This role involves but is not limited to:
* Answering all property related new business enquiries (calls and e-mails)
* Providing conveyancing estimates to Clients and referrers.
* Account management of specific agents and referrers including pro active calls to each referrer to ensure business in passed to Taylor Rose in the first instance and provide a detailed fee estimate for our services.
* Follow up all estimates given within 24 / 48 hours and pass feedback to the team leader on any lost instructions, ensuring records of all correspondence/conversations are visible on the portal.
* Provide administrative support to property fee earning teams and the specific needs of the residential property department as directed by the Team Lead/Head of New Business/Commercial Director & Commercial Director (Property)
* Allocation of cases dependent on referrer, levels of work within each conveyancing team and the specific needs of the property team as directed by the Head of Business Development / Commercial Director (Property)
* Accurate use of Case Management Systems as well as Outlook, Microsoft Word and Excel.
* Accurate data entry into electronic portals during the client introduction process.
* Promoting Taylor Rose services to customers & cross selling legal services within Taylor Rose within the new business teams
* Understanding GDPR requirements for dealing with Client’s personal information.
* Working to department targets and KPI’s.
* Responding to queries in a timely / appropriate manner.
* Assisting clients with answering questions and guiding them where necessary on how to progress through the new Client onboarding process.
* Working closely with account manager to ensure we are getting the most out of our referring partners and provide details of potential issues that could arise.
* Build strong relationships across the accounts managed to help with referrer engagement and continued growth of the department.
Requirements:
· Ability to work well independently and as part of a team.
· Ability to work in a busy, sales and target driven environment.
· Attention to detail.
· Self-motivated and enthusiastic.
· Target and sales driven.
· Customer focused- high levels of customer service.
· Strong verbal and written communication skills.
· Ability to remain calm under pressure.
Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
Integrate: Bring together people and systems into a cohesive force
Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
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