• Handling all Pre-Effectuation Review Conferences (PERC's) with the Social Security Administration to determine eligibility based on need as well as determining overpayments and Workers' Compensation reporting
• Providing secretarial/clerical services to two attorneys to include typing briefs and motions as well as requesting files from the Social Security Administration and fielding telephone calls
• Interpreting and recommending action based on established Federal law, policies and procedures regarding financial eligibility concerns
• Creating checklists and processes to determine financial eligibility of potential clients prior to accepting the case and verifying eligibility at conclusion of case by cross-checking eligibility standards
• Handling concerns and corresponding with clients regularly including scheduling appointments, intake, and assisting clients in filing appeals
• Running monthly accounts receivable using Practice Master to keep track of attorney fees
• Using the Internet and other methods to research a variety of materials associated with Social Security Disability and debt collection
• Requesting medical records and completing requisitions for payments to be made for said medical records requests
• Developing in-house procedures to utilize Fair Debt Collection Law and obtain payment from clients
• Tracking and obtaining past-due benefits and attorney fees from the Social Security Administration