Overview
This role supports clients throughout their personal injury legal matters by coordinating essential documentation and acting as a trusted point of contact. You will work closely with attorneys and paralegals to keep cases moving forward efficiently, with a focus on proactive, empathetic communication and accurate case management.
Responsibilities
- Own assigned follow-ups and complete responsibilities with minimal supervision
- Collaborate with attorneys, paralegals, and other team members to keep cases moving forward
- Escalate urgent concerns, case delays, or documentation issues to the appropriate legal team member
- Provide timely updates to attorneys and paralegals on case progress, documentation, coverage information, balances, and relevant findings
- Support post-intake file development by gathering and organizing required case information
- Assist with property damage coordination for auto accident cases when required
- Track outstanding balances after clients complete medical treatment
- Coordinate billing matters with medical providers to support accurate and timely processing
- Track medical record requests and update internal case files with accurate status information
- Persistently follow up on outstanding medical records, bills, and incomplete documentation
- Request medical records, bills, and supporting documentation from medical providers and healthcare facilities
- Handle approximately 30 mixed inbound and outbound calls per day with clients, medical providers, healthcare facilities, and insurance representatives
- Adapt to evolving procedures and expanded responsibilities as the position grows
- Maintain proactive, empathetic, and professional communication while balancing compassion with appropriate assertiveness
- Document client, provider, and insurance communications accurately
- Prepare and send letters of representation
- Identify missing or incomplete documents and conduct timely follow-up with the appropriate parties
- Use RingCentral to manage professional communications with clients and external parties
- Maintain complete, organized, accurate, and confidential electronic case files
- Serve as the main point of contact for clients, providing timely case updates and consistent communication throughout the case lifecycle
- Verify insurance coverage details and document findings within the appropriate internal systems
Requirements
- Full professional fluency in English and Spanish is required
- Availability to work Monday through Friday from 8:30 AM to 5:00 PM Pacific Time
- The daily schedule includes a 30-minute lunch
- Ability to manage approximately 30 mixed inbound and outbound calls per day
- Experience requesting, tracking, and organizing medical records and related documentation
- Familiarity with insurance coverage verification, medical provider billing, and balance tracking
- Ability to maintain accurate, complete, and confidential electronic case files
- Comfortable supporting personal injury matters, including auto accident cases and property damage coordination
- Proficiency with RingCentral for client and provider communications
- Reliable internet connection and a professional remote work environment
Preferred Qualifications
- Prior experience in personal injury case management, legal support, insurance coordination, medical records management, or a related role
- Experience communicating with clients, medical providers, healthcare facilities, and insurance companies
- Familiarity with legal case management systems, customer relationship management platforms, and electronic document management tools
Compensation & Benefits
- Monthly compensation range: $1,220 to $1,320 USD
Location
- Remote (United States of America)
- Work shift: 8:30 AM - 5:30 PM [PST][PDT]