Records Clerk

Internal Revenue Service; Los Angeles (CA); Hybrid; USD 10,000 - 60,000; Full time

Job summary

The Records Clerk at a leading law firm plays a vital role in the pre-litigation process by organizing essential case documents and fostering client relations. This position embraces a team-oriented environment that promotes compassion, attention to detail, and exceptional service to ensure client satisfaction and successful case outcomes.

Benefits

401(k)

Flexible schedule

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Opportunity for advancement

Free food & snacks

Company parties

Qualifications

• Strong organizational and follow-up abilities.
• Meticulous attention to detail.
• Excellent customer service skills with empathy.

Responsibilities

• Assess case file completeness and secure missing documents.
• Request necessary documents and ensure timely delivery.
• Maintain professionalism and uphold company reputation.

Skills

Organizational abilities

Attention to detail

Customer service skills

Communication skills

Team collaboration

Self-motivated

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Litify

Job description

Benefits:

• 401(k)
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

General Statement of Responsibilities:

At J&Y Law, the Records Clerk is a key member of the Pre-Litigation Team. This position supports the claims process by coordinating with healthcare providers, insurance companies, and internal teams. The Records Clerk plays a vital role in gathering and organizing relevant documents, including medical records, bills, and liens, ensuring timely and accurate file preparation. Compassionate communication with clients, attention to detail, and proactive case file management are essential. The role involves fostering trust and maintaining high-quality service to ensure a positive client experience.

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 appropriate folders
• Save relevant reports and documents in case folders
• Notify the Case Manager upon receiving records or reports
• Conduct introduction calls when the file is forwarded to GFRD
• Compile records, bills, and evidence for demand packages
• Obtain documentation for out-of-pocket expenses and loss of earnings (LOE)
• Verify accuracy of the request tab for all medical providers
• Notify clients when files are forwarded to the Demand Writing department and share contact info
• Review the 30-Day No Contact Report regularly to ensure ongoing communication
• Prepare GFRL cases with all required MD documentation
• Encourage clients to submit positive online reviews
• Maintain professionalism and uphold J&Y Law’s reputation
• Deliver high 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, professional communication skills
• Knowledge of case management procedures and platforms
• Proficiency in Microsoft Word, Excel, Outlook, and Litify
• Professional demeanor and polished appearance
• Focused on achieving goals
• Ability to work collaboratively in a team
• Self-motivated and independent work capability

At J&Y Law, we offer more than a job — a career with purpose, stability, and a team you can be proud of. Our core values guide us:

Our Core Values:

• Client-Centered Service: Supporting clients through difficult times with compassion and diligence.
• Excellence in Work Product: Delivering high-quality, accurate, and timely work.
• Integrity & Accountability: Taking ownership and acting with integrity.
• Continuous Improvement: Embracing growth and learning.
• Team Collaboration: Supporting one another and fostering an inclusive culture.
• Passion for Justice: Advocating for the injured and holding negligent parties accountable.

Work is temporarily remote due to COVID-19.

Compensation: $25.00 - $30.00 per hour

Founded by attorneys Jason B. Javaheri and Yosi Yahoudai, J&Y Law is committed to fighting for those injured in accidents. We understand the recovery process and aim to provide compassion, knowledge, and peace of mind in securing deserved compensation. Serving clients across California, our skilled legal team diligently manages each case.