New Business Advisor

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 proactive calls to each referrer to ensure business is 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 continue 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. 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 Apply Name Email Telephone Upload CV. Maximum file size is 3.5Mb, accepted file types are PDF, DOCX and ZIP Equality and diversity monitoring form This organisation strives to operate a policy of equal opportunity and to not discriminate against any person because of sex, race, colour or national origin. To help us monitor this, will you please complete the sections below placing a tick in the relevant boxes. The information you provide will only be used for monitoring purposes. The information will be treated in the strictest of confidence and in no way forms any part of the selection process. Age Sexual orientation Religious Beliefs Ethnic orientation This form collects your personal data to create an application for a role this data is then stored for possible future roles, Your data will not be used for any other purpose or given to any other third parties. See our Privacy policy for more information on how we protect and manage your submitted data. #J-18808-Ljbffr