New Client Specialist/ Bilingual Intake Agent
The Jeffcoat Firm is dedicated to serving everyday people in crisis by delivering exceptional legal services across South Carolina. As a New Client Specialist / Intake Agent, you will be the first reputed company of contact for individuals seeking legal help, conducting intake interviews in both English and Spanish while ensuring potential clients feel supported and informed.
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 reputed company 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 reputed company
- Follow established intake scripts, qualification guidelines, and firm procedures
- Collaborate with attorneys, supervisors, and intake leadership to ensure smooth case flow
Skills
- Fluent in English and Spanish (required)
- 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
- Previous experience in legal intake, call center, customer service, or a reputed company role preferred
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 Overview