Supervising New Client Specialist

Description

The Jeffcoat Firm is committed to helping everyday people in crisis, and CEO Michael Jeffcoat’s mission is to provide unmatched legal services to people in South Carolina. The employees of The Jeffcoat Firm are ambitious, resilient, self-starters with a passion for taking excellent care of clients and each other.

As the Supervising New Client Specialist, you will provide potential clients with an exceptional intake experience. This role encompasses customer service, sales, and administrative duties.

What you'll be doing:  

• Establish, collaborate, and implement The Jeffcoat Firm’s best practices with unrelenting consistency throughout the Sales and Marketing Departments.
• Be a managerial contact and resource for the New Client Specialist Team, helping to perform and maintain supervisory functions of the team including but not limited to performance management, timecard, and time off management.
• Maintain and audit Key Performance Indicators (KPIs) for all team members. Adjusting training for each member and implementing leadership and discipline to exceed minimum goals.
• Evaluate New Client Specialist Employees through periodic Performance Reviews, and when necessary, establish discipline through Performance Improvement Plans for those team members.
• Create training plans for new and existing team members.
• Offer feedback to our after-hours team and be available for questions to bolster their ability to engage with our clients, potential clients, and friends of the Firm.
• Interview prospective clients by phone and email to become familiar with their cases. 
• Set the tone and the pace of inbound phone calls. 
• Evaluate prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm. 
• Onboard new clients by filling out the necessary paperwork and putting together initial case files. 
• Enter client information into Litify.  
• Follow instructions and compliance with policies and procedures.   
• Attends required morning and monthly meetings. 
• Performs other job duties and responsibilities as assigned. 

Who you are: 

• Minimum of High School Diploma or equivalent. Bachelors degree preferred but not required. 
• Minimum of 5 years’ customer service experience is required. 
• Minimum of 2 years' supervisory experience in a corporate environment is required. 
• Familiarity with state and federal court procedures and rules. 
• Strong interpersonal, communication, and writing skills. 
• Ability to work independently and manage multiple priorities in a fast-paced environment. 
• Excellent attention to detail and accuracy. 
• Proficiency in Microsoft Office required. Experience with Litify  

Why you’ll love it here: 

• 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. 
• We provide supportive leadership, expect accountability and transparency, and focus on outreach. preferred. 
• Reliable transportation is required. 

Requirements:  

• 8:30AM—5:30PM Monday – Friday 

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 [email protected].