Personal Injury - Records Clerk

• Assess case file completeness and secure missing pre-retainer documents as needed
• Review and verify the Intake and Retainer Packet for accuracy
• Prioritize Significant Injury (SI) cases for prompt attention
• Request police reports, photos, call logs, and videos within 24–48 hours of new intake
• Request ER hospital records and all pre-retainer records/bills within 24–48 hours of intake
• Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24–48 hours
• Obtain incident reports for premises cases (if not included with R&I)
• Request necessary documents for wrongful death cases
• Update case management software with all pre-retainer and non-lien medical provider details
• Scan, name, and organize medical records and bills in the appropriate folders
• Save all other relevant reports and documents in the corresponding case folders
• Notify the Case Manager upon receiving records or reports
• Conduct introduction calls when the file is forwarded to GFRD
• Compile all records, bills, and evidence required for demand packages
• Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE)
• Finalize and verify accuracy of the request tab for all medical providers
• Notify clients when files are forwarded to the Demand Writing department and share writer’s contact
• Regularly review the 30-Day No Contact Report to ensure ongoing client communication
• Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation
• Seek opportunities to encourage clients to submit positive online reviews
• Maintain professionalism and uphold J&Y Law’s reputation at all times
• Deliver a high level of client satisfaction throughout the claims process
• Perform other related tasks as assigned

• Strong organizational and follow-up abilities
• Meticulous attention to detail
• Excellent customer service skills with empathy and compassion
• Clear and professional verbal and written communication
• Working knowledge of case management procedures and platforms
• Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software
• Professional demeanor and polished appearance
• Focused on achieving personal, departmental, and Firm goals
• Ability to thrive in a collaborative, team-oriented environment
• Self-motivated and capable of working independently

At J&Y Law, we don’t just offer a job — we offer a career with purpose, stability, and a team you’ll be proud to grow with. We’re guided by our core values in everything we do:

• Client-Centered Service: We put clients first, always striving to support them through some of the most difficult times in their lives with compassion and diligence.
• Excellence in Work Product: We are committed to delivering high-quality, accurate, and timely work in every case.
• Integrity & Accountability: We take ownership of our responsibilities and act with integrity in all client and team interactions.
• Continuous Improvement: We embrace growth and learning, seeking ways to improve our processes, skills, and service every day.
• Team
  
  Collaboration:
  
  We believe in supporting one another and fostering an inclusive, respectful, and results-driven team culture.
• Passion for Justice: We are dedicated to advocating for the rights of the injured and holding negligent parties accountable. — we offer a career with purpose, stability, and a team you’ll be proud to grow with.

Flexible work from home options available.