Presuit Secretary

Morgan & Morgan, P.A.
Saint Augustine, FL
On-siteCareer-pivot friendly

Who this role is best for

Aimed at entry-level or mid-level legal support professionals who thrive in a collaborative, on-site environment and have experience with document management and insurance claim processes.

Best fit for

  • Candidates with experience in legal document management and insurance claim verification processes
    — “Submit request via Shared Services for coverage verification”
  • Those who can manage multiple administrative tasks efficiently and accurately
    — “Balance Verifications from Medical Providers, Health Ins. & Work Comp Liens”

Things to consider

  • On-site work arrangement may be a constraint for remote-preference candidates
    — “This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team.”
  • The role involves handling sensitive client and insurance information with attention to detail
    — “Faxing- Required to save all faxes sent and received with appropriate title”

How to stand out

  • Highlight experience with medical billing and insurance claim procedures in your resume
    — “Call insurance companies to get claim numbers (if claim is set up- PSS are not setting up claims)”
  • Emphasize your ability to organize and manage legal documents in digital platforms
    — “Assist case managers and attorneys with organizing, client files in Litify”
  • Showcase your attention to detail and accuracy in handling financial and legal documents
    — “Request Cost Checks- Request checks from accounting to pay invoices”
  • Demonstrate familiarity with scanning and document management systems like CP
    — “Scanning- Scanning documents into CP”
  • Include examples of handling client communication in your interview responses
    — “Communication to client when required by staff to obtain updates for the matter”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • accurate document processing
  • timely client communication
Typical background
administrative supportlegal assistant

Skills & requirements

Required

Administrative SupportLegal Document ProcessingClient Communication

Preferred

Legal ExperiencePersonal Injury Law

Stack & domain

Medical Bills And RecordsInsurance ClaimsDemands ChecklistClosing FilesSettlementScanningMailingFaxingGovernment LettersLitifyCheck RequestsGeneral Administrative Office DutiesCommunicationAttention To DetailTeamworkOrganizational SkillsLegalHealthcareFinance

About the role

Original posting from Morgan & Morgan, P.A. via Greenhouse

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People.

Description

This role will work closely with case staff and the attorney. Successful candidates will be responsible for areas including but not limited to the following.

Position pays $20 per hour. 

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.

This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. We’ve found that being in the office helps new team members get up to speed quickly and feel more connected.

#LI-EM1

Benefits

Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff.  For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan,  paid time off and paid holidays.

Equal Opportunity Statement

Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.   

Privacy Policy

Here is a link to Morgan & Morgan's privacy policy.

Source: Morgan & Morgan, P.A. careers (Greenhouse)

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