Customer Engagement Coordinator

Customer Engagement Coordinator

Salary: £24,175 per year + bonuses.

Contract Type: Permanent

Working Hours: Shift Pattern between hours of 12 and 8 pm



Hybrid working (office based in Birmingham)

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website:https://www.wesleyan.co.uk/about

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

If you thrive in a target-driven environment and are passionate about delivering exceptional customer service, we want to hear from you!

Your Role:

We are seeking a motivated and results-driven individual to join our team as a Customer Engagement Coordinator. This role involves working within a fast-paced environment where achieving targets is essential. The ideal candidate will have strong communication skills, a passion for customer service, and the ability to meet targets consistently.

Key Responsibilities:

• Book Initial Discussions with customers and our Specialist Financial Advisers (SFA’s) efficiently and accurately to meet daily, weekly, and monthly targets.
• Ensure that all Initial Discussions are scheduled within the designated timeframes while maintaining excellent customer service standards.
• Manage and prioritise a high volume of calls or interactions while achieving Initial Discussion booking goals.
• Collaborate with team members and supervisors to continually improve processes and exceed targets.

Requirements:

• A background in financial services is desirable, but not essential.
• Proven experience in a target-driven role, ideally in appointment scheduling, customer service, or sales.
• Ability to work under pressure and meet strict deadlines.
• Excellent communication skills, both written and verbal.
• Strong organisational skills with the ability to multitask.
• A positive, proactive attitude and a willingness to learn.
• Commitment to working evening shift patterns (until 8pm) when required.

Benefits:

• Annual Performance based Bonus – based on a mixture of company and personal performance
• A monthly bonus of up to £500
• 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
• Company pension scheme - matched plus 2% (up to 10%)
• Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing
• Enhanced maternity & paternity pay
• 2 volunteering days per year

To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship: We are unable to provide VISA sponsorship and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.