Demo

Case Manager - Case Coordinator

Kaas Consulting
Newport, CA Full Time
POSTED ON 3/2/2026
AVAILABLE BEFORE 5/1/2026
If you like fast-paced, detail-heavy, and emotionally meaningful work; If you care about people, love organizing complexity, and take pride in getting things right with high attention to detail, you’ll feel at home here.Kaas Consulting helps individuals and families navigate life-changing financial transitions after injury, loss, or litigation. We blend technical settlement expertise with deep empathy, creating a calm, clear path forward when life feels overwhelming. Every case is a transition, not a transaction—and we treat it that way. We are a small, busy, mission-driven team.The Case Manager - Case Coordinator is the operational heartbeat of our cases. You’ll manage the flow of information between clients, attorneys, and our internal team, ensuring every detail is handled accurately and on time—while honoring the emotional weight of what our clients are going through. You would be running quotes, creating documents, and moving a case along.This role is ideal for someone who is:A self-starter who doesn’t wait to be told what to doDetail-oriented and organized, even when things move quicklyAble to stay calm under pressure in a fast-paced environmentNaturally empathetic, especially with people in crisis or transitionA team player who communicates clearly and respectfullyEnjoys supporting other team membersIf this sounds like you, please submit your resume with a cover letter in a single PDF document, email to humanresources@tracikaas.com with Superstar in the subject line.Compensation:$75,000 - $95,000Responsibilities:Key ResponsibilitiesCase Coordination & WorkflowSupport & manage case files from intake through completion, ensuring all steps are tracked, and deadlines are met from intake, documentation, & follow upSupport fellow case managers & case coordinators.Coordinate with attorneys, clients, and external partners to gather documents and informationPrepare, review, and organize case-related paperwork with a high level of accuracyTrack case status, follow up proactively, and keep the team informed of next stepsRun quotes and proposalsClient & Attorney CommunicationServe as a professional, compassionate point of contact for clients and their familiesCommunicate with plaintiff attorneys and their staff to obtain information, clarify details, and move cases forwardProvide clear, timely updates to clients and attorneys about where things stand and what’s needed nextAdministrative & Detail ManagementMaintain accurate digital records and case notes in our systemsDouble-check data, forms, and documents for completeness and accuracySupport the preparation of quotes, proposals, summaries, and other client-facing materialsAssist with scheduling calls, meetings, and deadlines related to each caseQualifications:What You BringMust-Have Skills & TraitsHigh attention to detail – You notice the small things and understand they matter.Strong organization skills – You can juggle multiple cases and tasks without dropping balls.Self-starter mindset – You see what needs to be done and take initiative without constant direction.Calm under pressure – You can handle a busy inbox, shifting priorities, and tight timelines.Empathy and professionalism – You can speak kindly and clearly with people who may be scared, overwhelmed, or grieving.Team-oriented – You collaborate well, communicate openly, and respect others’ roles.Must have worked with CRM programs such as SalesforceMust have a strong working knowledge of all Microsoft Products such as Excel, Outlook, and WordExperience & QualificationsPrior experience in legal, financial, or professional services environments is a plusExperience in case management, coordination, or high-volume admin support is strongly preferredHighly comfortable working with technology, digital files, and multiple software tools - we are paperless - you must be a wiz around technology - we are with AI, and you must be comfortable and excited about itExcellent written and verbal communication skillsSpanish-speaking preferredAbout CompanyKaas Consulting helps people who are receiving money from a legal settlement—often after an injury, loss, or major life change. We work with plaintiffs and their attorneys to design a financial settlement plan that protects government benefits, creates steady income, and supports long-term financial stability. Our work combines technical expertise with deep empathy, so clients feel safe, informed, and supported during a very emotional time.

Salary : $75,000 - $95,000

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