Principal Responsibilities:• Oversee and manage pre-litigation matters with the assistance of the Firm support staff;• Open claims with insurance companies, health insurance subrogation departments, and MediCAL/MediCare claims• Schedule doctor appointments and schedule rides for clients• Verify balances with providers• Interview clients regarding case matters• Contact third party and first party insurance carriers to open insurance claims;• Gather police reports and other supporting evidence;• Conduct research on third party, including asset search, policy limits, etc.;• Request, receive and document medical information;• Communicate and correspond with client regarding medical treatment and current symptoms;• Communicate and correspond with claims adjuster and treating medical providers;• Gather all necessary documents for demand writing team.

• Successfully analyzed medical records from healthcare providers and patients (personal injury/serious medical conditions) and maintained communication with client and providers throughout the treatment process.• Obtained essential documents to support injury and liability positions, demonstrations strong attention to detail.• Analyzed patient cases with insurance carriers, consistently achieving favorable outcomes for clients.• Collaborated effectively with colleagues involved in case management and support.• Managed case files from intake to closure under the guidance of attorneys and insurance carriers, ensuring organized and comprehensive documentation.• Prepared and submitted comprehensive reports to insurance carriers, assembling necessary supporting materials.• Managed a portfolio of employee benefits accounts, serving as the primary point of contact for clients.• Conducted regular meetings with clients to assess their needs, provide guidance on benefit options, and ensure their satisfaction.• Assisted clients with benefits administration tasks, including enrollment, claims resolution, and billing inquiries, resulting in streamlined processes and improved client satisfaction.• Stayed up to date on industry trends and market changes, enabling informed recommendations to clients and contributing to their long-term success.• Collaborated closely with internal teams to ensure smooth implementation and ongoing management of client accounts, fostering a cohesive and efficient work environment.• Maintained accurate and confidential client records in strict compliance with HIPAA regulations, ensuring data security and privacy.• Achieved a 98% client satisfaction rate through proactive client engagement and issue resolution.• Reduced benefits administration processing times by 20% through process improvements and automation.• Successfully managed a diverse portfolio of client accounts, ranging from small businesses to large enterprises.