Careers at Moneysworth
Customer Service Coordinator
Tytherington (near Macclesfield, Cheshire)
Moneysworth is an award-winning Protection-only Financial Adviser firm based in Macclesfield. We specialise in helping clients arrange cover where they might have struggled due to health or occupation reasons.
Due to increasing business, we are looking to recruit a new member to work as a Customer Service Coordinator in our small, friendly team. We are looking for a full-time employee but we may also consider part-time.
- Processing applications with insurers
- Keeping records up to date and compliant
- Working with CMR systems and recording data accurately
- Liaising with clients, insurers and doctors surgeries
You must have experience of either working for a Life Assurance company or for another financial adviser firm. If you have any medical knowledge this is also helpful, but not essential.
Competitive salary based on experience and knowledge.
Please email your CV to Tim Boddy