Case Manager (Legal)

Physician Life Care Planning is seeking a high‑caliber Service Delivery Coordinator who thrives in a fast‑paced, professional office environment and demonstrates exceptional integrity, attention to detail, and commitment to excellence. This role requires a polished communicator who can confidently interact with clients, experts, and internal teams in a professional services or legal setting.

The ideal candidate brings proven experience supporting complex workflows, managing sensitive information, and maintaining high performance standards over time. We are looking for someone who is dependable, steady in their career history, adaptable to change, and motivated to deliver outstanding service.

If you possess a solutions-oriented mindset, excellent customer communication skills, and a passion for helping others, we encourage you to apply and become a vital part of our dedicated team!

Essential Duties:

Client Engagement & Communication

• Serve as a primary point of contact for clients and experts, demonstrating professionalism, clarity, and confidence in all communication.
• Proactively resolve inquiries and ensure clients receive thorough, accurate information regarding services, processes, and next steps.
• Build trusted client relationships through active listening, responsiveness, and accountability.

Case & Workflow Management

• Manage a high volume of active cases, including scheduling, tracking documentation, coordinating logistics, and maintaining accurate timelines.
• Support physicians and experts with organized, detail‑focused back‑office coordination.
• Partner with internal teams, including Operations and Sales, to ensure seamless workflow and accurate case execution.

Operational Excellence & Continuous Improvement

• Coordinate new case intake with a customer‑centric mindset, ensuring accuracy and efficiency.
• Identify workflow gaps and recommend process improvements that enhance team performance and client satisfaction.
• Maintain alignment with key deadlines, deposition schedules, and expert availability.

Accounts Receivable Support

• Oversee assigned client accounts to ensure timely payments and adherence to financial deadlines.
• Conduct professional follow‑up on outstanding balances.
• Collaborate with Accounting to support accurate reporting and payment resolutions.

Requisite Qualifications:

• Minimum 5–6 years of experience in a professional office, legal, medical, or corporate services environment (not retail or entry‑level service industries).
• Demonstrated stable and progressive work history with proven long‑term performance in previous roles.
• Exceptional attention to detail, accuracy, and organization.
• Strong integrity, professionalism, and sound judgment when handling confidential or sensitive information.
• Demonstrated teamwork, reliability, and accountability in a collaborative environment.
• Proven ability to adapt to changing processes, priorities, and business needs.
• Advanced proficiency in Microsoft Office Suite and ability to quickly learn new software tools.
• Excellent written and verbal communication skills, with the poise to interact with attorneys, medical experts, and senior leaders.

Preferred Qualification:

• Bachelor’s Degree in Business, Legal Studies, Communications, Healthcare Administration, or related field.
• Experience working with legal cases, medical records, or professional services workflows.

Work Schedule:

• 5-day/40-hour work week: Mon – Friday 8:30 am – 5:30 pm
• Overtime may be required and will be based on business needs.

Work Environment:

A fast‑paced, professional office environment requiring discretion, confidentiality, and high productivity. Candidates must demonstrate maturity, reliability, and the ability to maintain professionalism under pressure.

Physician Life Care Planning’s Core Values: Commitment to Excellence, Superlative Expertise, Integrity, Ownership, Professionalism, Problem-Solving and Customer Centricity.

Physician Life Care Planning is an equal-opportunity employer.

Confidentiality:

Employees must adhere to all Federal HIPAA laws and regulations and be willing to sign a Confidentiality Agreement.