Presuit Secretary

Morgan & Morgan, P.A.•Columbia, SC
•Onsite

About The Position

The Presuit Secretary works closely with case staff and an attorney to support presuit case administration and related office operations. Responsibilities include obtaining medical and insurance documentation, assisting with case opening and claims, preparing demand packets, processing settlement and closing-file correspondence, maintaining digital case files, and communicating with clients when requested by staff. The position is on-site. The stated pay is $20 per hour.

Responsibilities

  • Request medical bills and records.
  • Submit coverage-verification requests through Shared Services.
  • Open cases and send introductory letters assigned by the New File Open Checklist, including requests for PIP logs, health insurance lien letters, bill PIP letters, PIP applications, property damage estimates, and property damage letters.
  • Call insurance companies to obtain claim numbers for established claims, confirm verbal limits, and follow up on disclosures; the role does not set up claims.
  • Send approved turn-down letters by fax, email, or mail as No Longer Rep Letters.
  • Verify balances with medical providers, health insurance, and workers’ compensation lien holders.
  • Request cost checks from accounting to pay invoices.
  • Gather required documents for demands and merge them into a demand-packet PDF.
  • Close files by mailing final-pay letters to medical providers and lien holders.
  • For settlements, mail proceeds checks when applicable and mail DCD checks.
  • Scan documents into CP and check Docufree mail.
  • Communicate with clients when staff requests updates about a matter.
  • Save sent and received faxes with appropriate titles.
  • Mail government letters by certified mail.
  • Assist case managers and attorneys with organizing client files in Litify.
  • Complete and submit check requests for medical records, accident reports, driving records, and vehicle ownership.
  • Perform general administrative office duties as needed.
  • Assist with other tasks requested by the attorney or case staff.

Benefits

  • Medical insurance
  • Dental insurance
  • 401(k) plan
  • Paid time off
  • Paid holidays
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