Taylor Rose

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New Business Advisor

Reference JTDHWREI

Location Reigate

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 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:

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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Equality and diversity monitoring form

This organisation strives to operate a policy of equal opportunity and to not discriminate against any person because of sex, race, colour or national origin.

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A person has a disability if he/she has a physical or mental impairment which has substantial and long term adverse effect on his/her ability to carry out normal day-to-day activities. Long term means has lasted, or is expected to last, for 12 months. Do you consider yourself to be a disabled person?

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