Hybrid Client Specialist, Bilingual Intake Agent

Posted 4 weeks ago

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About the role

  • New Client Specialist assisting clients at The Jeffcoat Firm, conducting intake interviews and supporting case management. Bilingual in English and Spanish is required with a hybrid work schedule.

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

Requirements

  • Fluent in English and Spanish (required)
  • Previous experience in legal intake, call center, customer service, or a related role preferred
  • 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

Benefits

  • comprehensive benefits package including 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 to support causes you're passionate about
  • ongoing training and development to help advance your career

Job title

Client Specialist, Bilingual Intake Agent

Job type

Experience level

Mid levelSenior

Salary

$22 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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