Quote manager Work, Jobs in Wetherby, Wyk (with Salaries)

Onboarding Coordinator
Eccles Heddon Solicitors Ltd —Ripon
- From £24,700 a year
- Full-time
- Sales
- Administrative experience
- Data entry
- Employee discount
- Bereavement leave
Quick apply
4d
Assistant Procurement Manager
Harte Woodworking Ltd —Ossett
- Full-time
- Microsoft Word
- Microsoft Excel
- English
- Free parking
- Health & wellbeing programme
Quick apply
3d
Senior Policy Adviser, MoJ/HMPPS Joint Strategic Policy Unit
Ministry of Justice —Leeds
- £40,001 - £60,000 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- IT
- Annual leave
- Employee discount
12d
Stores Co-ordinator
Heineken International B.V. —Tadcaster
- £27,000 a year
- Full-time
- Forklift
- Employee discount
Quick apply
4d
Property/Maintenance Manager
Watts & Co Property —Leeds
- £30,000 a year
- Full-time
- Driving
- Data entry
- In-person
- Free parking
Quick apply
Managed Services Solutions Specialist
Phoenix Software —Pocklington
- Full-time
- Hybrid work
- Sales
- Organisational skills
- IT
Quick apply
Account Manager
Jensten Group —Leeds
- Hybrid work
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Maintenance Operative
Bupa —Harrogate
- Up to £17.30 an hour
- Full-time
- Customer service
- Computer literacy
- Maintenance
- Employee discount
- Gym membership
Quick apply
Arboricultural Officer
Leeds City Council —Leeds
- £37,280 - £39,152 a year
- Weekend availability
- Microsoft Office
- Communication skills
- Negotiation
- Annual leave
4d
Operational Support Grade - HMP Askham Grange (Prison Support Role)
Ministry of Justice —York
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- IT
- Annual leave
- Employee assistance programme
Operational Support Grade - HMP Wetherby (Prison Support Role)
Ministry of Justice —Leeds
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Annual leave
- Employee assistance programme
Control Estimator - Commercial Projects
Tait —Pontefract
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Schematics
- Annual leave
- Employee assistance programme
Full Time Showroom Manager The Cotswold Company
Redbrick —Birstall
- Full-time
- Sales
- Customer service
- Supervising experience
- Employee discount
REQ490814 Mobile Electrical Engineer
Integral UK —York
- Weekend availability
- Carpentry
- Maintenance
- Plumbing
- Flexible schedule
Quick apply
Business Manager - Yorkshire and the Humber Probation Service - Bradford and Calderdale (Full Time, 1-Year Fixed Term)
HM Prison & Probation Service —Bradford
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
1d
Service Desk Analyst, Judicial Digital Services, Judicial Office
Ministry of Justice —Leeds
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Azure
- Presentation skills
- Agile
- Annual leave
- Employee discount
5d
Mobile Electrical Engineer
JLL —Leeds
- Weekend availability
- Carpentry
- Maintenance
- Plumbing
- Flexible schedule
Workshop Manager
Genome Design Porsche —Sherburn in Elmet
- £35,000 - £45,000 a year
- Full-time
- Customer service
- Supervising experience
- Mentoring
- Free parking
- Employee discount
Quick apply
12d
Roofing Category Manager
Myers Group —Huddersfield
- From £55,000 a year
- Full-time
- Sales
- Organisational skills
- In-person
- Free parking
- Employee assistance programme
Quick apply
Facilities Manager (Hard Services - Reactive)
Town Centre Securities PLC —Leeds
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
Quick apply

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Onboarding Coordinator

Eccles Heddon Solicitors Ltd
Ripon

Quick apply

Job details

Permanent | Graduate | Full-time
From £24,700 a year
4 days ago

Benefits

Company pension
Employee discount
Bereavement leave

Qualifications

Sales
Administrative experience
Data entry
Organisational skills
Communication skills

Full job description

Overview

1. Act as the first point of contact for prospective residential property clients

2. Plays a key role in converting enquiries into instructed matters.

3. Providing accurate quotations, following up outstanding quotes, maintaining clear records on the quoting system,

and supporting a smooth start to the client journey.

4. Liaise with estate agents, promote the firm’s service confidently and professionally,

5. Assist with general administrative tasks relating to the Residential Property department.

Duties

1. Handle incoming enquiries from prospective residential property clients by telephone, email and other communication channels in a professional, friendly and efficient manner.

