Intake and Case Management Assistant

Saddle Rock Legal Group•Draper, UT

104d•Onsite

About The Position

In this full-time role, you'll be the steady, reassuring presence that helps clients navigate healthcare, insurance, and legal processes with empathy, patience, and professionalism. You will guide clients through the first steps of their legal journey. When you join our law firm as an Intake and Case Management Assistant, your primary responsibility is to connect with clients. You answer calls, listen to their situations, and gather essential information with care. Your tasks include reviewing and organizing medical and insurance records, ensuring accuracy and compliance with HIPAA regulations. You guide clients through the claims process, clearly explaining each step to ensure they feel supported. Your specialist role at our law firm is vital in establishing strong client relationships from the very beginning.

Requirements

3+ years in medical, pharmaceutical sales, or healthcare insurance
Knowledge of medical terminology, billing codes, and healthcare documentation
Familiarity with medical records, insurance claims, and client advocacy
Ability to manage a high volume of calls with professionalism and accuracy
Experience maintaining HIPAA compliance
Excellent verbal and written communication skills

Nice To Haves

Bilingual in Spanish is a plus (including the ability to translate materials as needed)
Associate or bachelor's in nursing, healthcare administration, health sciences, or related field
Experience with personal injury claims, workers' compensation, or mass tort cases

Responsibilities

Answer calls, listen to client situations, and gather essential information with care.
Review and organize medical and insurance records, ensuring accuracy and compliance with HIPAA regulations.
Guide clients through the claims process, clearly explaining each step to ensure they feel supported.
Establish strong client relationships from the very beginning.