Case Manager

Morgan & Morgan, P.A.
Raleigh, US
On-siteCareer-pivot friendly

Who this role is best for

Aimed at mid-level legal professionals or administrative support with case management experience, who thrive in on-site, collaborative environments and handle client interactions and documentation tasks.

Best fit for

  • Candidates with prior experience in personal injury case management and legal documentation
    — “Prior experience as a Personal Injury Case Manager preferred”
  • Individuals who can manage fast-paced workloads with minimal supervision and strong attention to detail
    — “Must possess the ability to multi-task, prioritize, and manage workload with a positive attitude and minimal supervision”
  • Professionals with strong client interaction skills and a customer-focused mindset
    — “Daily interaction with existing and potential clients, via telephone and in person”

Things to consider

  • This role requires on-site presence, which may affect remote candidates' suitability.
    — “This role is on-site, which gives you the chance to be fully immersed in the work”
  • Candidates must have at least 2 years of experience in legal or insurance roles, which is a clear prerequisite.
    — “At least 2 years of working in a legal position or insurance adjuster experience preferred”

How to stand out

  • Highlight experience with medical records retrieval and insurance carrier communication in your resume.
    — “Interact with insurance carriers and healthcare providers to secure records and account balances”
  • Emphasize your ability to manage multiple deadlines and maintain organized case files.
    — “Highly organized with the ability to juggle multiple deadlines in a fast-paced environment”
  • Demonstrate your typing speed and proficiency with Microsoft Office tools during interviews.
    — “type no less than 35 wpm and Microsoft Word, Excel, Outlook”
  • Showcase your proactive communication style and empathy when interacting with clients.
    — “Proactive interaction with clients, insurance companies and medical providers”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

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

What success looks like

  • manages case files from intake to closing
  • prepares comprehensive demands and supports submission to carriers
Typical background
Bachelor’s degree (preferred), 2+ years of working in a legal position or insurance adjuster experience

Skills & requirements

Required

Case ManagementClient InteractionDocument PreparationMedical Records OrderingInsurance Carrier CommunicationMulti-taskingPrioritizationAttention To DetailWriting And Communication SkillsComputer And Database Expertise

Preferred

Personal Injury Case ManagementLegal Position Experience

Stack & domain

Medical Records OrderingDocument PreparationCorrespondenceInteraction With Insurance CarriersCase File ManagementComprehensive Demand PreparationCase Synopsis PresentationLegal PositionInsurance Adjuster ExperienceComputer And Database ExpertiseMicrosoft WordExcelOutlookTypingInteraction With ClientsCommunicationMulti-taskingPrioritizingManaging WorkloadAttention To DetailTeam PlayerFollowing ProceduresProactive InteractionPositive AttitudeOrganizingJuggling DeadlinesFast-paced EnvironmentPersonal InjuryLegalInsuranceHealthcare

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-EM1

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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