2. Build rapport by being enthusiastic and empathetic to enquirers, understanding that they are embarking on an exciting but life changing transaction.

3. Provide clear, accurate and timely quotations for residential property matters in line with the firm’s pricing structure and service standards and using the firm’s online quoting system.

4. Impart value as well as pricing to the prospective clients.

5. Explain the firm’s conveyancing service and onboarding process clearly, helping potential clients understand the benefits of instructing the firm.

6. Transfer clients to Fee Earners for further explanation if judged necessary to land the business.

7. Diarise ahead to actively follow up quotations issued, monitor responses and chase prospective clients appropriately to maximise conversion of enquiries into instructions.

8. Assess accurately the correct fee earner for the role and ensure that the client knows who this will be and what the next steps will be in the onboarding process before the matter is passed to the fee earner.

9. Maintain detailed, accurate and up-to-date notes on the quoting and case management system so that all interactions and next steps are clearly recorded.

10. Keep estate agents and other relevant introducers updated at appropriate stages to support strong working relationships and encourage effective communication.

11. Identify and always escalate more complex legal or technical enquiries to the appropriate fee earner or manager where necessary - ensure you do not give legal advice.

12. Support the opening of new matters by ensuring initial information is captured accurately and relevant onboarding steps are progressed promptly by using the Redbrick and Unity case management systems.

13. Deal with new matters through the ‘Quote’ stage on Redbrick and only transfer to the fee earning team once all of the steps are fully completed and the onboarding process is concluded.

14. Be able to pull reports on both the quote system and Redbrick and Unity to provide management information for the Head of Department, Partners and Practice Manager.

15. Understand and deal with electronic identification and verification of clients, which includes interpreting the results of the EID&V system in place and being able to ask for more documents if Enhanced Due Diligence is required.

16. Have a basic understanding of Anti-Money Laundering, Financial Crime, PEP and Sanctions issues and be able to communicate to clients why the firm needs to take steps to manage risk in these areas as appropriate with the firm’s policies and procedures.

17. Provide a high standard of client care at all times, ensuring that prospective and new clients receive a positive first impression of the firm.

18. If a client is unable to get through to their fee earner or their legal assistant at later stages of the matter, be able to answer basic questions about the progress of the matter and take messages to pass on to the fee earning team.

19. Deal with forwarding of enquiries from Lender Exchange and LMS to the fee earners and their assistants.

20. Assist with general administrative duties, including data entry, document preparation, diary management, filing, and other support tasks as required by the department.

21. Work closely with colleagues across the residential property team to ensure a smooth handover from initial enquiry to instructed matter.

22. Contribute to the continuous improvement of onboarding, enquiry handling and administrative processes.

23. Any other tasks as reasonably delegated by the qualified staff in the department, the Head of Department, the Partners, the Practice Manager or within the practice including providing cover for colleagues as and when necessary.

Experience

Previous experience in an administrative or support role is preferred.
Familiarity with Microsoft programmes is highly desirable.
Experience with data entry and maintaining accurate records.
Strong organisational skills with the ability to manage multiple tasks simultaneously.
Excellent communication skills, both written and verbal.
Knowledge of residential property practices and procedures will be beneficial.
Ability to work independently with minimal supervision while collaborating effectively within a team.
Sales experience would be beneficial.

Pay: From £24,700.00 per year

Benefits:

Bereavement leave
Company pension
Employee discount

Work Location: In person

Quick apply

Refine Your Search

quote manager jobs in wetherby, wyk

Onboarding Coordinator

Assistant Procurement Manager

Senior Policy Adviser, MoJ/HMPPS Joint Strategic Policy Unit

Stores Co-ordinator

Property/Maintenance Manager

Managed Services Solutions Specialist

Account Manager

Maintenance Operative

Arboricultural Officer

Operational Support Grade - HMP Askham Grange (Prison Support Role)

Operational Support Grade - HMP Wetherby (Prison Support Role)

Control Estimator - Commercial Projects

Full Time Showroom Manager The Cotswold Company

REQ490814 Mobile Electrical Engineer

Business Manager - Yorkshire and the Humber Probation Service - Bradford and Calderdale (Full Time, 1-Year Fixed Term)

Service Desk Analyst, Judicial Digital Services, Judicial Office

Mobile Electrical Engineer

Workshop Manager

Roofing Category Manager

Facilities Manager (Hard Services - Reactive)

I want to receive the latest job alerts for quote manager in wetherby, wyk

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