Records Clerk

Benefits:

401(k)

Company parties

Competitive salary

Dental insurance

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

General Statement of Responsibilities:

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.

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.

Compensation: $25.00 - $30.00 per hour

Founded by attorneys Jason B. Javaheri and Yosi Yahoudai, the law firm of J&Y is committed to fighting for those who have been injured in an accident. Through our many years of personal injury practice, we know how difficult recovering can be as you try to get back to your normal routine. We will offer you our compassion and knowledge and give you peace of mind as we fight to obtain the compensation you deserve.

The law firm of J&Y serves clients in Los Angeles, San Diego, Orange County, San Bernardino County, San Francisco County, Sacramento County, and all of California. Our highly-skilled legal team will diligently serve your needs throughout the duration of your case.