Case Manager Assistant/Medical Records

Key Responsibilities

· Support Case Managers in Handling High-Volume Caseloads – Assist in the day-to-day management of multiple personal injury cases, ensuring efficiency and organization throughout the claims process.

· Assist with Case Intake & File Setup – Gather and input client information, accident details, and case documentation into the firm’s case management software to establish new claims.

· Verify Insurance Coverage & Liabilities – Contact insurance companies to confirm coverage, policy limits, and liability determinations, ensuring that all necessary information is obtained for case processing.

· Draft and Send Legal Correspondence – Prepare and send letters of representation, demand letters, medical authorization requests, and other legal documents as needed.

· Open & Monitor Insurance Claims – Initiate new bodily injury and property damage claims with insurance carriers and follow up to ensure timely processing.

· Property Damage Resolution – Work closely with insurance adjusters and clients to facilitate the repair or total loss settlement of damaged vehicles, ensuring prompt resolution of property claims.

· Client Communication & Case Status Updates – Maintain consistent follow-ups with clients regarding treatment progress, insurance updates, and case developments.

· Monitor Medical Treatment Plans – Ensure clients are following prescribed treatment plans, attending medical appointments, and undergoing necessary evaluations, while updating case managers on treatment status.

· Maintain Case Files & Documentation – Keep case files, medical records, police reports, and insurance correspondences organized, properly filed, and up to date.

· Liaise with Medical Providers & Collect Records – Coordinate with doctors, physical therapists, and medical facilities to obtain bills, records, and treatment summaries for demand preparation.

· Update & Maintain Case Management System – Input case details, track progress, and ensure all client records, documents, and correspondence are accurately logged and easily accessible.

· Assist with Demand & Settlement Preparation – Work with case managers to prepare case summaries, calculate damages, and gather final medical records before submitting demands to insurance companies.

· Follow Up on Outstanding Documents & Requests – Track and follow up on missing medical records, billing statements, and insurance responses to avoid case delays.

· Assist in Negotiation & Settlement Process – Support case managers by coordinating settlement paperwork, obtaining client signatures, and finalizing disbursement documents.

· General Administrative & Legal Support – Provide additional support by handling phone calls, scheduling appointments, and assisting with other tasks related to case progression.

What You Bring to the Table

• Proven experience in personal injury case management – You know the ins and outs of handling PI cases like a pro.

• Exceptional communication skills – You can break down complex legal matters for clients in a way that makes them feel confident and supported.

• Superior organizational abilities – You thrive in high-volume environments and can juggle multiple cases without missing a beat.

• Problem-solving mindset – You see challenges as opportunities and find creative solutions to get results.

• Tech-savvy & detail-oriented – Experience with case management software (Filevine, Salesforce, Clio, CasePEER or similar) is a plus!

• Bilingual (Spanish/English) is required.

Why You’ll Love It Here

• We’re not just a law firm—we’re a movement dedicated to fighting for our clients and shaking up the industry.

• Competitive salary, bonuses, and growth opportunities—we reward top performers.

• A collaborative, high-energy work environment where your hard work is recognized and valued.

• Opportunities for career advancement—we promote from within and invest in our people.

• A firm that values YOU—we work hard, but we also believe in work-life balance and a culture of appreciation.

Ready to Join Us?

If you’re not looking for just another job but a career that challenges and excites you, we want to hear from you!

Why You Want to Work at Pathway Law Firm

• Join a firm that values your contributions and invests in your professional growth.

• Work in a collaborative, high-energy environment where your work directly impacts clients’ lives.

• Enjoy competitive pay, performance incentives, and excellent benefits.

• Opportunities for career advancement within a growing, reputable law firm.

• Be part of a team that is passionate about justice and client advocacy.

If you’re passionate about helping people, thrive in a fast-paced legal setting, and want to be part of a firm that truly values its team Come Experience the Difference and Go Beyond the Ordinary – Choose Excellence!