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Case Manager Assistant – Personal Injury

About the role

• Track daily priorities, complete follow-ups, and support Case Managers with outstanding action items across assigned pre-litigation cases
• Keep English- and Spanish-speaking clients informed about case updates, medical appointments, and treatment progress
• Coordinate medical appointments, referrals, MRIs, injections, and other recommended treatments
• Follow up on appointment attendance and flag missed visits or treatment gaps
• Request medical records, billing statements, treatment updates, and outstanding documentation from providers
• Conduct policy searches, coverage verification, and communication with insurance adjusters
• Maintain accurate case histories, notes, organized documentation, and current task updates in the cloud-based case management system
• Monitor pending tasks and unanswered requests and escalate potential delays to the assigned Case Manager
• Provide organized medical records, bills, insurance documentation, and supporting materials to the demand preparation team
• Coordinate case handoffs across Case Managers, attorneys, medical records staff, and demand preparation personnel

• 1-3 years or more of hands-on U.S. personal injury case management experience; direct personal injury experience required
• Previous experience supporting California personal injury cases
• Bilingual English and Spanish, with strong written and verbal communication skills and an empathetic, professional approach to injured clients
• Working knowledge of personal injury workflows, medical treatment coordination, and insurance claims, including communication with clients, medical providers, and insurance representatives
• Experience using legal case management software to maintain accurate case notes, documents, and follow-up tasks
• Strong organization and follow-through; ability to prioritize multiple cases, resolve routine administrative issues, and work remotely with minimal supervision
• Pre-litigation experience supporting Case Managers with large caseloads preferred
• Familiarity with California-specific personal injury concepts, including Proposition 213 preferred
• Experience retrieving medical records, requesting billing documentation, and supporting demand preparation preferred
• Understanding of bodily injury claims, insurance coverage verification, and policy limits preferred
• Familiarity with cloud-based case management systems and paperless law firm workflows preferred