Case Manager

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

At least 6 months to 1 year of experience in a legal setting, preferably with medical or personal injury experience., Bilingual in Spanish is a plus., Proficient in Microsoft Office applications and strong organizational skills., Excellent written and interpersonal communication skills with a can-do attitude..

Key responsibilities:

  • Effectively communicate with clients through various channels and document inquiries accurately.
  • Conduct interviews with potential clients to gather case-specific information and establish rapport.
  • Update case management systems and maintain organized electronic case files for easy access.
  • Assist attorneys with administrative tasks and follow instructions to support the initial consultation process.

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CallTek XLarge https://www.calltekinc.com/
5001 - 10000 Employees
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Job description

Effectively communicate through phone calls, texts, chats, and e-mails. Continuously follow up with pending inquiries. Document voice messages. Take accurate notes during the initial intake calls. Collect and enter leads and clients' information in the case management system. · Contact every potential client & establish rapport with client. · Interview and meet with current and potential clients to address case specific concerns and ascertain some case facts and case documents. Conduct potential new client interviews with genuine empathy and compassion. · Persistently monitor all potential new client inquiries (email, internet, phone & referrals). · Update logs and reporting systems to reflect status of all potential new clients; doing so with strong accuracy when entering the potential client's contact information. · Evaluate prospective client inquiries and phone calls, analyze their case fit and ensure they feel seen and heard. · Calendar appointments, meetings, and phone calls with prospective clients. · Communicate with clients, witnesses, and other outside parties as requested or approved by attorneys. · Work with the attorneys to complete the initial consultation process. Follow instructions from the supervising attorney and execute accordingly. · Assist attorneys with administrative tasks related to opening new cases and maintaining databases. · Update case files on a daily basis. Maintain and organize electronic case files to ensure case documents are easily and promptly accessible to all team members. · Perform other duties and responsibilities as assigned.

Requirements

At least 6 month to 1 year experience in a legal setting. - medical element or personal injury experience (must have) · Bilingual in Spanish is a plus. · Self-starter with the ability to effectively manage a high volume of calls in a face-paced environment. · Proficient with Microsoft Office suite applications. · Commitment to help clients by providing an easier, less stressful legal experience. · Ability to document and meet deadlines and stay self-accountable for meeting deadlines and finish priority related tasks. · Excellent written and interpersonal communications skills. · Strong organizational skills with ability to prioritize project requirements. · Can-do attitude and flexible approach. · Ability to work independently as well as in a team environment with attorneys, paralegals and other staff members. · Perform complex tasks that may be highly confidential or sensitive in nature, requiring discretion and diplomacy. · Strong analytical and problem-solving skills. · Prior customer service experience is preferred (i.e. serving, call center, etc.) Work Schedule:

The position requires coverage from Monday to Friday, with shifts from 8:00 AM to 6:00 PM. PST

Required profile

Experience

Spoken language(s):
Spanish
Check out the description to know which languages are mandatory.

Other Skills

  • Organizational Skills
  • Microsoft Office
  • Customer Service
  • Interpersonal Communications
  • Problem Solving
  • Empathy
  • Time Management
  • Teamwork
  • Physical Flexibility

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