Personal Injury Case Manager at LONATI LAW FIRM (2023-10 – Present)
- Manage a full-cycle personal injury caseload of approximately 80–100+ active cases, overseeing each matter from intake through settlement and final disbursement.
- Conduct detailed client intake interviews, investigate claims, gather facts, and develop case strategies in coordination with attorneys.
- Serve as the primary point of contact for clients, providing regular case updates, treatment guidance, and compassionate client advocacy throughout the life of the claim.
- Coordinate medical treatment by communicating with healthcare providers, monitoring treatment progress, and ensuring documentation supports claimed injuries.
- Draft comprehensive settlement demand packages, Letters of Representation, requests for policy information, and other legal correspondence.
- Obtain and analyze medical records, billing statements, wage documentation, insurance policies, liens, and other supporting evidence necessary for claim evaluation.
- Negotiate bodily injury claims with insurance adjusters within attorney-established settlement authority, advocating for favorable outcomes for clients and the firm.
- Manage financial aspects of cases, including settlement calculations, lien resolution, medical bill verification, and disbursement preparation.
- Maintain initiative-taking communication with insurance carriers, medical providers, clients, lienholders, and opposing parties to ensure timely progression of each case.
- Utilize Filevine case management software to manage case workflows, deadlines, task management, document organization, and client communications.
- Maintain accurate electronic and physical case files while ensuring compliance with firm procedures and legal deadlines.
- Consistently meet key performance metrics, including timely client outreach, efficient collection of medical records and bills, and prompt preparation of settlement demands.
- Assist with prospective client intake by evaluating potential claims, gathering preliminary facts, and professionally representing the firm during initial consultations.
- Demonstrate strong problem-solving, organizational, and decision-making skills while managing multiple priorities in a fast-paced personal injury environment.
General Manager-in-Training/Office Assistant at SAULAT ENTERPRISES (HARDEE'S) (2014-10 – 2015-11)
- Managed and trained a team of 30-40 employees, overseeing their scheduling, performance, and development.
- Oversaw ordering from MBM for food, paper, and beverage purchases, managing four weekly deliveries from vendors.
- Managed day-to-day tactical and long-term strategic activities within the business, ensuring smooth operations and alignment with company goals.
- Implemented loss prevention procedures, including cash control and security measures, and made timely bank deposits.
- Recruited, trained, scheduled, coached, and disciplined crew members to maintain a high-performing team.
- Utilized Excel to create sales/labor spreadsheets for nine restaurants, providing accurate data for analysis and decision-making.
- Managed accounts receivable and payable using QuickBooks, handling vendor payments, overhead bills, employee checks, and paid outs.
- Negotiated contracts with vendors to meet business needs and optimize terms and pricing and ensure smooth day-to-day operations and address any operational challenges.
- Created a comprehensive How-To manual outlining daily work procedures for all new office staff, improving efficiency and onboarding process.
Legal Assistant at KILLIAN & BOYD, PC (2008-02 – 2010-02)
- Provided direct support to two attorneys, managing a diverse range of tasks throughout the entire litigation process, from initial consultation to trial phase.
- Coordinated and executed multifaceted office functions, including client communication, managing medical treatment for clients, negotiating with insurance companies, drafting demands, analyzing medical records, and preparing letters and magistrate claims.
- Served as liaison between attorneys, clients, healthcare providers, insurance carriers, laws firms and government agencies, ensuring effective communication and collaboration.
- Assisted attorneys in the preparation of cases, conducting thorough research, organizing case files, and drafting legal documents.
- Managed client intake process, ensuring accurate and comprehensive collection of information necessary for case assessment and preparation.
- Organized and maintained case files, ensuring all documents and correspondence were properly filed and easily accessible.
- Assisted with trial preparation, including organizing exhibits, coordinating witness interviews, and preparing trial notebooks.
- Utilized legal case management software to track case progress, deadlines, and important milestones.
- Maintained strict confidentiality and adhered to ethical standards in handling sensitive client information.
- Collaborated with attorneys to develop case strategies and identify potential legal issues.
- Assisted in scheduling and managing attorney calendars, coordinating meetings, depositions, and court appearances.
