Presuit Secretary jobs in United States
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Morgan & Morgan, P.A. · 1 day ago

Presuit Secretary

Morgan & Morgan, P.A. is a leading personal injury law firm dedicated to protecting the people. The Presuit Secretary will work closely with a Case Manager on pre-litigation tasks, including requesting medical records, handling claims, and organizing client files.

Legal
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Growth Opportunities
Hiring Manager
Emily Miceli
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Responsibilities

Request Medical Bills and Records
Submit request via Shared Services for coverage verification
Open Cases- Send Intro Letters tasked by "New File Open Checklist"
Includes- Request PIP Log, Health Insurance Lien Letters, Bill PIP Letters, PIP Applications, Request PD Estimate & Send PD Letters
Claims- Call insurance companies to get claim numbers (if claim is set up- PSS are not setting up claims), confirm verbal limits and follow up on disclosures
Turn Downs- Once the TD approved send via fax, email, mail No Longer Rep Ltrs
Balance Verifications from Medical Providers, Health Ins. & Work Comp Liens
Request Cost Checks- Request checks from accounting to pay invoices
Demands Checklist- Gathering all necessary documents for demand and merging into Demand Packet PDF
Closing File- Mail Final Pay Letters to all Medical Providers/Lien Holders
Settlement- Mail Proceeds check (if application) and mail DCD Checks
Scanning- Scanning documents into CP
Mail- Checking Docufree mail
Communication to client when required by staff to obtain updates for the matter
Faxing- Required to save all faxes sent and received with appropriate title
Government Letters- Mail out Government Letters via cert mail
Assist case managers and attorneys with organizing, client files in Litify
Complete check requests for medical records, accident reports, driving records, and vehicle ownership and submit for processing
Perform general administrative office duties as needed
Assist with other tasks as requested by the attorney or case staff

Qualification

Litigation supportDocument managementClient communicationAdministrative dutiesOrganizational skills

Required

Ability to request medical bills and records
Ability to submit requests for coverage verification via Shared Services
Ability to open cases and send intro letters as per the New File Open Checklist
Ability to request PIP log, health insurance lien letters, bill PIP letters, PIP applications, request PD estimate and send PD letters
Ability to call insurance companies to get claim numbers and confirm verbal limits
Ability to send No Longer Rep Letters via fax, email, and mail once the turn downs are approved
Ability to perform balance verifications from medical providers, health insurance, and work comp liens
Ability to request checks from accounting to pay invoices
Ability to gather all necessary documents for demand and merge into Demand Packet PDF
Ability to mail final pay letters to all medical providers/lien holders
Ability to mail proceeds check and DCD checks if applicable
Ability to scan documents into CP
Ability to check Docufree mail
Ability to communicate with clients to obtain updates for the matter when required
Ability to save all faxes sent and received with appropriate title
Ability to mail out government letters via certified mail
Ability to assist case managers and attorneys with organizing client files in Litify
Ability to complete check requests for medical records, accident reports, driving records, and vehicle ownership and submit for processing
Ability to perform general administrative office duties as needed

Benefits

Medical and dental insurance
401(k) plan
Paid time off
Paid holidays

Company

Morgan & Morgan, P.A.

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John Morgan became a lawyer with a simple mission: To fight for the people, and not the powerful.

Funding

Current Stage
Late Stage

Leadership Team

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Casey Civiello
General Manager of Premises Liability
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Company data provided by crunchbase