Conveyancing Quotations and Client Intake Coordinator â Kloof KZN

Recruiter:

Accountancy Placements Pietermaritzburg

Job Ref:

PMB001120/LD

Date posted:

Monday, June 30, 2025

Location:

Kloof, South Africa

SUMMARY:
Conveyancing Quotations and Client Intake Coordinator – Kloof KZN
Full-time in office (UK Hours)
Our client seeks a highly organised and client-focused Conveyancing Quotations and Client Intake Coordinator to join their team.

POSITION INFO:

Responsibilities

Efficiently monitor and manage multiple shared inboxes, ensuring all client queries are acknowledged and responded to within agreed service levels
Prepare accurate, tailored quotations using standard templates and client information, considering factors like property status and complexity
Deliver high-quality client service through clear, professional communication via email and phone, capturing key client details to support accurate quoting
Flag urgent, unusual, or complex enquiries to senior team members or legal staff as appropriate
Liaise with the onboarding team by passing on completed quote details and relevant client information
Maintain comprehensive records of all correspondence and interactions in the appropriate case management or CRM system
Collaborate with internal teams to resolve client queries or escalate issues when necessary
Track quote conversions and support follow-ups to boost client engagement
Contribute to continuous improvement by identifying ways to enhance client communication and streamline internal processes
Must be willing to work in office full time - UK hours

Requirements

Strong organisational and time management skills, with the ability to prioritise tasks effectively
Clear, confident communicator with a client-focused and professional approach
Proven ability to manage multiple enquiries simultaneously with high attention to detail
Comfortable working with templates, pricing structures, and varied client instructions
Able to work independently while also being a collaborative team player
Highly accurate with a meticulous eye for detail
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Positive, proactive, and adaptable attitude
Experience in a legal or client-facing environment is an advantage
Familiarity with residential and/or commercial conveyancing is beneficial but not essential

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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