Case Manager

Morgan & Morgan, P.A.

Orlando, FL

On-siteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with legal or insurance adjuster experience who thrive in on-site, client-facing roles.

Best fit for

Candidates with prior legal or insurance adjuster experience who are adept at managing complex client interactions
— “Prior experience as a Personal Injury Case Manager preferred.”
Individuals skilled in organizing case files and managing multiple deadlines in a fast-paced legal environment
— “Highly organized with the ability to juggle multiple deadlines in a fast-paced environment”
Professionals with strong negotiation skills and a customer-focused mindset for settlement discussions
— “Negotiate case settlements with insurance carriers and negotiate a deduction of outstanding medical balances with providers”

Things to consider

On-site work arrangement is mandatory, which may affect candidates needing remote flexibility
— “This role is on-site, which gives you the chance to be fully immersed in the work”
Candidates must be prepared to work with minimal supervision and maintain a positive attitude
— “Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision”

How to stand out

Highlight experience managing personal injury cases and negotiating with insurance carriers
— “Negotiate case settlements with insurance carriers”
Demonstrate your ability to maintain organized case files and manage deadlines effectively
— “Maintain organized case files.”
Showcase your strong written and verbal communication skills in your application materials
— “Strong writing and communication skills along with attention to detail”
Emphasize your technical proficiency with Microsoft Office and database systems
— “Extensive computer and database expertise, Microsoft Word, Excel, Outlook”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Individual

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

What success looks like

case closure
client satisfaction
accurate documentation

Typical background

legal or insurance backgroundcustomer service experience

Skills & requirements

Required

Case ManagementClient CommunicationDocument PreparationNegotiationMulti-tasking

Preferred

Legal KnowledgeInsurance Adjuster Experience

Stack & domain

Medical RecordsDocument PreparationCase ManagementSettlement NegotiationsClient CommunicationTeam PlayerProactiveMulti-taskingPrioritizingAttention To DetailLegalPersonal InjuryInsurance

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
Negotiate case settlements with insurance carriers and negotiate a deduction of outstanding medical balances with providers
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
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.
Negotiating skills.
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.
#LI-MP1
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
Here is a link to Morgan & Morgan's privacy policy.

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