Bilingual Referral Supervisor

Key Responsibilities

• Oversee and manage all outbound referrals generated by the Intake Department.
• Review incoming inquiries and identify cases that are not a fit for the firm but may be appropriate for referral to outside counsel.
• Evaluate potential referrals based on case type, liability, damages, jurisdiction, and other relevant criteria.
• Identify, establish, and maintain relationships with outside attorneys, law firms, and referral partners.
• Coordinate the referral process, ensuring timely follow-up, accurate documentation, and appropriate case handoffs.
• Track referral activity, conversion rates, outcomes, and other key performance metrics.
• Collaborate with Intake leadership to improve referral workflows, maximize opportunities, and ensure consistent handling of cases.
• Establish standard operating procedures and accountability measures for referral tracking and follow-up.
• Ensure referral practices comply with applicable legal ethics rules, attorney advertising requirements, and fee-sharing regulations.

Skills, Knowledge & Expertise

• Bilingual in English and Spanish is required.
• Experience in personal injury law, legal intake, case management, attorney relations, or referral management.
• Prior supervisory or team leadership experience preferred.
• Strong understanding of personal injury case types, case screening, and referral processes.
• Excellent communication, negotiation, relationship-building, and organizational skills.
• Ability to manage multiple referrals simultaneously while maintaining accuracy and timely follow-up.
• Experience using CRM systems, case management software, and referral tracking tools.
• Ability to work on-site in Newport Beach, California.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Paid time off