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New Business Advisor - Clinical Negligence

Reference JTDLPREIG

Location Reigate

Explaining the clinical negligence case assessment process to clients, taking details of the circumstances giving rise to potential claims, following up in a timely manner and cross selling additional services within Taylor Rose when applicable. 

This role involves but is not limited to: 

  • Answer enquiries from potential clients who may have suffered injuries or damages due to medical/clinical negligence
  • Answering all clinical related new business enquiries (calls and e-mails)
  • Explaining the clinical negligence case assessment process to clients
  • Taking details of all prospective enquiries of the circumstances giving rise to the potential claim to enable assessment of whether a case should be taken on or not
  • Complete necessary paperwork in a timely fashion
  • Follow up with prospective clients to advise on whether we can help or not including signposting where possible
  • Explaining funding options of medical/clinical negligence cases where required
  • Provide administrative support to clinical negligence fee earning team and the specific needs of the clinical negligence department as directed by the Team Lead/Head of New Business/Head of Clinical Negligence/Commercial Director 
  • Maintaining accurate records of outcomes of new business enquiries and assisting in gathering information and evidence related to potential clinical negligence cases and trends with new business enquiries into the firm.
  •  Keep abreast of changes in legislations and case law within clinical negligence cases.
  • Maintain accurate and organized records of client cases
  • Communicate clearly and effectively with clients, legal professionals and other stakeholders
  • Demonstrate empathy and understanding towards clients who have suffered injuries or damages and explaining the legal process relating to their situation clearly and compassionately
  • 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
  • Assisting clients with answering questions and guiding them where necessary on how to progress through the new Client on boarding process. 
  • Build strong relationships across the accounts managed to help with referrer engagement and continued growth of the department.

Requirements:

  • A medical or nursing background would be preferred given the nature of the issues that will be discussed with new business enquiries
  • Ability to work well independently and as part of a team
  • Experience in sales or client development, preferably in legal or healthcare setting genuine interest in helping people who have suffered injuries or damage due to clinical negligence
  • 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 


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