New Enquiries Executive

Lyons Bowe Limited

Shepton Mallet

Hybrid

GBP 25,000 - 33,000

Full time

12 days ago
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Benefits offered by this job

Onsite parking
Discounted legal services
Free flu jab
Free eye test
Have your birthday off!
Access to free mental health services
Family friendly approach
Healthy work-life balance
Extensive training and development

Job summary

Lyons Bowe Limited is seeking a New Enquiries Executive to join our forward thinking law firm in the United Kingdom. You will report to the New Enquiries Executive Team Leader and the New Instructions Team Manager, supported by the Business Development Team, and play a pivotal role in delivering exceptional service to clients.

Responsibilities include quoting legal services, sourcing new sales opportunities, managing your diary for prompt lead conversion, and ensuring CRM records are up to date.

Qualifications

  • 2 years' inbound sales experience
  • Strong IT skills including case management software and CRM systems
  • Excellent time management and organisational abilities
  • Proven track record in providing exceptional client care
  • Able to communicate effectively by phone, email and in person

Responsibilities

  • Quote our legal services for clients, estate agents and third parties
  • Source new sales opportunities through inbound follow-ups
  • Manage your diary and workload for prompt lead conversion
  • Coordinate with New Instructions and BD teams to hit monthly targets
  • Update CRM daily with sales activity
  • Proactively use CRM to sell all services
  • Provide excellent client care and communicate with clients regularly
  • Build and maintain relationships with internal and external stakeholders

Skills

Sales skills
IT skills
Time management
Organisation
Client care

Tools

CRM systems
Case management software

Job description

Join a forward thinking law firm, where innovation meets opportunity. We invest in your growth and support your ambitions.

The New Enquiries Executive will report into the New Enquiries Executive Team Leader and the New Instructions Team Manager, whilst being supported by the Business Development Team. The New Instructions and New Enquiries Team are a pivotal part of the business and provide exceptional service to our clients.

Responsibilities and Duties

Business Development

  • Providing quotes for our legal services as requested by our clients, Estate Agents, or other 3 rd parties.
  • ourcing new sales opportunities through inbound lead follow up calls and emails.
  • Managing your own diary and workload to ensure successful and prompt conversion of leads and quotes.
  • Working with the New Instructions and Business Development teams to achieve the overall company target of instructions and quotes per month.
  • Monitor accurately and report to the Business Development Team, reasons for declined instructions.
  • Following up all quotes within company agreed timeframe.
  • Ensuring that our CRM is updated with all sales activity on a daily basis.
  • Proactively utilising our CRM systems to sell all elements of the business.

Communication & Client Care

  • Effectively communicating with clients via telephone, email and face-to-face.
  • Provide exceptional service to our clients through regular communication.
  • Deal with any client care issues as soon as they are identified, taking ownership of the matter, and responding in a timely manner.
  • Maintaining strong business relationships with internal & external stakeholders.
  • Building long term relationships with our agents and clients.

Use of IT

  • Complete all mandatory etraining as instructed.
  • Use the relevant systems on a daily basis to ensure the accuracy and effectiveness of your work.
  • Attend full training and be confident in the use of:
    • Communicator
    • Email
    • SOS Connect
    • Perfect portal
    • Post Room
    • Report any issues with IT to the Operations team.

Team Working

  • Working with your colleagues to ensure that everyone is supported.
  • Planning your own holiday and time off effectively.
  • Attending all daily meetings with your Legal Team and Exchange & Completions Team.

General Responsibilities

  • To act with integrity and honesty, and in line with the Solicitor Regulations Authority (SRA) code of conduct.
  • Ensure that all administration, records and files are stored and processed in line with the Data Protection Act 2018 and the General Data Protection Regulations 2018.
  • Undertake any other duties as may be reasonably required.
  • Liaising with the Accounts Department regarding payment and financial matters
  • Ensure work issues or problems are reported immediately to the management team.
Personal Qualities

Ownership

  • Self-motivated and able to organise your own work with minimum supervision.
  • Can manage your own time effectively and have a flexible approach to work.
  • Understand when you need to seek help and guidance from others before acting.
  • Demonstrates persistence and commitment to completing tasks and objectives.
  • Delivers work output to the required standard.
  • Pays attention to detail and quality of work.

Community

  • Able to build and maintain effective relationships with stakeholders both internally and externally.
  • Operates effectively as part of a team and always put the needs of the team before yourself.
  • Always willing to help and support your work colleagues to ensure business success.
  • Able to express yourself both orally and in writing in a clear and concise manner to clients and colleagues alike.
  • Demonstrate sound judgements and good decision making when dealing with any issues or problems.
  • Identify any potential problems and work with your team to develop solutions to take the correct course of action.
  • Thinking outside the box looking for new solutions to existing problems.
  • Willing to contribute ideas and suggestions to seek improvements to process.
  • Demonstrate a commitment to improving working practices and supports company plans and policies.
  • 2 years' previous experience in a similar, inbound sales focused role.
  • Be able to work in a high-pressured environment and work to deadlines.
  • Strong IT skills including the use of case management software.
  • Have strong time management, organisation and prioritisation skills.
  • Proven track record in providing exceptional client care.
  • Can demonstrate excellent sales skills over the phone, via email and face to face.

Be proactive in your approach to sales.

Desireable Criteria

  • Previous experience working within an Estate Agents or Solicitors.
  • Previous experience working within a multi departmental business, cross selling a variety of services.

Training & Enhanced Learning Opportunities

We offer a variety of external and internal training and, once you have completed your probationary period, you will have a discussion with your Line Manager and our Head of HR about what opportunities you may be interested in.

We have fully detailed and in-depth internal training programmes for all departments, and these cover a variety of topics such as:

  • Lyons Bowe Structure
  • Sales & Business Development
  • Time Management & Prioritisation
  • Communication
  • Client Care

Why Lyons Bowe

  • Annual Lyons Bowe Bank Holiday
  • Either onsite parking or parking permits provided
  • Discounted legal services
  • Free flu jab
  • Free eye test
  • Have your birthday off!
  • Access to free mental health services
  • Family friendly approach
  • Healthy work-life balance
  • Extensive training and development opportunities for all employees

Performance Bonus

Performance bonuses are paid based on the number of conversions done by team members each month with a minimum expectation of 100 conversions a month.

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