Conveyancing Quotations and Client Intake Coordinator – Kloof KZN

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

• 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