Senior Manager

Job Summary

• We are currently growing EXL’s Record Retrieval service line and require an attorney to join our team. A strong background in legal research and the U.S. insurance litigation domain is required as well as the ability to create standardized legal processes across multiple jurisdictions and communicate confidently with law firm clients.
• In coordination with the Record Retrieval Legal Manager, the candidate will oversee the Record Retrieval Legal Team, ensuring smooth operations, compliance with jurisdictional requirements, and alignment with organizational objectives.
  

Key Responsibilities

• 1. Client and Opposing Counsel Communication:
• Act as the primary liaison between the team, client law firms, and opposing counsel when needed, ensuring clear and professional communication throughout the Record Retrieval process.
• Demonstrate sound judgment in addressing client inquiries and resolve any legal or procedural concerns efficiently.
• 2. Legal Research and Repository Maintenance:
• Conduct accurate and efficient legal research (using Westlaw or other sources as needed) to maintain a legal repository of templates and processes associated with the Record Retrieval service line.
• Effectively translate legal research into Standard Operating Procedures.
• Become a subject matter expert in the Record Retrieval processes and remain current with regulatory changes affecting subpoena and authorization requirements across all 50 states.
• Regularly update and maintain the legal repository of templates to reflect the latest jurisdictional standards.
• Perform ad hoc research as needed to support the Record Retrieval service line.
• 3. Subpoena and Authorization Drafting Support:
• Supervise the drafting of subpoenas and associated documents, ensuring strict compliance with jurisdictional and law firm specific requirements across all 50 states.
• Adapt templates and procedures to meet specific case and client requirements.
• 4. Subpoena Serving and Court Filings Coordination:
• Oversee the process of serving subpoenas and managing court filings, ensuring timely and accurate execution.
• Manage relationships with multiple vendors, including process servers and court e-filing providers, to streamline operations.
• Team Management:
• Collaborate closely with the Legal Manager to lead a team responsible for the day-to-day preparation and processing of the Record Retrieval legal work.
• Provide guidance, training, and performance feedback to ensure team efficiency and compliance with legal protocols.
• Handle team escalations regarding compliance or legal processes, including liaising with law firm clients to resolve issues in a timely manner.
• Vendor Coordination:
• Assist with the selection of vendors as needed on a state-by state basis, including process servers, court e-filing vendors and/or notaries, to ensure adherence to deadlines and jurisdictional requirements.
• Collaborate with vendors and monitor vendor performance to maintain quality and efficiency.
• Compliance Monitoring:
• Ensure all team activities comply with state and federal regulations, mitigating risks associated with Records Retrieval and legal documentation.
• Implement corrective measures as needed to address compliance gaps or process inefficiencies.
• Documentation and Reporting:
• Oversee the maintenance of accurate and detailed records of communications, filings, and updates to legal templates.
• Prepare periodic reports on team performance, compliance updates, and vendor operations.
• Oversee documenting of law firm specific Standard Operating Procedures and ensure team member adherence.
• A law graduate (LL.B.) from a reputable university (minimum).
• 10+ years of relevant experience managing teams handling legal work for U.S. based clients, including legal research and document drafting (especially subpoenas and other litigation related documents).
• Experience handling direct client-facing oral and written communication with U.S. legal professionals, preferably U.S. law firms or insurance staff legal attorneys and paralegals.
• Prior experience with Record Retrieval and managing vendors preferred.
• Experience with Lexis and Westlaw; exceptional legal drafting and research skills.
• Strong U.S. insurance litigation domain knowledge.
• Strong knowledge of subpoena processes.
• Proficiency in managing multi-jurisdictional legal projects.
• Excellent client-facing communication skills, particularly with legal professionals at all levels of a law firm.
• Proven ability to lead a team in a dynamic environment and meet tight deadlines.
• High attention to detail and strong organizational abilities.
• Ability to adapt legal research into standardized processes (SOPs).
• Ability to select and manage vendors.