Case Manager

Morgan & Morgan, P.A.
Houston, TX
On-site

Who this role is best for

Geared toward candidates with prior legal or insurance adjuster experience comfortable with managing client interactions and medical records. The on-site work arrangement and emphasis on collaboration with attorneys and providers suggest a preference for hands-on, detail-oriented professionals in the personal injury domain.

Best fit for

  • Candidates with prior experience in personal injury case management and legal settings
    — “Prior experience as a Personal Injury Case Manager preferred”
  • Individuals who thrive in client-facing roles and can manage multiple stakeholders
    — “Daily interaction with existing and potential clients, via telephone and in person”
  • Professionals with a background in organizing and maintaining detailed case files
    — “Maintain organized case files”

Things to consider

  • On-site presence is required, which may impact flexibility for remote candidates
    — “This role is on-site, which gives you the chance to be fully immersed in the work”
  • The role requires some level of legal training or experience, even if not explicitly stated
    — “At least 2 years of working in a legal position or insurance adjuster experience preferred”

How to stand out

  • Highlight your experience in managing complex case files and liaising with insurance companies
    — “Interact with insurance carriers and healthcare providers to secure records and account balances”
  • Emphasize your ability to communicate effectively with clients and medical providers
    — “Proactive interaction with clients, insurance companies and medical providers”
  • Demonstrate your proficiency in Microsoft Office and database tools in your resume
    — “Extensive computer and database expertise, Microsoft Word, Excel, Outlook”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Managed case files from intake to closing
  • Interacted with clients, insurance carriers, and healthcare providers
  • Prepared comprehensive demands and assembled support
  • Maintained organized case files
Typical background
Bachelor’s degreePrior experience as a Personal Injury Case Manager

Skills & requirements

Required

Client InteractionMedical Records ManagementDocument PreparationInsurance CommunicationTeam CoordinationCase File ManagementComprehensive Demand PreparationAttorney InteractionCase Synopsis Presentation

Preferred

Legal ComplianceInsurance Adjuster Experience

Stack & domain

Personal Injury Case ManagementMedical Records OrderingClient CommunicationInsurance Carrier InteractionHealthcare Provider CommunicationDocument PreparationSettlement DevelopmentCase File ManagementComprehensive Demand PreparationSupport AssemblyCarrier SubmissionAttorney InteractionCase Synopsis PresentationCase File Management From Intake To ClosingComputer And Database ExpertiseMicrosoft WordExcelOutlookTypingTeamworkClient FocusEmpathyMulti-taskingPrioritizationAttention To DetailCommunicationWritingLegalInsuranceHealthcarePersonal InjuryCase Management

About the role

Original posting from Morgan & Morgan, P.A. via Greenhouse

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People.

Summary

We are seeking a Case Manager to join our team. As a Case Manager, you must be highly organized and able to work on a varied caseload. The Case Manager will assist the attorney in developing settlements, preparing documents and correspondence as needed. The ideal candidate is customer focused and empathetic.

Responsibilities

Daily interaction with existing and potential clients, via telephone and in person

Order medical records from providers and communicate with clients and providers during the course of treatment

Obtain documents necessary to support injury and/or liability positions

Interact with insurance carriers and healthcare providers to secure records and account balances

Work directly with multiple coworkers involved in the management and support of case files

Maintain organized case files

Prepare comprehensive demands and assemble support for submission to carriers under the direct supervision of an attorney

Interact with attorneys and present case synopsis when required

Manage case files from intake to closing under the direction of an attorney

Performs other related duties as assigned to meet the needs of the business

Qualification

Bachelor’s degree (preferred)

Prior experience as a Personal Injury Case Manager preferred

At least 2 years of working in a legal position or insurance adjuster experience preferred

Ability to be a team player and follow procedures

Proactive interaction with clients, insurance companies and medical providers

Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision

Highly organized with the ability to juggle multiple deadlines in a fast-paced environment

Strong writing and communication skills along with attention to detail

Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm

This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. We’ve found that being in the office helps new team members get up to speed quickly and feel more connected.

#LI-FW1

Benefits

Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff.  For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan,  paid time off and paid holidays.

Equal Opportunity Statement

Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.   

Privacy Policy

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Source: Morgan & Morgan, P.A. careers (Greenhouse)

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