Legal Onboarding Advisor

4 weeks ago


Liverpool, United Kingdom First Legal Solicitors Full time

Job Description

JOB PURPOSE

To review and validate new cases and suitability for tax relief, ensuring only the strongest of cases are accepted. You will answer incoming calls from prospective and existing clients, respond to enquiries, validate new claim prospects, and provide legal information in relation to Stamp Duty Land Tax.

You will be a member of the Stamp Duty Onboarding Team and will be responsible for assessing client’s initial case, online and over the phone, considering the available relief based on the information they have provided, and then running the cases through to settlement in full. You will also be responsible for explaining the terms and conditions of the Damage Based Agreement and any funding options, whilst displaying a professional company image throughout, via both voice and online interactions.

The successful candidate will also be responsible for assessing and obtaining valid documents, based on clients circumstances. Candidates must have a strong work ethic, excellent problem-solving skills and be comfortable working in a fast-paced and dynamic work environment.

MAIN DUTIES

  • Collecting and assessing accurate information and documents to proceed with a case
  • Conduct an initial Risk Assessment, consider all available reliefs based on the clients circumstances
  • Assessing the merits of a claim against a set criteria and analysing client’s information
  • Taking ownership of client query’s and dealing appropriately to progress the claim
  • Answer incoming calls and respond to client correspondence
  • Promoting our service and benefits and that of the business, ensuring new claim conversions
  • Document all call information according to standard operating procedures
  • Consistently follow up customer calls throughout the whole claim process
  • Basic calculation of Stamp Duty Land Tax payments (training provided)
  • Maintaining good relationships internally and externally
  • Adherence to SLAs and KPIs
  • Liaise with multiple departments within the Group to assist with claim progression
  • Ensuring compliance with the SRA Code of Conduct
  • Adhering to legal requirements, industry regulations and customer quality standards set by the company

COMPENTENCIES

  • Excellent listening, verbal, and written communication skills
  • Excellent phone manner and ability to retain, process and relay information while on the phone
  • Ability to problem solve, dependent of the clients circumstances and information provided
  • Ability to consider multiple factors during phone interactions and respond effectively
  • Excellent communicator, able to see things from all points of view.
  • Ability to be proficient at all times, ensuring correspondence such as; letters, emails, social media and telephone calls are actioned/compiled in a professional manor.
  • Excellent timekeeping and attendance.
  • Excellent telephone skills.
  • Excellent data entry and typing skills
  • Ability to work well within a team and participate in team activity’s
  • Ability and desire to learn new systems
  • Self-drive, results orientated who can critically assess own performance.
  • Well-presented and business like.
  • Proficient in the Use in office products such as Word and Excel

EXPERIENCE

  • Legal training and / or qualification desirable
  • Understanding the principles of claims/legal industry is essential
  • Knowledge of customer service practices and principles
  • Engaging personality and tenacity essential.

BENEFITS

  • 22 days annual leave plus bank holidays
  • Birthday off
  • Christmas Closure
  • “Personal time” – 8 hours for external appointments across the year.
  • Staff referral Bonus
  • Employee Assistance programme
  • Training and progression opportunities within YOUR business group
  • Reduced parking costs via salary sacrifice
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