Presuit Secretary

Morgan & Morgan, P.A.•Jacksonville, FL

7d•Onsite

About The Position

The Presuit Secretary works closely with case staff and attorneys, supporting the handling and organization of cases. The position pays $20 per hour and is on-site, providing direct experience alongside the team. The role also includes general administrative office duties and other tasks as requested by the attorney or case staff.

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.
Request PIP logs, health insurance lien letters, bill PIP letters, PIP applications, and property-damage estimates, and send property-damage letters.
Call insurance companies to obtain claim numbers for existing claims, confirm verbal limits, and follow up on disclosures; presuit secretaries do not set up claims.
Send approved turn-down letters by fax, email, or mail.
Verify balances with medical providers, health insurers, 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 payment 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 on a matter.
Save all sent and received faxes with appropriate titles.
Mail government letters via 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 as requested by the attorney or case staff.