Duties and Responsibilities:
Complies with relevant privacy and ethics rules, Health Insurance Portability and Accountability Ace (HIPAA) policies and claims management best practices.
Communicates directly with all involved parties in a timely manner, investigates facts, conducts research, and obtains supporting documentation while analyzing insurance, medical treatment, and third party recoveries.*
Develops and maintains a working relationship with clients to ensure the expeditious gathering of facts and information to support litigation or settlement activities.*
Assumes some independent responsibility for files*
Educates clients in order to set expectations, provide guidance, and instill confidence.*
Identifies parties in case and documents in case management system. Identifies liability and
issues.*
Send notice letters to all insurers, including but not limited to: liability, uninsured, underinsurance
carriers, and each insurer of accident vehicle, personal vehicle, and resident vehicle where
relations/relatives are evident. *
Assists with developing client treatment plans and prepares medical summaries.*
Gathers information and documents necessary for expediting claims handling, demands,
settlements, and litigation in a timely manner.
Moves inventory of files and turns over files in order to expedite claim or settlement. *
Obtains coverage limits for plaintiff, which may include owners, operators, passengers, or
household relatives, and determines all applicable available insurance.*
Reads and analyzes medical notes and reports while extrapolating and summarizing information.*
Utilizes knowledge of health plan documents, coverage, deductibles, co-insurance, and co-
payments.*
Obtains, tracks, reviews, and analyzes explanations of benefits, medical invoices, statements,
payments, and adjustments.*
Documents medical and lien information in collateral case summary and liens/letters of protection
screens and reconciles liens/LOPs with medical bills.*
Drafts letters of protection for approval by supervisor.*
Obtains lost wage documentation and performs computations.*
Prepares legal documents including affidavits and legal correspondence.*
Under attorney supervision, may draft settlement documentation including demand letters, powers of attorney, settlement statements, and releases.