Legal Onboarding Advisor - United Kingdom - First Legal Solicitors

Description

JOB PURPOSETo review and validate new cases and suitability for tax relief, ensuring only the strongest of cases are accepted.

You will answer incoming calls from prospective and existing clients, respond to enquiries, validate new claim prospects, and provide legal information in relation to Stamp Duty Land Tax.

You will be a member of the Stamp Duty Onboarding Team and will be responsible for assessing client's initial case, online and over the phone, considering the available relief based on the information they have provided, and then running the cases through to settlement in full.

You will also be responsible for explaining the terms and conditions of the Damage Based Agreement and any funding options, whilst displaying a professional company image throughout, via both voice and online interactions.

The successful candidate will also be responsible for assessing and obtaining valid documents, based on clients circumstances.

Candidates must have a strong work ethic, excellent problem-solving skills and be comfortable working in a fast-paced and dynamic work environment.

MAIN DUTIESCollecting and assessing accurate information and documents to proceed with a caseConduct an initial Risk Assessment, consider all available reliefs based on the clients circumstancesAssessing the merits of a claim against a set criteria and analysing client's informationTaking ownership of client query's and dealing appropriately to progress the claimAnswer incoming calls and respond to client correspondencePromoting our service and benefits and that of the business, ensuring new claim conversionsDocument all call information according to standard operating proceduresConsistently follow up customer calls throughout the whole claim processBasic calculation of Stamp Duty Land Tax payments (training provided)Maintaining good relationships internally and externallyAdherence to SLAs and KPIsLiaise with multiple departments within the Group to assist with claim progressionEnsuring compliance with the SRA Code of ConductAdhering to legal requirements, industry regulations and customer quality standards set by the companyCOMPENTENCIESExcellent listening, verbal, and written communication skillsExcellent phone manner and ability to retain, process and relay information while on the phoneAbility to problem solve, dependent of the clients circumstances and information providedAbility to consider multiple factors during phone interactions and respond effectivelyExcellent communicator, able to see things from all points of view.

Ability to be proficient at all times, ensuring correspondence such as; letters, emails, social media and telephone calls are actioned/compiled in a professional manor.

Excellent timekeeping and attendance.
Excellent telephone skills.

Excellent data entry and typing skillsAbility to work well within a team and participate in team activity'sAbility and desire to learn new systemsSelf-drive, results orientated who can critically assess own performance.

Well-presented and business like.

Proficient in the Use in office products such as Word and ExcelEXPERIENCE Legal training and / or qualification desirableUnderstanding the principles of claims/legal industry is essentialKnowledge of customer service practices and principlesEngaging personality and tenacity essential.

BENEFITS22 days annual leave plus bank holidaysBirthday off Christmas Closure"Personal time" – 8 hours for external appointments across the year.

Staff referral BonusEmployee Assistance programmeTraining and progression opportunities within YOUR business groupReduced parking costs via salary sacrifice