Presuit Secretary

Morgan & Morgan, P.A.
Panama City, FL
On-siteCareer-pivot friendly

Who this role is best for

Geared toward detail-oriented candidates comfortable with document management and insurance claim coordination, working in an on-site legal environment in Panama City, Florida.

Best fit for

  • Candidates with experience in legal administrative support and insurance claim processes
    — “Call insurance companies to get claim numbers (if claim is set up- PSS are not setting up claims)”
  • Individuals who thrive in a collaborative, mission-driven legal firm environment
    — “every member of our firm has a key role to play in the winning fight for consumer rights”
  • Candidates with strong organizational skills and ability to manage multiple tasks simultaneously
    — “Demands Checklist- Gathering all necessary documents for demand and merging into Demand Packet PDF”

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”
  • The role involves handling sensitive client and medical information with precision
    — “Communication to client when required by staff to obtain updates for the matter”

How to stand out

  • Highlight experience with legal document management systems like Litify or CP
    — “Assist case managers and attorneys with organizing, client files in Litify”
  • Emphasize prior experience with medical and insurance claim processes
    — “Request Medical Bills and Records”
  • Showcase skills in handling multiple administrative tasks with efficiency
    — “Perform general administrative office duties as needed”
  • Demonstrate familiarity with scanning and document tracking systems
    — “Scanning- Scanning documents into CP”
Pace · SteadyCollaboration · HighAutonomy · LowDecision Impact · Team

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

What success looks like

  • accurate and timely document processing
  • positive client interactions
Typical background
paralegal experiencelegal administrative roles

Skills & requirements

Required

Legal ResearchDocument ManagementCase Management

Preferred

Customer ServiceLegal Terminology

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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