Sara Herr
Wildomar,CA
Summary
Dedicated Pre-litigation Case Manager with extensive experience in claims development and client-focused case management. Known for strong client communication, attention to detail, and guiding clients through every stage of their claim with care and professionalism.
Overview
6
6
years of professional experience
Work History
Subrogation Analyst
The Rawlings Group
La Grange, KY
12.2025 - 02.2026
- Identify and investigate sources of first-party medical coverage related to injury claims
- Represent health insurance plans including Medicaid and Medicare in subrogation and recovery efforts
- Research coverage through No-Fault, Personal Injury Protection (PIP), and Medical Payments (MedPay) benefits
- Conduct high-volume outbound calls to insurance carriers and providers to verify coverage and facilitate recovery
- Recover funds on behalf of insurance entities by ensuring proper coordination of benefits and sending health insurance lien demands to insurance companies
Remote Case Manager
Green Law Group
San Diego, CA
01.2023 - 12.2025
- Managed an average caseload of approximately 80 active personal injury claims from intake through pre-litigation resolution
- Initialized and set up new claims using CasePeer case management software, ensuring accurate and complete file creation
- Conducted comprehensive client intake and obtained all documentation necessary to support claims
- Prepared and sent Letters of Representation to insurance carriers and relevant parties
- Ordered and analyzed insurance policy limits to assess coverage and claim value
- Collected photographs, accident reports, and supporting evidence for claims
- Provided weekly status updates to clients, maintaining consistent and compassionate communication
- Educated clients on the importance of timely medical treatment for recovery and claim valuation
- Obtained and organized medical records and billing from healthcare providers
- Ordered, tracked, and coordinated medical liens and subrogation interests
Legal Assistant
The Law Firm of Steven Bliss, Esq.
Temecula, CA
05.2022 - 12.2022
- Supported attorney in drafting trusts and deeds, ensuring compliance with legal standards.
- Reviewed transcription materials and customized trust documentation based on provided intake information.
- Managed weekly handling of approximately 15 files, ensuring timely pick-up on Mondays and adherence to established deadlines.
Customer Service Representative
Law Offices of Jeffrey Lohman
Temecula, CA
06.2020 - 12.2020
- The law firm formed alliances with debt solution firms to enhance lead generation efforts.
- Executed outreach initiatives to debt clients identified on leads list, ensuring compliance with TCPA regulations.
- Facilitated communication with clients to inform them of firm capabilities in halting unwanted calls.
- Facilitated communication with creditors by utilizing provided scripts to address excessive calling of clients.
- Conducted follow-up calls with 80-100 clients to monitor ongoing creditor harassment. Gathered necessary information, including social security numbers, to facilitate credit report acquisition. Submitted credit reports to litigation team for compensation filing.
Education
Bachelor of Arts - Criminal Justice, Minor in Paralegal Studies
California State University, San Bernardino
09-2010
Skills
- Personal Injury Case Management (Pre-Lit)
- Client Intake & Claim Setup
- CasePeer Case Management Software
- Client Communication & Advocacy
- Medical Records & Billing Review
- Insurance Policy Limits Analysis
- Letters of Representation
- Medical Liens & Subrogation
- Demand Package Drafting
- Evidence Collection & Case Organization
- High-Volume Caseload Management
Timeline
Subrogation Analyst
The Rawlings Group
12.2025 - 02.2026
Remote Case Manager
Green Law Group
01.2023 - 12.2025
Legal Assistant
The Law Firm of Steven Bliss, Esq.
05.2022 - 12.2022
Customer Service Representative
Law Offices of Jeffrey Lohman
06.2020 - 12.2020
Bachelor of Arts - Criminal Justice, Minor in Paralegal Studies
California State University, San Bernardino