Case Manager Assistant – Personal Injury

• Keep assigned pre-litigation cases progressing by tracking daily priorities, completing follow-ups, and supporting Case Managers with outstanding action items
• 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 under the assigned Case Manager's direction
• Follow up on appointment attendance and flag missed visits or treatment gaps
• Request medical records, billing statements, treatment updates, and outstanding documentation from providers
• Advance insurance-related follow-ups through policy searches, coverage verification, and communication with insurance adjusters
• Maintain accurate notes, organized documentation, and current task updates in the firm's cloud-based case management system
• Monitor pending tasks and unanswered requests, escalating concerns to the assigned Case Manager
• Provide the demand preparation team with organized medical records, bills, insurance documentation, and supporting case materials
• 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 is 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
• Experience communicating 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
• Nice to have: pre-litigation experience supporting Case Managers with large caseloads
• Nice to have: familiarity with California-specific personal injury concepts, including Proposition 213
• Nice to have: experience retrieving medical records, requesting billing documentation, and supporting demand preparation
• Nice to have: understanding of bodily injury claims, insurance coverage verification, and policy limits
• Nice to have: familiarity with cloud-based case management systems and paperless law firm workflows