Role Description
The Bilingual Personal Injury Intake Case Manager serves as the primary point of contact for injured clients throughout the intake and early case management process. This is a high-volume, fast-paced role requiring daily communication with clients, medical providers, and insurance companies while managing multiple active cases simultaneously.
The ideal candidate is highly organized, professional, detail-oriented, and comfortable handling a large caseload while maintaining excellent client service. Candidates who are successful in this role are able to prioritize competing demands, communicate effectively, and thrive in a performance-driven environment.
Performance Expectations
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This is a high-volume client-facing position.
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Successful Intake Case Managers regularly:
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Handle 50+ inbound and outbound client calls per day
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Manage multiple active cases simultaneously
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Follow up consistently with clients, medical providers, and insurance carriers
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Maintain accurate case documentation while multitasking
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Meet productivity, quality, and responsiveness expectations
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Respond professionally to clients experiencing stressful or emotional situations
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Candidates who prefer slower-paced environments may not be successful in this role.
Key Responsibilities
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Client Communication & Case Management
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Serve as the primary point of contact for personal injury clients
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Maintain regular communication regarding treatment progress, case status, and outstanding items
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Respond promptly to incoming calls, voicemails, text messages, and emails
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Document all client communications accurately in the case management system
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Provide exceptional customer service while managing a high-volume workload
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Medical Treatment Coordination
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Monitor clients' treatment progression
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Coordinate with medical providers regarding appointments, treatment status, records, and billing
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Identify treatment gaps, missed appointments, and barriers to case progression
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Assist clients with scheduling and treatment-related questions
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Request, obtain, and upload medical records and bills
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Insurance & Property Damage Coordination
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Communicate with insurance carriers regarding claim status and coverage information
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Obtain claim numbers, policy information, and adjuster details
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Assist clients with vehicle damage concerns, total loss claims, rental coordination, and related matters
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Case Progression
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Manage and prioritize an active caseload
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Monitor case milestones and follow up on outstanding items
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Escalate cases requiring attorney review or transfer to another department
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Ensure case files are complete and organized
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Prepare files for progression to the next phase of case handling
Qualifications
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Minimum 6 months of experience in one of the following:
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Personal Injury Intake
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Personal Injury Case Management
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Pre-Litigation Support
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Insurance Claims Support
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Medical Coordination
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High-Volume Call Center Environment
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Fluent in both English and Spanish (written and verbal)
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Experience managing a high volume of inbound and outbound calls
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Experience handling multiple clients, cases, claims, patients, or accounts simultaneously
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Strong computer proficiency and ability to document interactions accurately while speaking with clients
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Excellent communication and customer service skills
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Strong organizational skills and attention to detail
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Ability to work independently in a remote environment
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Ability to maintain professionalism and composure when working with upset or injured clients
Preferred Qualifications
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1+ year of Plaintiff Personal Injury experience
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Experience working in a Plaintiff Personal Injury law firm
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Experience communicating with insurance adjusters
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Experience coordinating medical treatment and provider follow-up
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Experience using Litify, Salesforce, Filevine, Clio, Needles, or similar case management software
Schedule
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Full-Time (40 hours per week)
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Schedule may include one weekend day based on business needs
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Must maintain reliable attendance and availability during assigned work hours
Additional Information
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Compensation: USD 1000 - USD 1200 monthly
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As a Virtual Assistant, you will work remotely from home as an independent contractor (health care benefits and paid time off is not provided).
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Full-time availability is required for a 40-hour workweek with two days off. Depending on business needs, one weekend day may be included in your schedule.