Job Description
Key Responsibilities: • Assess case file completeness and secure missing pre-retainer documents as needed • Review and verify the Intake and Retainer Packet for accuracy • Prioritize Significant Injury (SI) cases for prompt attention • Request police reports, photos, call logs, and videos within 24-48 hours of new intake • Request ER hospital records and all pre-retainer records/bills within 24-48 hours of intake • Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24-48 hours • Obtain incident reports for premises cases (if not included with R&I) • Request necessary documents for wrongful death cases • Update case management software with all pre-retainer and non-lien medical provider details • Scan, name, and organize medical records and bills in the appropriate folders • Save all other relevant reports and documents in the corresponding case folders • Notify the Case Manager upon receiving records or reports • Conduct introduction calls when the file is forwarded to GFRD • Compile all records, bills, and evidence required for demand packages • Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE) • Finalize and verify accuracy of the request tab for all medical providers • Notify clients when files are forwarded to the Demand Writing department and share writer's contact • Regularly review the 30-Day No Contact Report to ensure ongoing client communication • Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation • Seek opportunities to encourage clients to submit positive online reviews • Maintain professionalism and uphold J&Y Law's reputation at all times • Deliver a high level of client satisfaction throughout the claims process • Perform other related tasks as assigned Qualifications and Skills: • Strong organizational and follow-up abilities • Meticulous attention to detail • Excellent customer service skills with empathy and compassion • Clear and professional verbal and written communication • Working knowledge of case management procedures and platforms • Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software • Professional demeanor and polished appearance • Focused on achieving personal, departmental, and Firm goals • Ability to thrive in a collaborative, team-oriented environment • Self-motivated and capable of working independently At J&Y Law, we don't just offer a job - we offer a career with purpose, stability, and a team you'll be proud to grow with. We're guided by our core values in everything we do: Our Core Values: • Client-Centered Service: We put clients first, always striving to support them through some of the most difficult times in their lives with compassion and diligence. • Excellence in Work Product: We are committed to delivering high-quality, accurate, and timely work in every case. • Integrity & Accountability: We take ownership of our responsibilities and act with integrity in all client and team interactions. • Continuous Improvement: We embrace growth and learning, seeking ways to improve our processes, skills, and service every day. • Team Collaboration: We believe in supporting one another and fostering an inclusive, respectful, and results-driven team culture. • Passion for Justice: We are dedicated to advocating for the rights of the injured and holding negligent parties accountable. - we offer a career with purpose, stability, and a team you'll be proud to grow with. Flexible work from home options available.