Assistant, Case Management

Role Overview

• Ensure all processes meet HIPAA and government security requirements regarding the sharing and storage of Personal Health Information (PHI)
• Utilize strong analytical and case management skills to oversee 700–1,000 subrogation cases simultaneously
• Communicate professionally—primarily via inbound and outbound calls—with attorneys, insurance adjusters, medical providers, court staff, recipients, family members, and clients
• Prepare and manage required correspondence, liens, claims, and related documentation throughout the recovery process
• Meet departmental goals for customer service, settlements, and case handling standards
• Perform both basic and advanced document and legal reviews to determine case status, ensure accuracy, and support workflow progression
• Verify beneficiary eligibility and maintain accurate documentation
• Confirm and validate third-party liability, probate, and asset research findings
• Compile and analyze information from multiple sources to determine case status and recovery potential
• Process and resolve claim or lien disputes; collaborate with attorneys and relevant stakeholders as needed
• Conduct periodic follow-ups on case status, payments, and settlement updates
• Negotiate and finalize claim or lien settlement amounts according to established contract guidelines
• Execute and file notarized documents with applicable county offices
• Prioritize case events, payment issues, and revenue-impacting deadlines to ensure timely resolution
• Maintain accuracy, timeliness, and productivity standards for file management and phone metrics

Requirements

• 2+ years of relevant professional experience in subrogation, claims, or case management
• Proficiency in Microsoft Word and Excel; basic knowledge of Microsoft Access is preferred
• Experience in a legal or insurance office setting (paralegal, legal assistant, casualty, or health insurance experience preferred)
• Familiarity with Medicaid and/or Medicare programs is preferred

Benefits

• Career growth and advancement opportunities are encouraged and supported
• A company-provided computer is supplied for work use