Case Manager - job 1 of 5

As a Case Manager at Morgan & Morgan, you will engage daily with clients, assist attorneys by developing settlements, and manage case documentation. You'll order medical records, communicate with healthcare providers and insurance carriers, and negotiate settlements, ensuring each file is well-maintained and organized.

To apply for the Case Manager position at Morgan & Morgan, you should ideally have a Bachelor’s degree and at least two years of experience in a legal or insurance-related position. Strong organizational skills, negotiation capabilities, and effective communication are key qualities we’re looking for.

While prior experience as a Personal Injury Case Manager is preferred, candidates with a background as an insurance adjuster or other legal positions can also be considered. What matters most is your ability to manage a varied caseload and provide compassionate client support.

Successful Case Managers at Morgan & Morgan must possess excellent organizational and multi-tasking skills. Being a good communicator and having strong writing abilities are also essential, along with negotiation skills to effectively liaise with insurance companies and medical providers.

Morgan & Morgan offers an excellent benefits package for Case Managers, which includes medical and dental insurance, a 401(k) plan, paid time off, and paid holidays. We prioritize our team's well-being and support their growth both professionally and personally.

In answering this, highlight specific software tools you've used for case management and discuss your approach to maintaining organization throughout the case lifecycle, including tracking deadlines and document management.

Describe your approach by emphasizing empathy and active listening. Share a specific example where you successfully navigated a tough conversation by understanding the client’s concerns and providing clear, compassionate guidance.

Discuss your negotiation style and tactics. Provide an example from your past experience where you successfully reached a settlement, and mention specific techniques or preparation steps you took to ensure a favorable outcome.

Talk about your time management skills and tools you use to prioritize tasks, such as creating a daily plan, using project management software, or systematically addressing urgent cases, while ensuring nothing falls through the cracks.

Explain the processes you follow to double-check documentation, like peer reviews or checklists. Highlight the importance of attention to detail and how it impacts case outcomes.

Focus on the firm’s mission of fighting for consumer rights. Share how your personal values align with this mission and your enthusiasm for contributing to a team that genuinely cares for its clients.

Give a specific example where you were required to meet tight deadlines or manage a heavy caseload. Discuss your coping mechanisms and how you maintained quality work under pressure.

Mention any professional networks, associations, or resources you utilize to stay informed, such as legal journals, webinars, or workshops. Discuss how this ongoing education benefits your role.

Discuss your approach to building trust through effective communication, empathy, and consistency in your interactions. Provide an example of how building rapport led to a positive outcome in a case.

Emphasize the importance of collaboration with attorneys and other team members. Share an example of a successful team project and how your contribution helped achieve a positive result for a client.