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Heldo J. — Mid-Level Legal Case Manager from United States

Heldo J.

Mid-Level Legal Case Manager

United States 6+ years
Open to offersNew to Platform
Languages
English
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About

Heldo J. is a seasoned Legal Case Manager and Intake Specialist with over five years of experience in supporting personal injury law firms, specifically in pre-litigation case management. He has demonstrated proficiency in handling bodily injury and property damage claims, expertly gathering and reviewing medical records, writing demands, negotiating liens, and coordinating cases. Heldo is adept in the use of key tools such as Filevine, Salesforce, and Alloware, which assist in the efficient management of caseloads. His strong understanding of insurance claims, medical documentation, and HIPAA compliance has been instrumental in maintaining high client standards and aiding in the delivery of precise and organized support that alleviates attorney workloads. Through roles at esteemed firms like The Liberman Law Group, Tofer & Associates, and Sasooness Law Group, Heldo has refined his expertise in enhancing workflows and exploring early resolution opportunities, thus being a valuable asset in the personal injury legal sector. He holds a Bachelor's degree in Secondary Education from Western Mindanao State University.

Experience

  • Case Manager/Demands Writer

    Tofer & Associates A Professional Law Corp · 2021 — 2026
    Prepared demand letters and legal correspondence for involved parties. Maintained communication with clients, insurers, and opposing representatives regarding case developments. Supported initial settlement discussions to seek early resolution opportunities. Organized case files, ensured documentation accuracy, and tracked communications to facilitate timely follow-ups.
  • Case Manager & Property Damage Specialist

    The Liberman Law Group A Professional Law Corp · 2026 — 2026
    Managed property damage claims in collaboration with insurance carriers. Verified insurance coverages and policy details, while obtaining claim numbers and adjuster contacts. Oversaw claim status and engaged in consistent follow-ups with insurers. Maintained communication with clients and opposing representatives about case status, and assisted with initial settlement discussions to explore resolution possibilities. Organized case files and tracked documentation for timely follow-ups.
  • Intake Specialist

    Sasooness Law Group · 2020 — 2021
    Initiated contact with potential clients to address employment and personal injury matters. Collected essential personal information and case details. Assessed and pre-qualified inquiries based on firm requirements. Directed suitable cases to attorneys and legal staff for further evaluation.

Skills & Expertise

Education

  • Bachelor in Secondary Education
    Western Mindanao State University · 2006 — 2010
  • Secondary
    Southern Command High School · 2001 — 2005
  • Elementary
    Sinunuc Elementary School · 1995 — 2000