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New Business Advisor - Property

Reference JTDNBPREIG

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.
  • 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 / 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 & 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 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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