New Client Specialist/ Bilingual Intake Agent

The Jeffcoat Firm; Columbia (SC); Hybrid; USD 30,000 - 36,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401k plan with employer contribution

Parental leave

12 paid holidays

Volunteer time off

Training and development

Job summary

The Jeffcoat Firm in Columbia, SC is seeking a New Client Specialist / Intake Agent. You will conduct intake interviews in English and Spanish, gather case details, and guide potential clients through next steps with empathy and professionalism.

This hybrid role splits time between in-office and remote work. The position offers competitive pay ($22–$26 per hour) plus a benefits package and paid holidays, reflecting our commitment to integrity and client service.

Qualifications

• Fluent in English and Spanish (required).
• Strong verbal and written communication skills.
• High attention to detail and excellent organizational skills.
• Professional, reliable, and punctual.

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.

Skills

Bilingual English/Spanish

Strong communication

Attention to detail

Professional & punctual

Hybrid work

Job description

Description

At The Jeffcoat Firm, we are dedicated to serving everyday people in crisis. Led by CEO Michael Jeffcoat, our mission is to deliver exceptional legal services across South Carolina with integrity, compassion, and excellence. Our team is composed of ambitious, resilient, and self-motivated professionals who take pride in providing outstanding care to our clients and fostering a supportive work environment.

As a New Client Specialist / Intake Agent, you will serve as the first point of contact for individuals seeking legal help. You will conduct detailed intake interviews in both English and Spanish, gather and document case information, and ensure potential clients feel supported, informed, and con?dent in their next steps.

This is a hybrid role (50% in-office / 50% remote) that requires professionalism, empathy, attention to detail, and strong communication skills.

Key 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, quali?cation guidelines, and firm procedures
• Collaborate with attorneys, supervisors, and intake leadership to ensure smooth case flow

Qualifications

• 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

Why You'll Love It Here

• $22 - $26 per hour, depending on experience.
• Enjoy a comprehensive benefits package including medical, dental, and vision coverage. Take advantage of parental leave & a 401k plan with an employer contribution.
• Recharge with our generous vacation policy, including 12 paid holidays.
• Our Firm believes in making our community a better place and paying all successes forward. We offer 8 hours of volunteer time off per quarter to support causes you're passionate about.
• We provide supportive leadership, expect accountability and transparency, and focus on outreach.
• Ongoing training and development to help advance your career.

Requirements

• 8:30 AM-5:30 PM Monday - Friday
• In office, Columbia, SC (Hybrid role)
• First month of training will be in the office (1333 Main St, Columbia, SC)

The Jeffcoat Firm is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.

If you are unable to apply online due to a disability, contact Talent Acquisitions at [e-mail].

Salary Description

$22 - $26 per hour