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Turnbull Moak Pendergrass · 1 day ago

Case Development Representative

Birmingham, AL

Full-time

Onsite

New Grad, Entry Level

Turnbull, Moak, & Pendergrass is dedicated to fighting for their clients and providing exceptional representation. They are seeking a Bilingual Case Development Representative to join their intake team, ensuring a smooth process for new clients and managing case documentation efficiently.

Law Practice

Hiring Manager

McKinsey Clark-Tyler, PHR

Responsibilities

Prepare and send the initial client welcome letter, ensuring all necessary documents are included, such as the client contract, relevant forms, and return envelopes

Provide clients with information and follow-up as necessary, recording all interactions in the case management system

Respond to calls promptly, reading notes to ensure you have all necessary information while updating the case file with details of each call

Contact insurance carriers to set up claims and gather necessary claim details

Accurately record claim information in the case management system

Ensure all required documentation is sent and notify the case manager and attorney if coverage is unavailable

Merge health insurance letters and send them with appropriate forms. Scan/file appropriately

Regularly check and update case files to ensure all claim numbers, adjuster details, and other important information is entered accurately

Follow up on checklist items, calling adjusters and ensuring outstanding documents are received. Document any communication attempts in the case management system and escalate as needed if no response is received

Maintain accurate notes in the case management system and create reminders for follow-up or unresolved issues

Review all incoming mail, cross-checking details with the case management system to ensure the correct claim numbers, adjuster names, and addresses are recorded

Scan and save all mail using the designated naming convention, and file physical documents in the appropriate case files

Work closely with case managers to ensure all aspects of the case development process are handled efficiently

Perform other related duties as assigned by supervisor

Qualification

Bilingual communicationCase management systemClient intake processInsurance claims handlingDocumentation accuracy

Required

Experience as a personal injury intake professional

Ability to thrive in a fast-paced environment

Strong team collaboration skills

Bilingual proficiency

Proficient in using case management systems

Excellent communication skills, both verbal and written

Attention to detail in documentation and record-keeping

Ability to follow up on outstanding items and escalate issues as needed

Benefits

Fully Paid Health, Dental, and Vision Insurance – The firm covers 100% of the cost for individual coverage, ensuring you have access to top-tier medical benefits at no expense to you.

401(k) with Employer Match – Helping you build your financial future with a firm-sponsored retirement plan and matching contributions.

Generous PTO & Paid Holidays – We recognize the importance of work-life balance and provide ample paid time off, including major holidays.