Onboarding Team Member - PI (Southport)

Fletchers Group; Sefton; Hybrid; GBP 23,000; Full time

Job summary

Fletchers Group seeks an Onboarding Team Member in Southport to enhance client onboarding experiences. The candidate will manage client relationships, ensure excellent customer service, and collaborate with legal teams. Enjoy a competitive salary, flexible working arrangements, and extensive benefits in a supportive environment.

Benefits

Bonus scheme (subject to targets)

35 days holiday including bank holidays

Pension scheme with salary sacrifice

Life Assurance Policy

Medicash policy (dental, optical cover)

Enhanced sick pay

Flexible working environment

Social events calendar

Qualifications

• Experience in a call center or customer-facing role.
• Strong communication skills, both verbal and written.
• Willingness to learn and adapt.

Responsibilities

• Communicating daily with clients via phone and email.
• Onboarding clients and managing relationships.
• Collaborating with the legal team to progress cases.

Skills

Communication skills

Customer service skills

Attention to detail

Team player attitude

Tools

Microsoft Office

Job description

Onboarding Team Member - PI

Location: Southport

Salary: £22,932

Office attendance expectation: Initial period in the office for training, followed by hybrid working.

Working hours: 35 hours - Monday to Sunday on a rota basis (1 weekend work in 6 weeks)

Fletchers Solicitors Ltd has a fantastic opportunity to join our growing Onboarding Team.

The successful candidate will ensure that our clients are at the heart of everything we do by being motivated and enthusiastic about providing excellent customer service. They will be responsible for onboarding clients by providing step-by-step support during the initial sign-up process.

In Return, Fletchers Can Offer:

• Competitive salary
• 35 hours working week
• Bonus scheme (subject to targets being met)
• 35 days holiday a year including bank holidays and Christmas Closure. Option to purchase up to 3 extra days’ holiday per year. Long service awards include 3 additional days after 5, 7, and 9 years of employment.
• Pension scheme with tax-efficient salary sacrifice option
• Life Assurance Policy
• Medicash policy covering dental, optical, and other medical expenses
• Enhanced company sick pay
• Enhanced Maternity, Paternity, and IVF schemes
• Flexible, agile working environment promoting work-life balance
• Varied calendar of funded social events (check out Fletchers Group on LinkedIn)
• Monthly voucher awards

Main Responsibilities for the Role:

• Communicating with clients daily via phone and email, managing and developing relationships.
• Developing and maintaining knowledge of claims process for Personal Injury Cases.
• Understanding and discussing funding and insurance information.
• Collaborating with our legal team to progress cases.
• Making amendments to sign-up forms as required.
• Building rapport with clients, ensuring accurate information is collected and entered into the Proclaim system.
• Monitoring own task list to contact clients daily for instructions.
• Performing any other ad-hoc duties as requested by your Team Leader or Head of Department.

The Ideal Candidate Will Have:

• Call Centre or customer-facing experience.
• A willingness to learn and develop.
• Excellent verbal, written, and telephone communication skills.
• Exceptional attention to detail.
• Team player attitude.
• Proficiency in Microsoft Office.
• Exceptional customer service skills.

We reserve the right to close this role before the specified date depending on candidate quality and volume.

About Fletchers Solicitors:

Fletchers is a growing law firm specializing in personal injury and clinical negligence law, with excellent rankings with both the Legal 500 and Chambers & Partners. We have expanded into the Fletchers Group, with offices in Manchester, Liverpool, Southport, Leeds, Bolton, and Cambridge. We offer flexible hybrid work arrangements, attractive benefits, training opportunities, and internal progression. Our culture is nurturing, supporting your aspirations, with initiatives like our Learning & Development programs, apprenticeship and training contracts, and the Fletchers Foundation to support injury victims.

More information can be found on our website.

Fletchers Group is an inclusive employer, welcoming applications from all backgrounds. We are committed to diversity and inclusion, participating in schemes like Disability Confident and other standards to foster a supportive environment.