Records Clerk

Benefits:

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401(k)

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Company parties

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Competitive salary

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Dental insurance

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Flexible schedule

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Free food & snacks

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Health insurance

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Opportunity for advancement

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Paid time off

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Training & development

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Vision insurance

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General Statement of Responsibilities:

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At J&Y Law, the Records Clerk is a key member of the Pre-Litigation Team. This position is responsible for supporting the claims process by coordinating with healthcare providers, insurance companies, and internal teams. The Records Clerk plays a critical role in gathering and organizing all relevant documents, including medical records, bills, and liens, ensuring timely and accurate file preparation. Compassionate communication with clients, attention to detail, and proactive case file management are central to this role. By fostering trust and maintaining high-quality service, the Records Clerk helps ensure a positive client experience.

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Key Responsibilities:

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Assess case file completeness and secure missing pre-retainer documents as needed

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Review and verify the Intake and Retainer Packet for accuracy

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Prioritize Significant Injury (SI) cases for prompt attention

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Request police reports, photos, call logs, and videos within 24–48 hours of new intake

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Request ER hospital records and all pre-retainer records/bills within 24–48 hours of intake

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Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24–48 hours

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Obtain incident reports for premises cases (if not included with R&I)

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Request necessary documents for wrongful death cases

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Update case management software with all pre-retainer and non-lien medical provider details

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Scan, name, and organize medical records and bills in the appropriate folders

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Save all other relevant reports and documents in the corresponding case folders

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Notify the Case Manager upon receiving records or reports

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Conduct introduction calls when the file is forwarded to GFRD

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Compile all records, bills, and evidence required for demand packages

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Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE)

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Finalize and verify accuracy of the request tab for all medical providers

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Notify clients when files are forwarded to the Demand Writing department and share writer’s contact

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Regularly review the 30-Day No Contact Report to ensure ongoing client communication

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Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation

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Seek opportunities to encourage clients to submit positive online reviews

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Maintain professionalism and uphold J&Y Law’s reputation at all times

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Deliver a high level of client satisfaction throughout the claims process

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Perform other related tasks as assigned

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Qualifications and Skills:

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Strong organizational and follow-up abilities

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Meticulous attention to detail

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Excellent customer service skills with empathy and compassion

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Clear and professional verbal and written communication

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Working knowledge of case management procedures and platforms

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Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software

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Professional demeanor and polished appearance

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Focused on achieving personal, departmental, and Firm goals

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Ability to thrive in a collaborative, team-oriented environment

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Self-motivated and capable of working independently

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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:

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Our Core Values:

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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.

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Excellence in Work Product: We are committed to delivering high-quality, accurate, and timely work in every case.

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Integrity & Accountability: We take ownership of our responsibilities and act with integrity in all client and team interactions.

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Continuous Improvement: We embrace growth and learning, seeking ways to improve our processes, skills, and service every day.

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Team Collaboration: We believe in supporting one another and fostering an inclusive, respectful, and results-driven team culture.

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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.

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Flexible work from home options available.