• Coordinate case intake, document receipt, and administrative workflow to support timely and efficient case progression.
• Client facing communication as indicated.
• Enter and maintain accurate case, document, and project status information in appropriate systems, including file indexing and naming conventions. Manage active projects across multiple teams/experts.
• Work closely with other practice team members as needed.
• Organize medical records, billing records, correspondence, and supporting materials for review by nursing, bill review, and management staff.
• Monitor project deadlines, outstanding records, assignments, and other workflow requirements; follow up as needed to prevent delays.
• Review reports from a layperson’s perspective for formatting, consistency, readability, and smooth flow before final delivery.
• Assist with meeting coordination, scheduling, contact management, email organization, and preparation of meeting materials.
• Prepare meeting minutes and document action items when requested.
• Assist with client invoice review, time and expense tracking, and supporting documentation. Invoice generation according to team protocol.
• Provide accurate data entry and administrative support for Medical Management, Legal Nurse Consulting, Bill Review, and other practice lines as needed.
• Manage and maintain team templates, standard operating procedures, job aids, and the shared resource library.
• Support quality assurance, special projects, process improvements, and additional administrative tasks assigned by management.

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Two or more years of administrative, project support, medical records, insurance, legal, healthcare, or related office experience preferred.
• Experience supporting medical record review, billing, claims, legal, or professional consulting workflows is preferred.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
• Self-motivated, dependable, flexible, and customer-service oriented.
• Strong attention to detail, accuracy, written communication, and professional judgment.

Proficient in Outlook and Microsoft Office Suite, including Word, Excel, Teams, and SharePoint

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.