Description

CASE MANAGER

At the Lovely Law Firm, the Case Manager works on a dynamic caseload of pre-litigation personal injury cases, investigates facts, and prepares documents to assist the attorneys by performing a variety of support and administrative duties. The focus for the Case Manager must be on client service, communication, and medical management.

DIRECT SUPERVISOR: Operations Team

JOB DUTIES:

Client Service & Communication

• Performs client interviews and insurance inquiries to evaluate cases with attorney oversight. 
• Keep clients updated on the status of their cases and ensure they understand and approve of the actions being taken on their behalf.
• Contacts clients at a minimum of every thirty (30) days to update clients, manage medical treatment and check on property damage. Meets KPI of 90% client contact.
• Performs an initial telephone call within 24 hours of case assignment.
• Schedules telephone calls for attorney with associated case parties.

File Management/Demands/Settlements

• Ensure all medical records and bills have been requested promptly.
• Maintains document file.
• Thoroughly documents case activity in a software-based case management system. 
• Performs a variety of administrative and support activities as needed. 
• Prepares case files for demand department and meets monthly demand goals.
• Seeks liens and lien reductions under the guidance of the attorney.
• Prepares Disbursement Statements as instructed by attorney.

Medical Management

• Communicates directly with the Marketing department and provides feedback. 
• from clients related to marketing efforts – tv, social media, etc
• Review all medical bills and records for completeness and accuracy. 
• During 30-day client contact, obtains the following information:
• Treatment Status
• Property Damage Status
• Lost Wage Status
• Photos of injuries
• Value Drivers

• Locates providers and schedule medical appointments for treatment of injuries in a timely manner.
• Reads, reviews, and analyzes medical records and billing. 

Litigation

• Drafts petitions and initial discovery for attorney review and filing.
• Generate pleadings as requested by the attorney to move the case to trial.
• Draft discovery responses with client assistance.
• Scheduling doctor conferences, depositions, mediations, etc, as requested.

Requirements

 Qualifications

• Prefer two years experience or more in legal service
• High school diploma or equivalent required; Bachelor’s degree preferred
• Skilled with Microsoft Office
• Previous customer service or sales experience preferred
• Strong computer and data entry skills
• Familiarity with case management and CRM systems is a bonus
• Candidates should possess high-level organizational skills, and time-management skills
• Must have strong interpersonal skills and talent for writing and grammar