Lead Manager / Customer Service Officer – Mortgage Leads
Location: Wickford or Chelmsford
Salary: £22,000–£28,000 + Commission | OTE £36,000+
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
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15+ proactive outbound calls daily
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Book appointments & re-engage missed clients
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Maintain regular client contact throughout the journey
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Log all activity accurately in CRM
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Support annual reviews & remortgage retention
Requirements
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Customer service or sales support experience
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Excellent phone skills & confidence speaking with clients
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Strong organisation & attention to detail
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Proactive with a commercial mindset
Benefits
