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Pre-Settlement Case Manager

Job Summary

Responsible for the end-to-end process of collecting records and any other associated documents deemed necessary by our clients. Work within an assigned caseload and are responsible for obtaining the records within the Service Level Agreement contractually agreed upon with the client. Act as primary point of contact with vendors, claimants, record custodians and others. .

Responsibilities and Duties

  • Adhere to guidelines and procedures established by client SLA’s and project SOW’s with regard to record turnaround time
  • Contact and establish the lines of communication with vendors and other custodians of record, based on order of priority
  • Provide required claimant information to vendors
  • Properly generate and submit required medical record authorization forms
  • Continue regular contact with vendors to complete each order in a timely fashion
  • Synchronize information facilitating record retrieval between client law firms and retrieval vendors
  • Provide quality control for incoming records to ensure all necessary records are received
  • Initiate workflows to alert clients of required actions and fulfillment action requests
  • Report productivity and complications to management through accurate and consistent updates and maintenance of reports
  • Understand and adhere to HIPAA guidelines and regulations
  • Communicate with Claimants to obtain necessary information
  • Properly generate and submit required Plaintiff Fact Sheets
  • Extensive follow-up with Vendors and Claimants to ensure timely completion of required documents
  • Perform other duties as specified by management

Qualifications and Skills

  • Bachelors or Associates Degree preferred
  • Prior work experience in customer service, call center, medical, legal, or insurance claims office desirable
  • Excellent communication skills, both verbal and written
  • Ability to effectively prioritize and execute tasks under pressure
  • General working knowledge of internet search engines and internet research
  • Ability to work independently and collaboratively
  • Proficiency in Microsoft Office Applications


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