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Organization TypeLaw Firm
Date Last Verified
ProfileParalegal - Social Security Disability Responsibilities: Completing all SSD intakes via telephone and in-office appointments & assigning Attorney appointments after completion of intake(s). Generating all SSD intake packages and retainers including 1696, 1965, Fee Agreement, etc. Submission of all updated retainers packages to SSD local district offices. Reviewing and completing daily dashboard and dockets on all assigned cases. Creating required SSD matters in Prolaw for all new intakes and clients. Completing all SSD applications for SSD and SSI claims after supervisor approval. Checking E-case for WCB claims for updated medicals and submitted to DDS as required. Working with clients on completion of function report and questionnaires. Checking voicemails daily and returning all client calls immediately. Answering phone calls for all clients assigned to them and on IA ring group as required. Scanning all retainers in clientâ€™s folder and labeling them correctly. Scanning all HIPPA(s) into clientâ€™s folder and sending medical record requests as required. Preparing, printing, and reviewing retainers for attorney appointments. Communicating with clients and resolving any issues to satisfy the clientâ€™s needs. Communicating with clients regarding status of claims as needed. Conducting daily contact with client(s) on recent treatment and updates. Submission of all medical records to DDS as requested by assigned attorney. Providing a daily report to supervisor on pending issues and matters. Sending out medical requests to doctors, hospitals, and follow up on all updated treatment. Filing appeals after claim is initially denied. Reviewing and answering emails from department supervisor and the attorneys/nonattorneys throughout the day regarding caseload. Managing caseload from all clients from IA level & pension cases. Prioritizing daily workload and executing to completion all tasks as directed by supervisor/manager. Communicating with attorneys, management, and SSA effectively to provide the best service to our clients. Completing applications and submittingthem to local SSA office with proper SSA forms and retainers. Filing appeals and submitting proper forms and documentation to SSA local offices. Contacting clients to provide them with status updates. Contacting clients anytime we receive correspondence from SSA (i.e., CE appointment, Function Report, Work History, request for additional information, etc). Following-up with clients to make sure that clients respond timely to SSA. Making sure to always keep Analyst informed regarding all of clientâ€™s treating sources and any hospital visits. Keeping in constant communication with analyst (to verify that analyst received everything we submitted, to ask analyst if there are any outstanding requests for records, etc). Verifying clientâ€™s contact information (address, telephone number, and e-mail). If clients provide a new address, sending Change of Address to local district SSA office. Bringing any issues to assigned attorney (i.e., MIA client, work activity, no treatment, SSA does not have us as reps, etc). Submiting evidence to the analyst using the barcode provided & ensuring scan confirmation into ProLaw. Performs other duties as assigned.
Qualification and Experience
Requirements: Must have ability to communicate with clients, ALJ(s), Social Security Administration, and Doctor Offices. Ability to operate Microsoft Office software and legal case software management programs. Must have knowledge of concepts, terminology and procedures of Social Security Disability. Continuously assisting attorneys with keeping their cases well-organized and updating medical records as required. Frequent communication with clients to relay information about status on their case and appointments. Ability to multi-task required while maintaining attention to detail and accuracy and able to meet deadlines. Time management, professional communication, and organizational skills. Ability to work independently and within a team based structure. Outstanding typing, proofreading, and familiarity with legal forms. Strong oral and written communication skills. Strong analytical skills with demonstrated attention to detail and deadlines. Ability to work independently, to manage a high client load, to meet deadlines, and to be flexible. Developing a strong understanding of the Social Security Disability process. Bilingual Spanish is preferred
Law Offices of Joseph A. Romano, P.C.
1776 Eastchester Road
Current Employee - Reviewed on December 14, 2017
Continue to promote from within, employees appreciate the opportunity. I like the dress down Fridays. I would like it if there were summer hours for employees who choose to come in early to leave early in the summer time.Pros : Everyone here is so nice to work with. They believe in promoting from within. You receive a lot of training and the supervisors are always around if you have questions. I am only here 5 months and I feel like an important part of a team.