Finalize onboarding documentation for new cases and initiate first steps of case setup to transition to case management teams
Manage post-settlement and case-closing procedures: finalize insurance records, resolve liens, complete client communication, and close files
Handle initial client communication (WRITTEN ONLY); send client welcome letter via Postrio with copy of signed contract; confirm prior representation
Manage referral documentation, send referral notifications, and handle referral accounting
Send Disengagement or Client Termination Letter to clients and notify adjusters or new attorneys as applicable; send lien letters when directed
Execute post-closure process including sending Closed File Letter via POSTRIO
Update paralegals with task status every 7 days via case management software (Litify) Chatter
Support paralegals by completing assigned tasks quickly, accurately, and on time
Perform administrative and clerical work, follow instructions carefully, and collaborate as part of a team
Requirements
Fluent in English – excellent oral and written communication skills
Bi-lingual (English/Spanish) is a plus
Data entry and record keeping
Attention to detail
Ability to manage multiple follow-up tasks with accuracy and prioritization
Multi-tasking across phone and email handling high volume / stress
Confident and strong judgment
Problem analysis and problem-solving
Professionalism and confidentiality
Willingness to perform any/all tasks as assigned by supervisor and/or firm leadership
High school diploma or equivalent
Familiarity with cloud-based systems
Basic understanding of legal terminology and case types – motor vehicle accidents, premises liability, etc.
Proficient with Windows and/or macOS with basic troubleshooting/computer literacy
Document management – Microsoft Office Suite (Word, Excel, Outlook) and Nitro PDF
E-signature platforms (DocuSign)
Case management systems (CMS) – Litify or Salesforce are a plus
Softphone applications/dedicated business phones with call recording/monitoring
VoIP systems (Zoom, Teams, Vonage, RingCentral)
Knowledge of data privacy regulations / adherence to HIPAA (USA) or GDPR (outside of USA)
1-3 years customer service experience, preferably within legal, medical or insurance industries
Prolonged periods sitting at a desk and working on a computer
Hardware/Internet: Intel Core i5 (10th Gen or newer) or AMD Ryzen 5 or Apple M series; 16GB RAM; Windows 11 or macOS 15 Sequoia; 1080p webcam; min 100 Mbps download/upload