Case Manager Assistant/Medical Records

Pathway Law Firm. PC; Beverly Hills (CA); On-site; USD 30,000 - 36,000; Full time

Job summary

Pathway Law Firm. PC in Beverly Hills seeks a Case Manager Assistant/Medical Records to support busy personal injury caseloads, manage intake, coordinate with medical providers, and maintain detailed case files.

You will draft letters, verify insurance, monitor claims, and assist with settlements while keeping clients informed. English/Spanish bilingual required.

Join a team focused on excellence, growth, and client advocacy with a collaborative environment and opportunities to advance.

Qualifications

• Proven experience in personal injury case management.
• Strong communication and client-facing skills.
• Excellent organizational abilities in high-volume settings.
• Problem-solving mindset with proactive approach.
• Tech-savvy with knowledge of case management software.
• Bilingual Spanish/English required.

Responsibilities

• Support Case Managers in handling high-volume caseloads.
• Assist with case intake and file setup.
• Verify insurance coverage and liabilities.
• Draft and send legal correspondence.
• Open and monitor insurance claims.
• Coordinate with medical providers to collect records.
• Maintain case files and documentation.
• Update and maintain case management system.
• Assist with demand and settlement preparation.
• Follow up on outstanding documents.
• Assist in negotiation and settlement process.
• Provide general administrative support.

Skills

PI case management

Communication

Organization

Problem solving

Tech literacy

Bilingual Spanish/English

Tools

Filevine

Salesforce

Clio

CasePEER

Job description

Case Manager Assistant/Medical Records

Pathway Law Firm. PC Beverly Hills, California, United States

About this position

About Pathway Law Firm. PC

At Pathway Law Firm, we are dedicated to helping individuals navigate complex legal challenges with confidence and clarity. Our firm is built on integrity, client advocacy, and results-driven representation. We are committed to delivering exceptional legal services with compassion and professionalism.

Working at Pathway Law Firm means being part of a highly respected, client-centered team that values collaboration, innovation, and career growth. We invest in our employees by offering a supportive work environment, professional development opportunities, and a culture that fosters success. If you are looking for a firm where your work truly makes an impact and where you will be appreciated for your contributions, Pathway Law Firm is the place for you! Come Experience the Difference and Go Beyond Ordinary - Choose Excellence!

At Pathway Law Firm we believe in Five Foundational Principles:

• Commitment to Excellence - We hold ourselves to the highest standards in client service and legal representation.
• Culture of Teamwork - Collaboration and mutual support drive our success.
• Client-Centered Approach - Every case is handled with care, integrity, and dedication to achieving the best outcome.
• Growth and Development - We provide opportunities for employees to advance their careers and expand their skills.
• Integrity and Transparency - Ethical decision-making and open communication are the foundation of our firm.

We welcome individuals who share our commitment to excellence to apply for our current open positions and become a valued part of our team.

Key Responsibilities

• Support Case Managers in Handling High-Volume Caseloads - Assist in the day-to-day management of multiple personal injury cases, ensuring efficiency and organization throughout the claims process.
• Assist with Case Intake & File Setup - Gather and input client information, accident details, and case documentation into the firm’s case management software to establish new claims.
• Verify Insurance Coverage & Liabilities - Contact insurance companies to confirm coverage, policy limits, and liability determinations, ensuring that all necessary information is obtained for case processing.
• Draft and Send Legal Correspondence - Prepare and send letters of representation, demand letters, medical authorization requests, and other legal documents as needed.
• Open & Monitor Insurance Claims - Initiate new bodily injury and property damage claims with insurance carriers and follow up to ensure timely processing.
• Property Damage Resolution - Work closely with insurance adjusters and clients to facilitate the repair or total loss settlement of damaged vehicles, ensuring prompt resolution of property claims.
• Client Communication & Case Status Updates - Maintain consistent follow-ups with clients regarding treatment progress, insurance updates, and case developments.
• Monitor Medical Treatment Plans - Ensure clients are following prescribed treatment plans, attending medical appointments, and undergoing necessary evaluations, while updating case managers on treatment status.
• Maintain Case Files & Documentation - Keep case files, medical records, police reports, and insurance correspondences organized, properly filed, and up to date.
• Liaise with Medical Providers & Collect Records - Coordinate with doctors, physical therapists, and medical facilities to obtain bills, records, and treatment summaries for demand preparation.
• Update & Maintain Case Management System - Input case details, track progress, and ensure all client records, documents, and correspondence are accurately logged and easily accessible.
• Assist with Demand & Settlement Preparation - Work with case managers to prepare case summaries, calculate damages, and gather final medical records before submitting demands to insurance companies.
• Follow Up on Outstanding Documents & Requests - Track and follow up on missing medical records, billing statements, and insurance responses to avoid case delays.
• Assist in Negotiation & Settlement Process - Support case managers by coordinating settlement paperwork, obtaining client signatures, and finalizing disbursement documents.
• General Administrative & Legal Support - Provide additional support by handling phone calls, scheduling appointments, and assisting with other tasks related to case progression.

What You Bring to the Table

• Proven experience in personal injury case management - You know the ins and outs of handling PI cases like a pro.
• Exceptional communication skills - You can break down complex legal matters for clients in a way that makes them feel confident and supported.
• Superior organizational abilities - You thrive in high-volume environments and can juggle multiple cases without missing a beat.
• Problem-solving mindset - You see challenges as opportunities and find creative solutions to get results.
• Tech-savvy & detail-oriented - Experience with case management software (Filevine, Salesforce, Clio, CasePEER or similar) is a plus!
• Bilingual (Spanish/English) is required.

Why You'll Love It Here

• We're not just a law firm - we're a movement dedicated to fighting for our clients and shaking up the industry.
• Competitive salary, bonuses, and growth opportunities - we reward top performers.
• A collaborative, high-energy work environment where your hard work is recognized and valued.
• Opportunities for career advancement - we promote from within and invest in our people.
• A firm that values YOU - we work hard, but we also believe in work-life balance and a culture of appreciation.

Ready to Join Us?

If you're not looking for just another job but a career that challenges and excites you, we want to hear from you!

Why You Want to Work at Pathway Law Firm

• Join a firm that values your contributions and invests in your professional growth.
• Work in a collaborative, high-energy environment where your work directly impacts clients' lives.
• Enjoy competitive pay, performance incentives, and excellent benefits.
• Opportunities for career advancement within a growing, reputable law firm.
• Be part of a team that is passionate about justice and client advocacy.

If you're passionate about helping people, thrive in a fast-paced legal setting, and want to be part of a firm that truly values its team Come Experience the Difference and Go Beyond the Ordinary - Choose Excellence!

The pay range for this role is:
22 - 26 USD per hour(Beverly Hills-Corporate Office)