New Business Account Manager - Property Conveyancing

Martin Tolhurst Partnership; Sittingbourne; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

At Martin Tolhurst Solicitors, we’re seeking an Account Manager to join our New Business Team. You’ll speak with clients buying and selling property, manage referrals, liaise with estate agents and internal colleagues, and help convert enquiries into new business.

The role includes updating Branch Managers on performance, tackling inbound/outbound calls from referred clients, and aiming to meet monthly targets while promoting the Conveyancing service and providing quotes.

Qualifications

• Customer service experience is key.
• Confident, friendly and outgoing telephone manner.
• Flexible and patient.
• Highly organised and able to prioritise, working on multiple tasks at one time.
• Initiative
• Good written and verbal communication skills.

Responsibilities

• Manage referrals and business from a portfolio of offices.
• Updating Branch Managers on weekly and monthly performance, suggesting improvements where necessary.
• Handling outbound and inbound calls to referred clients buying and/or selling property to secure instructions and business for MTP.
• Working to meet and exceed monthly targets.
• Discussing the benefits of the Conveyancing service provided by the firm and providing quotes where necessary.
• Taking and processing card payments, updating Monies on Account spreadsheet for Accounts department.
• Processing end of day credit card banking.
• Monitoring and chasing outstanding paperwork from clients.
• Providing information regarding referred clients to Fee Earners and secretaries within the firm via Welcome Call Summaries and ad hoc communications/conversations.
• Undertaking administrative duties such as photocopying, filing and updating client details.
• Accessing and inputting data on to the firm’s client database and Excel spreadsheets.
• Involvement with Weekly and Monthly Departmental Reports on referrals, Instructions, Exchanges and Conversions.
• Working as part of the New Business Team.
• Handling all confidential information discreetly.

Skills

Customer service

Telephone manner

Organised

Initiative

Written & verbal comms

Tools

Excel

Job description

At Martin Tolhurst Solicitors, we’re seeking an Account Manager to join our New Business Team. You’ll speak with clients buying and selling property, manage referrals, liaise with estate agents and internal colleagues, and help convert enquiries into new business.

The role includes updating Branch Managers on performance, tackling inbound/outbound calls from referred clients, and aiming to meet monthly targets while promoting the Conveyancing service and providing quotes.