Evaluate liability early and continuously, surface key risk factors, and support the team with clear, organized case insights
Keep clients actively treating by guiding next steps, addressing barriers, and ensuring consistent progress through medical care
Deliver confident, professional client communication that builds trust and keeps expectations realistic and clear
Own case progression from intake through resolution, keeping every file moving and every follow-up timely
Coordinate with medical providers, vendors, and insurance parties to prevent delays and keep records, bills, and updates flowing
Maintain meticulous case documentation, notes, and task tracking so files are always audit-ready and easy to pick up
Support insurance processes including claims follow-ups, status checks, and documentation coordination
Drive medical record and billing coordination, including requests, follow-through, and organization for easy case use
Identify what’s missing before someone else asks (treatment gaps, documentation gaps, liability clarity gaps) and close those loops proactively

Meaningful experience as a pre-litigation case manager in personal injury
Strong liability judgment and critical thinking (you can spot issues, ask the right questions, and help the file make sense)
Proven ability to manage multiple cases simultaneously without losing details or deadlines
Mature, client-facing communication skills (you can educate clients, not just update them)
High organization and attention to detail, especially in documentation, follow-ups, and case task management
Ability to work independently with minimal supervision in a remote environment and reliably “own the file”
Experience preparing or supporting demand packages, case summaries, or treatment narratives
Familiarity with PI case management systems (e.g., SmartAdvocate, CasePeer, Litify, Needles)
Medical terminology strength and confidence coordinating records/billing at scale

Case Manager – Personal Injury

Key skills