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7 months ago
Location: Bristol
Job type: Contract
Contact: Hr & Recruitment Team
Category: Sales Administrator Jobs

As a Client Relationship Coordinator, you’ll be responsible for identifying and referring opportunities for new business from telephone and website enquiries. You’ll be the first point of contact for most prospective clients; therefore, an exceptional telephone manner and strong written communication skills are essential.

Key responsibilities

To act as primary point of contact for all new business enquiries received by phone or through our website

To work within an agreed SLA to ensure that all new business enquiries are dealt with, managed and followed up in a timely manner

To represent the company in a professional and approachable manner at all times

Build effective communication links with prospective clients and colleagues, liaising regularly with internal departments

Ask the right questions to ensure that we fully understand the client’s needs, promoting other service areas where necessary & triaging the enquiry as required

Work closely with the Marketing team to identify new marketing channels and evaluate the effectiveness of existing marketing channels

Prepare quotes for new Will enquiries, ensuring that these are followed-up (subject to training and approval by the relevant HODs)

Book appointments in solicitors diaries for face-to-face appointments & call backs

Liaise with Head of Department as to workloads and availability within each department and office

Review and process client information, ensuring that the data recorded is accurate

Ensure that proper records are kept and recorded of Source of Business, contact information, and any other relevant information for marketing purposes

Scheduling follow-up communications to new business enquiries

Work alongside colleagues to ensure that we deliver an exceptional client experience

Ensure that all internal processes are followed

Any other reasonable duties as directed by your Manager

(12 months fixed term contract covering maternity)

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