Case Manager in Training

Morgan \u0026 Morgan, P.A. - Birmingham, AL

Full-time - Entry Level

Birmingham, AL

About the position

The Case Manager in Training position at Morgan & Morgan is designed for individuals looking to develop their skills in case management within a legal environment. This role involves training and supporting various attorneys and case staff, with the goal of transitioning into a full-fledged Case Manager position. The successful candidate will engage in client communication, file management, and documentation processes, ensuring a smooth workflow in the office.

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

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