• Insurance Claims Setup: Establish and maintain both first and third-party insurance claims, ensuring accuracy and completeness. • Medical Records Management: Request, track, and acquire medical records and bills from providers; follow up proactively to secure timely submissions. • Balance Confirmation: Verify balances owed to medical providers and monitor until the information is acquired and documented. • Subrogation Requests: Prepare and dispatch subrogation requests to health insurance carriers, ensuring follow-through on necessary actions. • Client Updates (Written Only): Provide written treatment-status updates to clients through the firm’s CRM (text/email style). This role is not expected to handle client phone calls. • Collaboration: Work closely with in-house case managers to execute tasks efficiently and prioritize workloads. • Reporting Line: You will report directly to the firm’s two Case Managers, who will assign priorities and review progress. • Technology Use: Operate within SmartAdvocate CRM and Microsoft 365 to document and track case progress and communications. You’ll also collaborate internally using Microsoft Teams and support communication workflows using RingCentral as needed.