the clients affordability. Obtaining key facts illustrations, generic protection quotations, and keying of mortgage AIPs & applications.
Requirements
Mortgage...
cv-library.co.uk -
CRM – Related jobs in Altrincham:
Connections Recruitment-Altrincham
stakeholders to ensure timely progression of necessary procedures.
• Act as a central point of contact for internal and external communications, providing regular updates.
• Maintain and update the CRM database to ensure accurate records.
• Collaborate...
dwp.gov.uk -
Altrincham
handling of the customer’s needs.
• Providing quotes, quote follow up and onboarding of new customers.
• Updating customer profiles using the CRM System and managing new customer procedures.
• Working with the Digital Marketing teams to promote...
cv-library.co.uk -
123 Recruitment and training-Altrincham
Skills and Experience
Basic IT ability
Sales Process
Insurance knowledge (desirable)
Product knowledge (desirable)
CRM system (desirable).
Essential Skills
Excellent written, verbal & listening communication skills with a professional telephone manner...
dwp.gov.uk -
Altrincham
platforms, your personal data will be held on our secure internal CRM system for a maximum period of 48 months. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right...
cv-library.co.uk -
Altrincham
and understanding the dispositions which affect the output in CRM
• Manages calls/callbacks
• Performance is in line with the average data yield
• Call Quality - adheres to the script
• Handles objections
• During the probation period meets weekly...
cv-library.co.uk -
Altrincham
the dispositions which affect the output in CRM
• Manages calls/callbacks
• Performance is in line with the average data yield
• Call Quality – adheres to the script
• Handles objections
• During the probation period meets weekly point target...
cv-library.co.uk -
Altrincham
correspondence.
• Keep the CRM and any third-party websites up to date in real time
• Any other duties required to assist the team and others should the need arise...
cv-library.co.uk -
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