Case Manager in Training

Summary

We here at Morgan & Morgan are looking for a Case Manager in Training. This role will work as a floater in our office, training and supporting several attorneys and case staff on rotation. This position trains for an eventual move to a highly sought Case Manager position. Successful candidates will be responsible for areas including but not limited to the following.

Responsibilities

• Make initial call to client after signing to obtain relevant information to open their file
• Accept inbound calls and place outbound calls to clients as needed
• Request coverage follow up to the coverage team
• Transfer case to Case Manager’s once file opened
• Create new files and enter pertinent information into case management software
• Enter new roles in the system
• Request police reports
• Mail HIPAA form to the clients.
• Email client welcome packet to the client or mail if no email on file
• Document all activity in the system
• Add all insurance information and police report numbers into the file
• Request all documents from the client needed for their file
• Upload necessary documents to the client’s file

Qualifications

• High school diploma or GED is required; college preferred
• Ability to communicate effectively with clients
• Used to adapting in an ever-changing environment and handling multiple priorities
• Excellent oral communication with an outgoing personality
• Able to multitask and learn quickly
• Must thrive in a team environment
• Reliable and dependable
• Excellent comprehension and critical-thinking skills
• Ability to type at least 35 WPM with excellent writing skills while navigating through multiple software applications

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.

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