Bree Balcita

Detail-oriented and compassionate Case Manager with more than 3 years of experience in legal case management, client communications, medical records coordination, attorney support and hearing preparation. Strong background in customer service with proven ability to handle high caseloads while maintaining confidentiality and attention to detail. Proficient in CRM platforms like Salesforce, Filevine, and skilled at building productive relationships with claimants, attorneys, medical providers, and government agencies, and insurance companies.

Case Manager at Legal Soft (2025-04 – Present)

• Managed personal injury cases from treatment through demand, ensuring all required documentation was complete and organized.
• Communicated with clients to provide case updates, verify treatment status, and address inquiries.
• Requested, followed up, and tracked medical records and bills from providers to support case development.
• Coordinated with medical providers, insurance companies, and third parties to obtain necessary documentation.
• Reviewed medical records and bills for accuracy and completeness prior to demand preparation.
• Assisted in preparing demand packages by organizing records, bills, and supporting documents.
• Maintained accurate and timely case notes in the case management system.
• Monitored case progress and followed up on outstanding items to avoid delays.
• Ensured compliance with HIPAA and confidentiality standards in handling sensitive information.

Case Manager at Upkeep Global Staffing (2023-03 – 2025-04)

• Managed Social Security Disability cases from application through hearing stage.
• Communicated with clients to gather medical and employment information and provide case updates.
• Requested, tracked, and organized medical records to support disability claims.
• Coordinated with medical providers, Social Security offices, Disability Determination Services, and hearing offices to obtain case information.
• Assisted attorneys in hearing preparation, including organizing exhibits and summarizing medical evidence.
• Prepared and reviewed legal documents, forms, and appeals for accuracy and completeness.
• Monitored deadlines and ensured timely submission of required documentation.
• Maintained detailed and accurate case notes in the case management system.
• Educated clients on the disability process and guided them through each stage of their claim.

Customer Service Representative at Synchrony Bank (2018-03 – 2023-03)

• Assisted customers with credit card accounts, payments, disputes, and fraud claims.
• Handled high-volume inbound and outbound calls while maintaining quality support.
• Supported store-branded credit cards and explained billing, rewards, and financing details.
• Worked with the fraud investigation team to monitor and report suspicious activity.

Customer Service Representative at Manulife (2016-07 – 2018-03)

• Handled high-volume inbound calls, assisting customers and medical providers with insurance policies, billing inquiries, and account concerns.
• Explained policy coverage, benefits, and claims processes in a clear and professional manner.
• Maintained detailed and accurate account notes in the system for documentation and follow up.
• Ensured compliance with company policies and data privacy regulations when handling sensitive information.

Bachelor of Arts in Political Science – La Salle University