Summary

We here at Morgan & Morgan are looking for a Case Manager in Training. This role will work as a floater in our office, training and supporting several attorneys and case staff on rotation. This position trains for an eventual move to a highly sought Case Manager position. Successful candidates will be responsible for areas including but not limited to the following.

Responsibilities

• Make initial call to client after signing to obtain relevant information to open their file
• Accept inbound calls and place outbound calls to clients as needed
• Request coverage follow up to the coverage team
• Transfer case to Case Manager’s once file opened
• Create new files and enter pertinent information into case management software
• Enter new roles in the system
• Request police reports
• Mail Hipaa form to the clients.
• Email client welcome packet to the client or mail if no email on file
• Document all activity in the system
• Add all insurance information and police report numbers into the file
• Request all documents from the client needed for their file
• Upload necessary documents to the client’s file

Qualifications

• High school diploma or GED is required; college preferred
• Ability to communicate effectively with clients
• Used to adapting in an ever-changing environment and handling multiple priorities
• Excellent oral communication with an outgoing personality
• Able to multitask and learn quickly
• Must thrive in a team environment
• Reliable and dependable
• Excellent comprehension and critical-thinking skills
• Ability to type at least 35 WPM with excellent writing skills while navigating through multiple software applications

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