Overview
This role involves managing an assigned portfolio of California personal injury claims through pre-litigation. You will keep cases moving by ensuring clients stay informed, treatment follow-through is coordinated, and insurance follow-ups, documentation, and deadlines remain on track. The position requires hands-on understanding of U.S. PI pre-litigation fundamentals and the ability to resolve routine issues with minimal training or supervision, escalating appropriately to attorneys.
Responsibilities
- Manage an assigned pre-litigation caseload by prioritizing next steps, monitoring deadlines, and closing outstanding follow-ups to drive cases toward resolution.
- Communicate clearly and empathetically with English- and Spanish-speaking clients, providing updates on treatment progress and case status while maintaining persistent follow-through.
- Coordinate with medical providers to help clients attend appointments and complete recommended care, including MRIs, injections, and follow-up treatment.
- Review medical records and track treatment progress to identify treatment gaps, missing documentation, and issues that could delay case preparation.
- Obtain claim updates from insurance carriers, ensure policy searches are completed, and document coverage information, policy limits, and uninsured/underinsured motorist coverage.
- Recognize when treatment authorization is needed and coordinate it within attorney-approved protocols; escalate legal or medical decisions to supervising attorneys as required.
- Resolve routine case issues independently and flag liability concerns, delays, or potential settlement obstacles that require attorney review.
- Maintain accurate, current case files in Maris Case (a cloud-based case management platform) so case status, documentation, and next steps are easy to track.
- Collaborate with attorneys and relevant support staff (case manager assistants, medical records personnel, and demand preparation staff) to keep lien tracking, demand workflows, and pre-litigation settlement coordination on track.
Requirements (Must-Have)
- Prior hands-on experience independently managing U.S. personal injury cases through pre-litigation, with reliable follow-through and minimal need for supervision or foundational training.
- Strong practical knowledge of California personal injury claims, including Proposition 213, liability, and settlement procedures, without needing explanations of basic concepts.
- Fluent Spanish and proficient English for direct client communication.
- Experience coordinating medical treatment, including MRIs and injections; reviewing medical records; tracking treatment progress; and identifying gaps in care.
- Experience communicating with insurance carriers and handling policy searches, with strong understanding of bodily injury claims, coverage limitations, policy limits, and uninsured/underinsured motorist coverage.
- Familiarity with lien tracking, demand preparation workflows, and pre-litigation settlement coordination, along with sound judgment about when to escalate legal or medical decisions to supervising attorneys.
- Strong organization, documentation, and deadline management skills, including the ability to prioritize competing case needs; experience with cloud-based legal case management software and ability to learn Maris Case.
Preferred Qualifications (Nice to Have)
- Previous hands-on experience with Maris Case.
- Experience preparing attorney-ready case summaries or demand-support packages.
- Experience improving case-tracking systems, documentation templates, or client follow-up workflows.
Compensation & Benefits
- Not specified in the provided job description.
Location
Schedule
- Monday–Friday, 9:00 a.m.–5:00 p.m. PST