Veronicka Villalobos

Case Manager @Morgan & Morgan, P.A.

New York, NY, US

Manage a high-volume caseload of 100+ active clients simultaneously, serving as the primary operational point of contact for attorneys, medical providers, insurance carriers, claims adjusters, and clients. • Own full responsibility for Phase 2 case development (post-intake through pre-litigation readiness), building and structuring each file to ensure strategic positioning for demand submission or litigation transfer. • Lead end-to-end medical records procurement, treatment tracking, insurance verification, lien monitoring, and adjuster communication, ensuring documentation completeness and valuation readiness. • Coordinate cross-functional workflows across 4–6 key stakeholders per case, aligning external providers and internal legal teams to meet strict compliance and court-mandated deadlines, including scheduling and managing 50-H hearings. • Utilize Litify (Salesforce-based CRM platform) to manage case workflows, track milestones, document communications, and maintain data integrity across 100+ concurrent files. • Proactively identify documentation gaps, billing discrepancies, and process risks, reducing case delays and improving overall pre-litigation efficiency. • Oversee parallel case timelines in a fast-paced, deadline-driven environment, balancing competing priorities while maintaining high standards of accuracy and responsiveness. • Prepare structured case summaries and comprehensive documentation packages to strengthen demand submissions and facilitate seamless handoff to litigation teams. • Streamlined client follow-up and status update processes, improving response time and enhancing overall client engagement and satisfaction.

Universidad Tecnológica del Perú

Professional Title

ESAN Graduate School of Business

Specialization course

Universidad Tecnológica del Perú

Bachelor of Science - BS