Onboarding Team Member – CN (Southport)

Company: Fletchers Solicitors Ltd
Apply for the Onboarding Team Member – CN (Southport)
Location: Sefton
Job Description:

Office attendance expectation: Initial period in the office for training, followed by hybrid working.

Working hours: 35 hours – Monday to Sunday on a rota basis (1 weekend work in 4 weeks).

Fletchers Solicitors Ltd have a fantastic opportunity to join our growing Team.

The successful candidatewill ensure that our clients are continually at the heart of everything we do by being motivated and enthusiastic about providing excellent customer service. They will be responsible for onboarding clients by providing step by step support to the clients during the initial sign‑up process.

Benefits

  • 35 hours working week
  • Bonus scheme (subject to targets being met)
  • 35 days holiday a year including bank holidays and Christmas Closure, you also have an option to purchase up to 3 extra days’ holiday per year, until you reach the maximum long service awards which are awarded after your 5 th , 7 th, and 9 th full year of employment
  • Pension scheme with tax‑efficient salary sacrifice option
  • Life Assurance Policy
  • Medicash policy to cover some dental, optical and other medical expenses
  • Company sick pay
  • Enhanced Maternity, Paternity and IVF schemes
  • Flexible, agile working environment with a positive work‑life balance
  • Varied calendar of funded company social events
  • Monthly voucher awards for winning nominees

Main Responsibilities

  • Communicating with clients daily, managing and developing relationships with clients via phone and email.
  • Developing and maintaining knowledge of claims process for Medical Negligence.
  • Understanding and discussing our funding and insurance information.
  • Communicate with our legal team where necessary to progress cases.
  • Make amendments to our sign up/ medical consent forms where required.
  • Building rapport with clients ensuring all accurate information is taken and entered onto the Proclaim file management system.
  • Monitoring own task list making sure all enquiries are contacted daily to chase the client for instructions.
  • Any other ad‑hoc duties as requested by your Team Leader or Head of Department.
  • Obtaining further information from clients regarding their potential claim.
  • Assisting the legal teams to onboard high value cases.

Essential Skills and Experience

  • Call Centre experience or customer facing experience.
  • A willingness to learn and develop.
  • Excellent verbal, written communication, and telephone skills.
  • Exceptional attention to detail.
  • Team player.
  • Microsoft Office.

We reserve the right to close this role before the date specified depending on the calibre and volume of candidates.

Equality, Diversity and Inclusion

Fletchers Group is an inclusive employer with a diverse workforce, which is why we welcome applications from all diversity groups and backgrounds. We’re committed to providing a culture and environment where everyone can thrive. Fletchers understand and celebrating that no colleague is the same. We’re proud of our work on the Disability Confident scheme, and we are signing up to other diversity standards to reflect our ethos.

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Posted: June 1st, 2026