Case Manager

Job Description

Case Manager | Morgan & Morgan, P.A.

The Tone:
At Morgan & Morgan, P.A., the work we do matters significantly for millions of Americans who rely on us as their last line of defense against powerful insurance companies, large corporations, or manufacturers of defective goods. This is a crucial full-time, on-site role that directly contributes to our firm’s mission: For the People. With over 6,000 employees, every member, from attorneys across 50 states to client support, creative marketing, and operations teams, plays a vital role in our fight for consumer rights. As a Case Manager, you will be a key player in supporting attorneys to develop client settlements and prepare necessary legal documents and correspondence, ensuring clients receive the dedicated advocacy they deserve.

The TL;DR
• Role: Full Time
• Type: On-site
• Location: On-site (City not specified)

• Team: Reports to an Attorney
• Mission: To proactively manage a varied caseload, assisting attorneys by developing settlements, preparing essential documents, and facilitating communication between clients, providers, and insurance carriers, ensuring comprehensive support for consumer rights cases from intake to closing.
• Tech Stack: Microsoft Word, Excel, Outlook, Database software

What You’ll Actually Do
• Client Relationship Management: Serve as a primary point of contact, engaging daily with both new and existing clients via telephone and in-person, providing updates, and gathering essential information throughout their case.
• Documentation and Records Acquisition: Proactively order and secure critical medical records from healthcare providers and obtain all necessary documents to support client injury and/or liability positions.
• Third-Party Coordination: Systematically interact with various insurance carriers and healthcare providers to efficiently secure required records and accurate account balances, ensuring smooth case progression.
• Case File Organization and Management: Meticulously maintain organized case files from initial intake through closing, working directly with multiple coworkers involved in the management and support of case files under attorney direction.
• Settlement Demand Preparation: Under the direct supervision of an attorney, prepare comprehensive demand packages, assemble all supporting documentation for strategic submission to insurance carriers, and present case synopses when required.

The Must-Haves
• Background: This role requires a professional capable of managing a varied caseload, demonstrating customer focus and empathy. Core domain knowledge in legal support or insurance adjusting is valuable for this position.
• Experience: Candidates should possess experience in proactive interaction with clients, insurance companies, and medical providers, alongside a proven ability to multitask, prioritize, and manage workload with minimal supervision.
• Skills: Exceptional organizational skills are essential for juggling multiple deadlines in a demanding workload. Strong writing and communication abilities, meticulous attention to detail, and extensive computer and database expertise, including Microsoft Word, Excel, and Outlook, are required, along with a typing speed of no less than 35 WPM.
• Bonus: A Bachelor’s degree is preferred. Ideal candidates will also have prior experience as a Personal Injury Case Manager or at least two years of experience working in a legal position or as an insurance adjuster.