Personal Injury - Records Clerk Job at JBA International, Los Angeles, CA

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  • JBA International
  • Los Angeles, CA

Job Description

Key Responsibilities:

  • Assess case file completeness and secure missing pre-retainer documents as needed
  • Review and verify the Intake and Retainer Packet for accuracy
  • Prioritize Significant Injury (SI) cases for prompt attention
  • Request police reports, photos, call logs, and videos within 24–48 hours of new intake
  • Request ER hospital records and all pre-retainer records/bills within 24–48 hours of intake
  • Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24–48 hours
  • Obtain incident reports for premises cases (if not included with R&I)
  • Request necessary documents for wrongful death cases
  • Update case management software with all pre-retainer and non-lien medical provider details
  • Scan, name, and organize medical records and bills in the appropriate folders
  • Save all other relevant reports and documents in the corresponding case folders
  • Notify the Case Manager upon receiving records or reports
  • Conduct introduction calls when the file is forwarded to GFRD
  • Compile all records, bills, and evidence required for demand packages
  • Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE)
  • Finalize and verify accuracy of the request tab for all medical providers
  • Notify clients when files are forwarded to the Demand Writing department and share writer’s contact
  • Regularly review the 30-Day No Contact Report to ensure ongoing client communication
  • Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation
  • Seek opportunities to encourage clients to submit positive online reviews
  • Maintain professionalism and uphold J&Y Law’s reputation at all times
  • Deliver a high level of client satisfaction throughout the claims process
  • Perform other related tasks as assigned

Qualifications and Skills:

  • Strong organizational and follow-up abilities
  • Meticulous attention to detail
  • Excellent customer service skills with empathy and compassion
  • Clear and professional verbal and written communication
  • Working knowledge of case management procedures and platforms
  • Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software
  • Professional demeanor and polished appearance
  • Focused on achieving personal, departmental, and Firm goals
  • Ability to thrive in a collaborative, team-oriented environment
  • Self-motivated and capable of working independently


At J&Y Law, we don’t just offer a job — we offer a career with purpose, stability, and a team you’ll be proud to grow with. We’re guided by our core values in everything we do:

Our Core Values:

  • Client-Centered Service: We put clients first, always striving to support them through some of the most difficult times in their lives with compassion and diligence.
  • Excellence in Work Product: We are committed to delivering high-quality, accurate, and timely work in every case.
  • Integrity & Accountability: We take ownership of our responsibilities and act with integrity in all client and team interactions.
  • Continuous Improvement: We embrace growth and learning, seeking ways to improve our processes, skills, and service every day.
  • Team Collaboration: We believe in supporting one another and fostering an inclusive, respectful, and results-driven team culture.
  • Passion for Justice: We are dedicated to advocating for the rights of the injured and holding negligent parties accountable. — we offer a career with purpose, stability, and a team you’ll be proud to grow with.
Flexible work from home options available.

Job Tags

Flexible hours,

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