Responsibilities
- 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
Requirements
- Meaningful experience as a pre-litigation case manager in personal injury (not entry-level)
- 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”
Nice to Have
- California PI experience (including common liability scenarios and insurance dynamics)
- 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
