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.