New Business Team Leader Residential Conveyancing
Cardiff
An exciting opportunity has arisen for a driven and experienced Team Leader to manage and motivate a high-performing Client Onboarding team within a growing Residential Conveyancing department. This role combines leadership of the onboarding function with oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions.
You will play a vital part in delivering the departments sales targets, service standards, and operational KPIs, while championing a culture of performance, collaboration, and client care.
Key Responsibilities:
Sales & Conversion:
* Drive performance of the quoting process to meet and exceed conversion targets.
* Analyse sales and conversion data to identify trends and implement improvements.
* Coach and support the New Business Associate to enhance enquiry handling and sales techniques.
* Provide quotes to prospective clients as needed to help achieve departmental targets.
Client Onboarding & Service Delivery:
1. Ensure a smooth, efficient onboarding process that reflects high service standards.
2. Continuously improve workflows and procedures to increase instruction rates and client satisfaction.
3. Monitor onboarding productivity and assist with file opening to maintain s...