PIP Paralegal with advanced knowledge in Medicare and Medicaid compliance, specializing in lien negotiation and dispute resolution. Demonstrated success in managing complex claims and ensuring adherence to regulatory guidelines.
Overview
27
27
years of professional experience
Work History
CMS/HMS Lien Resolution & PIP Paralegal
Law Offices Rosemarie Arnold
Fort Lee, New Jersey
01.2023 - Current
Oversee the Medicare and Medicaid Lien Department by managing workflows, compliance protocols, and resolution strategies across all personal injury and medical malpractice cases
Manage lien resolution efforts for 1600+ NJ/NY CMS/HMS claims
Conduct legal research for attorneys related to complex Medicare/Medicaid lien issues
Draft Medicare/Medicaid claim disputes and subsequent appeals
Dispute and negotiate final liens for all NJ/NY CMS and HMS estate recovery claims in compliance with state-specific protocols
Draft complex personal injury lien compromise requests for NY Dept of Social Services related to Cash Assistance & Medicaid liens
Interview clients to obtain treatment updates and medical histories
Summarize medical records and develop chronological treatment histories to support lien disputes, settlement negotiations, and Medicare Set Aside (MSA) report preparation
Collaborate with hospital billing and risk management teams when necessary to resolve complex billing dispute issues that affect lien accuracy and compliance
Coordinate with Medicare and Medicaid to correct conditional payment errors, prevent duplicative billing, and reduce lien exposure
Ensure full compliance with CMS guidelines and HIPPA authorization protocols
Attend CMS Medicare/Personal Injury Lien Resolution webinars regularly to stay current on regulatory updates and update firm on ever changing guidelines
Collaborate with attorneys/paralegals to resolve PIP-related payment discrepancies that impact Medicare and Medicaid lien exposure
Work with PIP adjusters and medical providers to resolve their billing issues in order to ensure reimbursement, reduce lien exposure, resolve coordination of benefits conflicts and prevent improper billing improper billing
Identify and correct cases where hospitals bill Medicare or Medicaid before exhausting PIP benefits, preventing inflated lien ledgers and reimbursement complications
Entrusted with client retention responsibilities for high value accounts, initiating strategic phone outreach to reinforce client satisfaction
Create systems to improve the firm's intake processes and insurance data collection processes
Developed a comprehensive compliance checklist for firm-wide oversight of MSA vendor activities and continuously work with vendor on all ongoing MSA report preparation efforts
Coordinate with firm's internal accounting department to ensure payment of all final CMS and HMS final liens
Communicate with CMS Medicare and HMS Medicaid on a daily basis via phone, email and fax to resolve all lien related issues and ensure payment/satisfaction of all final liens.
Maintain monthly lien status tracking and persistent agency follow-up
Mass Tort Litigation Paralegal
Mazie Slater Katz & Freeman
Roseland, NJ
10.2018 - 01.2023
Managed preparation for 300+ complex litigation matters in medical product liability mass tort department
Drafted case settlement breakdowns to facilitate resolution processes
Reviewed and summarized medical records, updating chronological treatment history for Trial Master Judge
Communicated with Medicare, Medicaid, and private insurers to resolve lien issues and draft dispute letters
Ensured compliance with CMS Medicare and HMS Medicaid regulations and requirements
Drafted HIPAA authorization documents per state and federal laws
Coordinated client intake and conducted thorough case evaluations
Organized case information within company database to streamline access
Investment Broker Assistant
Summit Equities Inc.
Parsippany, NJ
03.2015 - 09.2018
Assist broker with daily administrative operations
Prepare financial summaries and investment proposals
Process applications for new business
Manage incoming assets
Handle customer service requests
Monitor required minimum distribution deadlines
Maintain schedules and electronic filing systems
Coordinate and schedule medical exams required for clients applying for high-value life insurance policies, ensuring compliance with underwriting requirements and facilitating the application process
Prepare detailed life insurance illustration proposals and obtain competitive life insurance quotes to support broker sales efforts
Legal Assistant Employment Labor Law Defense
Buchanan Ingersoll & Rooney
Newark, NJ
10.2005 - 02.2009
Prepare attorney correspondence and expense reports
Draft various legal documents
Reconcile attorney trust accounts
Manage the Legal Key electronic filing system
Manage multi-line front desk switchboard
Scheduling
Transcription and timekeeping
Scan in and print out large sets of documents for various litigation support efforts
Bate stamping
Manage attorney calendar
Court filings
Collaborate with all firm vendors and couriers
DCA Legalized Games of Chance Control Commission
State of New Jersey
Newark, NJ
04.1999 - 06.2005
Register non profit organizations to conduct games of chance for charitable purposes
Heavy client interactions via phone, fax, and mail to assist in the initial affidavit and application and renewal application process
Prepare and distribute monthly executive meeting materials, reports and board meeting minutes
Research all consumer complaints and prepare case for executive officer and commission review
Communicate complaint disposition between the complainant and organization
Prepare reports of operations after every non-profit gaming event
Daily processing of all incoming application fees
Maintain filing system and database
Coordinate mass mailings
Oversee and process all biennial renewal applications
Assist all educational and religious non-profit organizations to obtain the 501 (c)(3) charity id number necessary to register with the NJ DCA LGGGG
Education
Certificate - Online Certified Paralegal Program
County College of Morris
Randolph, NJ
06-2022
Certificate Program Accounting, Computer and Business Applications - Business Operations
Rets School of Business
Nutley, NJ
12-2010
Some College (No Degree) - Psychology 80 Credits To Date
Rutgers University
Newark, NJ
05-2009
Skills
Proficient in Legal and Medical Terminology
Work with ICD-10-CM Codes to Identify/Categorize Medical Diagnoses and Treatments
Medicare and Medicaid Compliance Knowledge
Personal Injury Medical Lien Negotiation
HIPPA Compliance Knowledge
Testamentary Document Compliance Knowledge and Handling for Personal Injury Estate Cases
Claims Processing
Billing Dispute Resolution
Medical Record Summarization
Legal and Medical Research
Legal Writing/Professional Report Writing Skills
Draft and Edit Various Reports, Correspondence and Legal Documents
Drafting and Preparing Subpoenas
Pre-Trial Prep Assistance
Plaintiff Fact Sheet Preparation
NEOS Case Management Software
Salesforce
Quickbooks
Egnyte
Legal Key
Docs Open
Accounts Receivable
Type 80 WPM
MS Office Suite
Timeline
CMS/HMS Lien Resolution & PIP Paralegal
Law Offices Rosemarie Arnold
01.2023 - Current
Mass Tort Litigation Paralegal
Mazie Slater Katz & Freeman
10.2018 - 01.2023
Investment Broker Assistant
Summit Equities Inc.
03.2015 - 09.2018
Legal Assistant Employment Labor Law Defense
Buchanan Ingersoll & Rooney
10.2005 - 02.2009
DCA Legalized Games of Chance Control Commission
State of New Jersey
04.1999 - 06.2005
Certificate - Online Certified Paralegal Program
County College of Morris
Certificate Program Accounting, Computer and Business Applications - Business Operations
Rets School of Business
Some College (No Degree) - Psychology 80 Credits To Date
Senior Medical Malpractice Certified Paralegal at Law Offices Rosemarie ArnoldSenior Medical Malpractice Certified Paralegal at Law Offices Rosemarie Arnold
Legal Secretary at Law Offices of Charles L. Conn, David G. Squillante & Arnold N. GottliebLegal Secretary at Law Offices of Charles L. Conn, David G. Squillante & Arnold N. Gottlieb