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Filing Manager Jobs in Hemet, CA (NOW HIRING)

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Maintain accurate and up-to-date case files within the case management system (Smart Advocate) * Coordinate medical treatment when necessary, including lien-based providers * Request, review, and ...

Urgent

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Finance Manager

Temecula, CA · On-site

$21 - $25/hr

Ideally the Finance Manager will be in the church office during the hours of 8:00 am through Noon ... Prepares and files monthly and annual financial reports. Copies and distributes to the Session ...

Project Manager II (Engineering) PM2CM, Inc., (Project Management to Construction Management) is a ... Updates project documentation data in files and multiple software systems. Requests, receives ...

Project Manager II (Engineering) PM2CM, Inc., (Project Management to Construction Management) is a ... Updates project documentation data in files and multiple software systems. Requests, receives ...

Project Manager II (Engineering) PM2CM, Inc., (Project Management to Construction Management) is a ... Updates project documentation data in files and multiple software systems. Requests, receives ...

PM2CM, Inc., (Project Management to Construction Management) is a professional services company ... Updates project documentation data in files and multiple software systems. Requests, receives ...

PM2CM, Inc., (Project Management to Construction Management) is a professional services company ... Updates project documentation data in files and multiple software systems. Requests, receives ...

PM2CM, Inc., (Project Management to Construction Management) is a professional services company ... Updates project documentation data in files and multiple software systems. Requests, receives ...

Survey Manager

Corona, CA · On-site

$90K - $150K/yr

Survey Data Management skills and experience, download off instruments, store, file and process into required formats to analysis and use for tracking work completed. * Pro-active problem solving ...

Survey Data Management skills and experience, download off instruments, store, file and process into required formats to analysis and use for tracking work completed. * Pro-active problem solving ...

Survey Manager

Corona, CA · On-site

$150K/yr

Survey Data Management skills and experience, download off instruments, store, file and process into required formats to analysis and use for tracking work completed. * Pro-active problem solving ...

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Filing Manager information

What does a filing manager do?

A Filing Manager oversees the organization, storage, and retrieval of documents within an office or organization. They are responsible for maintaining an efficient filing system, ensuring documents are accurately labeled, stored, and easily accessible. Filing Managers may supervise a team of clerks, implement document management systems, and ensure compliance with data security and retention policies. Their work is essential for keeping records orderly and supporting the smooth operation of office functions.

What are some common challenges faced by a filing manager, and how can they be effectively addressed?

Filing Managers often encounter challenges such as maintaining accuracy in large volumes of documents, ensuring proper classification, and keeping up with both physical and digital filing systems. Staying organized and implementing clear, consistent filing protocols can help address these issues. Utilizing document management software and regularly training team members on best practices are effective strategies to prevent misfiling and maintain compliance with data retention policies. Open communication with other departments also helps Filing Managers anticipate and manage surges in document flow.

What are the key skills and qualifications needed to thrive as a filing manager, and why are they important?

To thrive as a Filing Manager, you need strong organizational skills, attention to detail, and experience with records management, often supported by a background in office administration. Familiarity with document management systems (DMS), digital archiving tools, and occasionally certifications like Certified Records Manager (CRM) are typically required. Excellent time management, communication, and problem-solving abilities help you efficiently oversee filing systems and coordinate with staff. These skills are crucial for maintaining accurate records, ensuring compliance, and supporting smooth operations within an organization.

What is the difference between Filing Manager vs Records Coordinator?

AspectFiling ManagerRecords Coordinator
CredentialsHigh school diploma or equivalent; experience in filing systemsHigh school diploma; often additional certification in records management
Work EnvironmentOffice settings, managing physical and digital filing systemsOffice or administrative settings, handling record organization and retrieval
Employer & IndustryBusinesses, healthcare, legal, government agenciesCorporate offices, healthcare facilities, legal firms
Search & Comparison IntentUnderstanding roles in document managementClarifying responsibilities in records organization

The Filing Manager primarily oversees the organization and maintenance of physical and digital filing systems within organizations, ensuring efficient document retrieval. Records Coordinators focus on managing and organizing records, often with a broader scope including compliance and data accuracy. Both roles are vital in document management but differ slightly in scope and responsibilities.

What are the responsibilities of a filing manager?

A filing manager is responsible for organizing, maintaining, and securing physical and electronic records within an organization. They develop filing systems, ensure records are easily retrievable, and comply with data retention policies, often using document management software. Attention to detail and knowledge of record-keeping standards are essential for this role.

What cities near Hemet, CA are hiring for Filing Manager jobs?

Cities near Hemet, CA with the most Filing Manager job openings:

Personal Injury Case Manager -Bilingual - Pre-Litigation

Walter Clark Legal Group

Riverside, CA • Remote

Urgent

$28 - $38/hr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 15 days ago

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Job description

Join Our Team at Walter Clark Legal Group!

At Walter Clark Legal Group, we take pride in fostering a collaborative and supportive work culture where our team members thrive. We believe that work-life balance is essential to success, and we are committed to providing an environment where our employees feel valued, empowered, and motivated to grow.

Job Responsibilities:

Key Responsibilities

Client Communication & Advocacy

  • Serve as the primary point of contact for clients throughout the pre-litigation process
  • Maintain regular, proactive communication with clients regarding treatment, case status, and next steps
  • Gather and document injury details, treatment updates, and provider information
  • Ensure clients feel supported, informed, and advocated for at all times

Case & File Management

  • Conduct initial case reviews to identify missing or critical information
  • Track medical treatment, records, billing, liens, and case expenses
  • Monitor statute of limitations and key deadlines
  • Maintain accurate and up-to-date case files within the case management system (Smart Advocate)
  • Coordinate medical treatment when necessary, including lien-based providers
  • Request, review, and summarize medical records and billing

Insurance & Claims Handling

  • Confirm insurance coverage and policy limits
  • Communicate with insurance adjusters regarding claims, updates, and documentation
  • Prepare and submit demand packages for attorney review
  • Track settlement offers, convey offers to clients, and assist with negotiation efforts
  • Monitor case value and medical expenses relative to policy limits

Settlement & Case Transitions

  • Assist with settlement documentation and client settlement reviews
  • Ensure cases are properly prepared for settlement disbursement or transfer to litigation
  • Coordinate smooth transitions between pre-litigation, litigation, and settlement teams
  • Track and report liens and subrogation interests

Reporting & Performance

  • Maintain compliance with internal KPIs
  • Review task, file, and client contact reports on a regular basis
  • Ensure timely follow-up on outstanding tasks and documentation

Qualifications

Required Experience

  • Minimum 3 years of experience in a personal injury law firm (pre-litigation experience required)
  • Strong understanding of:
    • Personal injury claims and settlement process
    • Medical records, billing, and liens
    • Insurance carriers and adjuster communications
  • Ability to manage a high-volume caseload with minimal oversight
  • Excellent written and verbal communication skills
  • Strong organizational and time-management abilities

Technical Skills

  • Proficiency with case management software (SmartAdvocate experience preferred)
  • Working knowledge of Microsoft Outlook, Word, and Excel

Education

  • High school diploma or GED required
  • Associate’s or Bachelor’s degree preferred

What We’re Looking For

  • A proactive problem-solver who takes ownership of cases
  • Someone who balances empathy for clients with strong case management skills
  • A professional who understands that client service is central to successful personal injury representation
  • Bilingual - Spanish/English

Company Description

Since founding the firm in 1996, the principal, board-certified in civil trials by the NBTA, and, a member of ABOTA, has developed the firm's sterling reputation, by applying the rule of CER: Client first, Education for all, and, Rewards shared.