Case Manager

Summary

Join our team at Morgan & Morgan as a Case Manager in Training, working as a floater in our office and training to become a highly sought Case Manager position. This role involves making initial calls to clients, accepting inbound calls, requesting coverage follow up, transferring cases, creating new files, and documenting activity.

Requirements

• 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

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

Benefits

• Medical and dental insurance
• 401(k) plan
• Paid time off
• Paid holidays