Client Referral Coordinator - #1622145

Job Description Client Referral Coordinator Location Leeds LS HT :

This role ensures the seamless operation of Customer Service activities by delivering high quality administrative support, maintaining a client focussed approach, and demonstrating confidence in decision making and advisory responsibilities.

Main Duties and Responsibilities

• Work as part of the team responsible for receiving all incoming calls and face-to-face callers to the office, always providing a professional and polite response.


• Deal with enquiries by identifying customer/client needs, providing advice and information, interrogating the CRM systems as necessary, and directing calls and queries to other colleagues where required.


• Allocate jobs as required to Support Workers and Contractors using CRM system


• Allocate client referrals to the relevant internal department, to partner organisations and other relevant organisations and signpost where relevant.


• Involvement in contacting and assessing clients requiring the paid for work services, processing payments and refunds when necessary; and liaising with relevant contractors for quotes.


• Provide general administrative support


• Monitor and respond to enquiries and referrals received through several email addresses in a timely manner.


• Support the Client feedback process by making feedback calls and recording information via CRM systems.


• Support and embrace the continuous development and improvement of administrative processes and systems.


• Participate in all available training for CRM and telephone systems to ensure that best results are always achieved.

Job Types: Full-time, Part-time, Permanent

Pay: £25,012.00 per year

Benefits:

• Company pension


• Free parking


• On-site parking

Schedule:

• Monday to Friday

Experience:

• CRM software: 1 year (required)

Work Location: In person

Reference ID: Business Support Mar 25