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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in case documentation management, including tracking and verifying billing information, while ensuring accuracy and compliance in legal processes. Proficient in collaborating with legal professionals and managing multiple tasks effectively within a pre-litigation environment.
Highest-signal resume keywords
Legal Assistant ExperienceCase Management SystemsMicrosoft Office Suite ProficiencyAttention to DetailStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case Documentation ManagementBilling VerificationHealth Insurance Payment CalculationLien Dispute SupportSettlement Statement Preparation
Soft Skills
Organizational SkillsFollow-Up PersistenceMulti-Tasking Ability
Tools & Technologies
PDF Management ToolsDocument Management SystemsEmail SystemsCalendar Systems
Industry Keywords
Personal InjuryPre-LitigationLegal SupportFile Management
About the role
Key responsibilities & impact- Support pre-litigation paralegals and attorneys by maintaining case documentation and assisting with daily case needs
- Confirm advance costs and value screen subtotals against accounting records
- Locate account numbers and verify dates of service and billed amounts
- Calculate health insurance payments and support lien dispute processes
- Send medical and billing authorizations to providers and collection agencies
- Confirm all bills and payments are accurately reflected in value screens
- Track response timelines and conduct follow-up when responses are delayed
- Open liens and assist with lien-related documentation
- Follow up on escrow items and confirm final payments or balances
- Review prior file handler notes to verify case accuracy
- Request and track reductions and upload related documentation
- Confirm payment addresses for providers and insurance carriers
- Disburse checks and scan copies into the system for record-keeping
- Assist with preparing settlement statements, ensuring balances are current
- Cross-reference bills between case documents and value screens
- Identify missing bills and notify paralegals when documents are needed
- Properly tag incoming correspondence into case files
- Retrieve missing insurance cards from clients when needed
- Contact medical providers to confirm balances and billing information
- Contact clients to confirm addresses for escrow disbursements or office pickup
- Reconfirm provider balances when verification exceeds 30 days
- Identify health insurance information and subrogation contacts
Requirements
What you’ll need- Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related Bachelor's degree in legal studies
- Prior experience in personal injury or pre-litigation environments preferred
- Microsoft Office Suite
- Case management systems
- PDF and document management tools
- Email and calendar systems
- Strong attention to detail and accuracy in file management
- Excellent organizational and documentation skills
- Strong written and verbal communication skills
- Ability to follow up persistently with providers and third parties
- Ability to manage multiple tasks and deadlines simultaneously
- Comfort handling repetitive follow-up-driven tasks
- Proficiency with Microsoft Office and case management systems
- Ability to work collaboratively with paralegals and attorneys
- English language
- Availability during office hours of 8:30 AM to 5:30 PM EST/EDT
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification / lifestyle company culture