New Business Advisor

• 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