Current Vacancies

Current available roles are shown below.

Client Services Associate & Customer Support cover

Date July 2021
Job Title Client Services Associate & Customer Support cover
Reports To Head of Account Management & Legal Advice & Support Centre Manager

Main Purpose of Job

Act as the primary contact, and take responsibility for, change requests and operational issues from selected clients. Provide the highest quality customer service and technical support to clients.


Epoq ( is the UK’s leading provider of online legal services. By utilising cutting edge document automation technology, integrated workflow systems and content, together with telephone legal advice and document review, we enable insurers and financial services providers to deliver legal services to their consumer and business clients. Our services include "intelligent" legal documents like wills, divorce, employment agreements and tenancy contracts over the web.

Our customers include major brands such as MORE TH>N, Allianz, Which?, Thomson Reuters and Mutual of Omaha. We aim to transform the market for the delivery of legal services, using our technology to make law easy.

Responsibilities & Tasks

1) Client Services

  • Act as primary contact, internally and externally, for change requests and operational issues from selected clients
  • Where required, price changes and agree change control documentation with the client
  • Create Jira tickets for the Development team to action the changes, and liaise with clients to ensure they are happy with the work completed
  • Arrange review calls with clients, draw up agendas and deal with meeting actions
  • Act as point of escalation for clients and help manage resolution of raised issues
  • Produce client MI on usage to prior to client meetings, and other ad hoc MI as required for account management purposes
  • Provide support for US Sales and Marketing team as required
  • Provide cover for other Client Services Associates as required
  • Any other duties requested from time to time by the CEO

2) Customer support

  • Answer customer services helpline telephone calls, and emails, providing callers with an excellent standard of service
  • Provide customers with guidance in the use of Epoq’s websites, and document automation software, Rapidocs
  • Ensure that all problems are resolved speedily achieving high levels of customer satisfaction
  • Investigate and respond to complaints within agreed SLAs
  • Log all calls taken on the CRM system (ELCCS), and write notes on action taken
  • Log JIRA tickets when required for the Development, QA or Content team to investigate/action
  • Assist with the production of regular and ad hoc MI, including SLA reporting in accordance with the Epoq MI Index
  • Manage users and automated reports within the reporting system (ERT)
  • Add and manage tokens (user access and discounts) and schemes (for access) in ELCCS
  • Monitor, report on and respond where appropriate to customer feedback survey responses, taking any resulting actions necessary and manage the quarterly feedback prize draw process
  • Any other duties requested from time to time by the Legal Advice & call Centre Manager

Qualifications and Experience

What education, experience and competencies are required for effective performance of the job?

Education & Experience

  • Client service/client relationship experience
  • 5 years’ work experience in total as a minimum
  • Previous experience of managing client facing projects
  • Strong level of IT skills generally
  • Excellent knowledge of Excel and Word

Key Competencies

  • Excellent inter-personal and team skills essential. Ability to communicate well with staff, managers and developers critical
  • Excellent administration and organisational skills
  • Ability to multi-task and handle multiple priorities
  • Implementation skills (setting priorities, defining targets, giving responsibilities and setting plans)
  • Ability to work under own initiative
  • Need for excellence
  • Adaptable
  • Excellent verbal and written communication skills.
  • Collaboration – able to work effectively with different people at different levels
  • Decisive
  • Influencing skills - ability to influence and persuade others
  • Problem solving

Business Development Representative (North America)

Date July 2021
Job Title Business Development Representative (North America)
Reports To CEO, Epoq Legal North America

Main Purpose of Job

To execute and develop further our go-to-market sales strategy across North America.

Handling the end-to-end sales cycle, including presenting, proposals, negotiating terms and closing.


Epoq Legal ( is a pioneer in the development of online legal document services, we are now the largest "brand behind the brand" of digital legal services in North America and the United Kingdom. Our services include "intelligent" legal documents like wills, powers of attorney, healthcare directives and business agreements.

We focus on supporting the policyholder of insurers, our clients in the U.S. include Mutual of Omaha, Allianz, Colonial Life, Everest, Foresters Financial and many others. We aim to further transform the market for the delivery of legal services in the U.S. and Canada, using our technology and expertise to make law easy.

Responsibilities & Tasks

  • Through own initiatives, and in conjunction with the marketing team, create campaigns to initiate contact with sales prospects
  • Attend conferences and industry events to generate sales leads
  • Establish relationships with senior executives of insurers, insurance agencies and affinity groups at in-person conferences, video calls or via prospecting.
  • Meet online or in-person with prospects to understand their needs and present Epoq services that may be suitable for them
  • Write proposals for prospects that show interest that engage them and take the sale forward
  • Work on pricing for prospects
  • Deal with prospect questions
  • Chase up pending prospects
  • Create term sheets and seek client agreement to proceed
  • Log all sales activities in our sales CRM
  • Report on clearly defined KPIs, communicate effectively across the organization and help provide valuable input as our business strategy evolves.
  • Any other duties as requested from time to time by the US CEO and other senior colleagues.

What education, experience and competencies are required for effective performance of the job?

Education & knowledge

  • Clear demonstration of your ability to establish relationships, negotiate, and win $100k+ deals with an executive-level audience.
  • 4+ years selling to large organizations with multiple stakeholders ideally in the insurtech, fintech, financial services, or enterprise SaaS.
  • A track record of results leading or participating in a high performing sales team.
  • Excellent pipeline management, forecasting, and reporting abilities using Salesforce or a similar CRM. Plus, great competency with office applications.
  • Comfort with and understanding of technology, plus the ability to demo software applications effectively.
  • Excellent written and verbal communication combined with superb interpersonal skills to quickly build rapport.

Key Attributes & Competencies

  • Excellent verbal and written communication and interpersonal skills, including the ability to influence
  • Excellent presentation skills (verbal and in writing)
  • High level of creative skills especially in a business context
  • Ability to work under own initiative and to deadlines
  • Good grasp of customer/client needs analysis
  • Integrity – you treat clients with respect and provide transparent solutions in the sales process.
  • Teamwork – you empathize with the teams you work with and provide support to those working alongside you.
  • Exceptional service – you are organised, proactive and adaptable, meeting agreed timelines and retracting quickly to customer requests.
  • Highly motivated and energetic

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