This role involves but is not limited to:
1. Answering all property related new business enquiries (calls and e-mails).
2. Providing conveyancing estimates to Clients and referrers.
3. 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.
4. Follow up all estimates given within 24/48 hours and pass feedback to the team leader on any lost instructions.
5. 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).
6. 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 / Head of Conveyancing.
7. 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.
8. Promoting Taylor Rose services to customers & cross-selling legal services within Taylor Rose within the new business teams.
9. Understanding GDPR requirements for dealing with Client’s personal information.
10. Working to department targets and KPI’s.
11. Assisting clients with answering questions and guiding them where necessary on how to progress through the new Client onboarding process.
12. Working closely with the account manager to ensure we are getting the most out of our referring partners and provide details of potential issues that could arise.
13. Building strong relationships across the accounts managed to help with referrer engagement and continued growth of the department.
Requirements:
1. Ability to work well independently and as part of a team.
2. Ability to work in a busy, sales and target-driven environment.
3. Attention to detail.
4. Self-motivated and enthusiastic.
5. Target and sales-driven.
6. Customer focused - high levels of customer service.
7. Strong verbal and written communication skills.
8. Ability to remain calm under pressure.
Company Core Values:
1. Aspire: To challenge convention, an entrepreneur with energy for change. To be the best we can be.
2. Innovate: To creatively evolve our working practices, using our revenue and resources in a virtuous cycle of improving our people, systems, and growth.
3. Integrate: Bring together people and systems into a cohesive force.
4. Commit: To work with integrity and invest in long-term relationships, creating a strong market position and delivering sustained commercial advantage.
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