Supervisor Bilíngue ensuring efficient operational management processes and compliance at Allianz Partners. Managing costs, reports, and performance indicators with operational efficiency.
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
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