Liens Settlement & Documentation Specialist

Pathway Law Firm; Beverly Hills (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

Pathway Law Firm in Beverly Hills is seeking a diligent administrative assistant to manage settlement notices, organize mail by case, and coordinate with health insurers. The role involves contacting clients for missing information and maintaining thorough documentation in Salesforce across departments.

You will work closely with Liens for final actions on cases and related entity openings, while handling reduction submissions as needed.

Responsibilities

• Send out notice of settlement.
• Scan and file mail into proper case folders.
• Call health insurance providers for updates.
• Contact clients to obtain missing insurance information.
• Update Salesforce with documentation for all departments.
• Collaborate with Liens for finalizations or openings of entities as needed.
• Submit reductions.

Skills

Administrative tasks

Phone etiquette

Data entry

Document management

Tools

Salesforce

Job description

Pathway Law Firm in Beverly Hills is seeking a diligent administrative assistant to manage settlement notices, organize mail by case, and coordinate with health insurers. The role involves contacting clients for missing information and maintaining thorough documentation in Salesforce across departments.

You will work closely with Liens for final actions on cases and related entity openings, while handling reduction submissions as needed.