New Business Advisor

Working within the New Business Team to provide a first-class level of service to all new and existing Taylor Rose customers. Explaining the legal process to clients, quoting for work to be undertaken, following up in a timely manner and cross selling additional services within Taylor Rose when asked to do so.

This role involves but is not limited to:

• Answering non-property, mainly litigation, employment and family related new business enquiries (calls and e-mails).
• Providing legal estimates to clients and referrers.
• 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.
• Follow up all estimates given within 24/48 hours and pass feedback to the team leader on any lost instructions.
• Provide administrative support to fee earning teams and the specific needs of the department as directed by the Team Lead/Head of New Business/Commercial Director.
• Allocation of cases dependent on referrer, levels of work within each team and the specific needs of the team as directed by the Head of Business Development/Head of Conveyancing.
• 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 and cross selling legal services within Taylor Rose within the new business teams.
• Understanding GDPR requirements for dealing with clients’ personal information.
• Working to department targets and KPIs.
• 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 we can be.
• Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth.
• Integrate: Bring together people and systems into a cohesive force.
• 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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