What are the responsibilities and job description for the Case Manager in Training position at Morgan & Morgan, P.A.?
At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 3,000 employees are all united by one mission: For the People.
Summary
We here at Morgan & Morgan are looking for a Case Manager in Training. This role will work as a floater in our office, training and supporting several attorneys and case staff on rotation. This position trains for an eventual move to a highly sought Case Manager position. Successful candidates will be responsible for areas including but not limited to the following.
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
Qualifications
- 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
Benefits
Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff. For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan, paid time off and paid holidays.
Equal Opportunity Statement
Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
E-Verify
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.
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