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.

5. Team Management:

• Collaborate closely with the offshore 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.

6. 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.

7. 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.

8. 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.

Qualifications and Skills:

Education:

• JD and license to practice in any U.S. jurisdiction; this is a non-practicing role.

Experience:

• 5+ years of relevant experience in insurance litigation, legal research, drafting and/or managing legal teams / legal operations.
• Prior experience with Record Retrieval and/or managing vendors a plus.

Skills:

• Experience with Lexis and Westlaw; exceptional legal drafting and research skills.
• Strong 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.
• Ability to select and manage vendors.