Legal Assistant

Profile

Legal Assistant

The candidate will assist the five “Legal Divisions” assigned to the Firm’s clients which includes. Assisting with finding various services to meet clients’ needs; facilitating plans for clients’ care, treatment and/or recovery; working with health care providers; tracking clients' treatment plans and progress; ensuring case file maintenance; and establishing protocols and procedures for consistent case flow. Request medical and billing records from all medical providers, physicians, ambulance providers, and hospitals (prior and present). Contact client(s). Answer all questions and inquiries. Obtain any missing information and/or documents. Prepare letter to request medical records and billings. Communicate with (and fulfill document requests) of insurance adjusters. Request Declaration Page and status of liability (i.e. has liability been accepted). Set up recorded statement with client and insurance adjusters (3P or 1P) (liability only). Follow up to assist with any Property Damage (PD) issues. Ensure Acknowledgement Letter received. Determine status of respondent’s insurance coverage with ML Research. Request policy limits (if it hasn’t been done). Ensure maintenance of the firm’s pipeline and status of cases up-to-date in CRM (i.e. CASEpeer). Establish contact with physicians and/or chiropractors for status on clients’ treatment. Update CRM with updated medical records and billing (should be done each month). Follow up on status of imaging orders (i.e. MRIs, etc.) as to client care. Attend to Lien reductions. Advise (in writing) all medical providers/facilities a settlement has been reached. Send Lien Reduction Request to providers/facilities for review and approval. Obtain final lien amounts from medical providers/facilities. Prepare Disbursement Sheet for client (Excel document). Compose Demand Package/Demand Process. Collect all medical and billing records (i.e. orthopedic, pain management, chiropractic, emergency room, ambulance, diagnostic studies and urgent care records). Request final liens from health insurance carriers and then provide demand packet to the relevant Legal Division to write a demand. If 3P limits are tendered and 1P has UIM, create a demand packet for the Legal Settlement Division to write a 1P demand. Once demand is written by the Legal Settlement Division, scan and fax demand out. Contact adjuster to confirm demand was received and is being reviewed. Provide adjuster with Legal Division’s contact information. Set an activity/docket for relevant Legal Division to follow up with adjuster re: need for any additional documents. Docket an “Activity” for the Legal Division in CASEpeer for Demand expiration. Offers In (1st, 2nd and 3rd). Review offers from insurance adjusters. Relay offer to client, get authority to reject and negotiate for a higher offer. Compose counter demand if offer is low. Contact insurance adjusters to discuss settlement. Follow up on expired Demands.

Company info

The Law Offices of Daniel Kim
611 Anton Blvd. Suite 925
Costa Mesa
California
United States 92626
Website : https://www.usaccidentlawyer.com