What are the responsibilities and job description for the Presuit Secretary position at Morgan & Morgan, P.A.?
Description
This role will work closely with a Case Manager on work pertaining to the pre-litigation of a case. Successful candidates will be responsible for areas including but not limited to the following.
Responsibilities
- Request Medical Bills and Records
- Submit request via Shared Services for coverage verification
- Open Cases- Send Intro Letters tasked by "New File Open Checklist"
- Includes- Request PIP Log, Health Insurance Lien Letters, Bill PIP Letters, PIP Applications, Request PD Estimate & Send PD Letters
- Claims- Call insurance companies to get claim numbers (if claim is set up- PSS are not setting up claims), confirm verbal limits and follow up on disclosures
- Turn Downs- Once the TD approved send via fax, email, mail No Longer Rep Ltrs
- Balance Verifications from Medical Providers, Health Ins. & Work Comp Liens
- Request Cost Checks- Request checks from accounting to pay invoices
- Demands Checklist- Gathering all necessary documents for demand and merging into Demand Packet PDF
- Closing File- Mail Final Pay Letters to all Medical Providers/Lien Holders
- Settlement- Mail Proceeds check (if application) and mail DCD Checks
- Scanning- Scanning documents into CP
- Mail- Checking Docufree mail
- Communication to client when required by staff to obtain updates for the matter
- Faxing- Required to save all faxes sent and received with appropriate title
- Government Letters- Mail out Government Letters via cert mail
- Assist case managers and attorneys with organizing, client files in Litify
- Complete check requests for medical records, accident reports, driving records, and vehicle ownership and submit for processing
- Perform general administrative office duties as needed
Assist with other tasks as requested by the attorney or case staff.
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