New Client Specialist/ Bilingual Intake Agent jobs in United States
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The Jeffcoat Firm · 13 hours ago

New Client Specialist/ Bilingual Intake Agent

The Jeffcoat Firm is dedicated to serving everyday people in crisis, delivering exceptional legal services across South Carolina. As a New Client Specialist / Intake Agent, you will be the first point of contact for individuals seeking legal help, conducting intake interviews in both English and Spanish to gather and document case information.

Legal

Responsibilities

Answer and manage inbound and outbound calls from potential new clients in English and Spanish
Conduct comprehensive intake interviews and accurately gather case details
Clearly document all information for attorney and internal review
Explain firm processes, expectations, and next steps to callers
Enter and maintain accurate client data in the firm’s case management system
Handle sensitive or emotional conversations with professionalism and empathy
Follow established intake scripts, qualification guidelines, and firm procedures
Collaborate with attorneys, supervisors, and intake leadership to ensure smooth case flow

Qualification

Fluent in EnglishSpanishLegal intake experienceCustomer service experienceCommunication skillsProfessionalismPunctualityAttention to detailOrganizational skillsReliability

Required

Fluent in English and Spanish
Strong verbal and written communication skills
High attention to detail and excellent organizational skills
Ability to work in a fast-paced, performance-driven environment
Professional, reliable, and punctual
Comfortable working both in-office and remotely as part of a hybrid schedule

Preferred

Previous experience in legal intake, call center, customer service, or a related role

Benefits

Medical, dental, and vision coverage
Parental leave
401k plan with an employer contribution
Generous vacation policy, including 12 paid holidays
8 hours of volunteer time off per quarter

Company

The Jeffcoat Firm

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The Jeffcoat Firm is a personal injury and car accident law firm located in Columbia to service all accident victims in the Midlands.

Funding

Current Stage
Early Stage

Leadership Team

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Michael Jeffcoat ⭐️⭐️⭐️⭐️⭐️
Chief Executive Officer & Chief Legal Officer
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Kim Jeffcoat
Chief Operating Officer
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Company data provided by crunchbase