New Business Advisor - Chipstead, United Kingdom - Taylor Rose

Taylor Rose
Taylor Rose
Verified Company
Chipstead, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

This role involves but is not limited to:
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 MW in the first instance.


Follow up all estimates given within 24 / 48 hours and pass feedback to the team leader on any lost instructions.


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.

Use of Case Management Systems, Microsoft Word and Excel.

Data entry into electronic portals during the client introduction process.

Cross selling legal services within Taylor Rose MW.

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 process.


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:

Aspirations:
To be the best that you can, motivated to do things better, works smarter not harder, embraces changes, learns from mistakes, takes an interest in the vision of the business


Integrity:
Open and honest, shows respect, admits mistakes, looks at ways to improve and share ideas


Innovation:
Creative and Dynamic, Adaptable to change, seeks ways of doing things better, get involved with work that makes a difference, continuously learns new things for personal development


Commitment:
Relationships for the long-term
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