VACANCY | 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 pro active calls to each referrer
to ensure business in passed to Taylor Rose MW 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 MW services to customers & cross selling legal services within Taylor
Rose MW 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:

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