Case Manager Assistant/Medical Records

PATHWAY LAW FIRM; Beverly Hills (CA); Sur place; USD 45 000 - 70 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Growth opportunities

Collaborative environment

Work-life balance

Résumé du poste

PATHWAY LAW FIRM in Beverly Hills seeks a detail-oriented Legal Assistant to support Case Managers in handling high-volume personal injury cases, from intake to settlement.

You will draft correspondence, verify insurance, open claims, maintain files, liaise with medical providers, and assist with demand and settlement preparation while ensuring client communication. Bilingual Spanish/English required; experience with Filevine, Salesforce, Clio, or CasePEER is a plus.

Qualifications

• Proven experience in personal injury case management.
• Exceptional communication skills in client-facing contexts.
• Superior organizational abilities in high-volume caseloads.
• Problem-solving mindset with proactive approach.
• Tech-savvy with experience in case management software (Filevine, Salesforce, Clio, CasePEER).
• Bilingual in Spanish and English required.

Responsabilités

• 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.
• Maintain case files and documentation.
• Liaise with medical providers and collect records.
• Update and maintain case management system.
• Assist with demand and settlement preparation.
• Follow up on outstanding documents and requests.
• Assist in negotiation and settlement process.
• General administrative and legal support.

Connaissances

PI Case Mgmt

Communication

Organization

Problem-solving

Tech-savvy

Bilingual Spanish/English

Outils

Filevine

Salesforce

Clio

CasePEER

Description du poste

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!