• Request medical records directly from healthcare providers or through approved third-party vendors. • Follow up on all records requests in a timely and consistent manner. • Prioritize follow-ups with out-of-network providers to ensure prompt receipt of records. • Monitor and track outstanding records requests until completion. • Review received medical records for accuracy, completeness, and relevance. • Ensure records are properly organized and prepared for final review by the assigned Case Manager. • Upload, save, and maintain records in the appropriate sections of: Filevine Dropbox Any additional required platforms or internal systems. • Notify the assigned Case Manager once records have been received, reviewed, and properly saved. • Communicate clearly and promptly regarding missing, incomplete, or pending records. • Maintain strict confidentiality when handling client, medical, and legal information.

• Gather, verify, and total all client medical bills and lien amounts. • Support health insurance specialists and case management teams in obtaining, reviewing, disputing, and resolving final lien amounts from Medi-Cal, Medicare, and private health insurance providers. • Assist attorneys with lien-related and settlement matters as needed. • Review case files to identify all outstanding costs. • Collaborate with the accounting team to ensure all costs are properly accounted for and reimbursed on each case. • Minimize errors, rework, and last-minute corrections related to lien verification, costs, and Med Pay handling. • Obtain, review, and ensure the accuracy of settlement and closing documents. • Maintain consistent client communication and provide clear, timely case status updates. • Uphold firm policies, trust accounting standards, and ethical obligations at all times.

• Serve as the first point of contact for website visitors through live chat. • Engage prospective clients in real time using a friendly and consultative approach. • Respond to customer questions about destination weddings, travel services, and the planning process. • Personalize conversations to deliver an exceptional customer experience. • Build rapport with visitors and encourage continued engagement. • Engage with prospective clients to understand their travel and wedding planning needs. • Collect and update customer information accurately within the CRM. • Qualify leads and connect them with the appropriate Destination Wedding Specialist. • Schedule consultations and ensure clients receive all necessary follow-up communications. • Manage multiple live chat conversations simultaneously while maintaining exceptional response times and service quality. • Collaborate with internal teams to continuously optimize performance and conversion rates.

• Serve as the first point of contact for website visitors through live chat. • Engage prospective clients in real time using a friendly and consultative approach. • Respond to customer questions about destination weddings, travel services, and the planning process. • Personalize conversations to deliver an exceptional customer experience. • Build rapport with visitors and encourage continued engagement. • Engage with prospective clients to understand their travel and wedding planning needs. • Collect and update customer information accurately within the CRM. • Qualify leads and connect them with the appropriate Destination Wedding Specialist. • Schedule consultations and ensure clients receive all necessary follow-up communications. • Manage multiple live chat conversations simultaneously while maintaining exceptional response times and service quality. • Support engagement and lead conversion through personalized interactions. • Collaborate with internal teams to continuously optimize performance and conversion rates.