PI California Case Manager ( End to End )

The Personal Injury Case Manager is responsible for managing client cases from initial onboarding through settlement and case closure. The role involves communicating with clients, coordinating medical treatment, following up with insurance companies, gathering case documents, tracking case progress, and assisting attorneys throughout the personal injury claims process.

Key Responsibilities

1. Client Intake & Onboarding

Contact newly signed clients and introduce yourself as their Case Manager.

Collect client information and accident details.

Obtain signed agreements, medical authorizations, and required documents.

Send Letters of Representation to insurance companies.

Open and organize client files in the case management system.

2. Medical Treatment Coordination

Monitor clients' medical treatment and appointments.

Follow up with clients regarding their treatment progress.

Coordinate with medical providers and facilities.

Request medical records and billing statements.

Track outstanding medical records and treatment updates.

3. Insurance & Property Damage

Communicate with insurance adjusters.

Follow up on insurance claims and coverage information.

Assist clients with vehicle repairs, rental cars, and total loss claims.

Track property damage claims and insurance updates.

Escalate insurance disputes to the attorney.

4. Case Management & Documentation

Maintain updated and organized client files.

Collect police reports, photographs, witness information, and other evidence.

Track important case deadlines and follow-up tasks.

Prepare case status updates for attorneys.

Ensure all case documents are properly uploaded and maintained.

5. Client Communication

Serve as the main point of contact for assigned clients.

Respond to client calls, emails, and messages.

Provide regular case updates.

Address client concerns professionally.

Document all client communications.

6. Medical Records & Liens

Request and follow up on medical records and bills.

Maintain a list of medical providers.

Track outstanding medical balances and liens.

Obtain updated lien and payoff statements.

Coordinate lien-related concerns with the attorney.

7. Demand Package Preparation

Gather all medical records and billing statements.

Organize medical documentation.

Prepare medical treatment timelines.

Compile medical expenses and supporting evidence.

Prepare draft demand packages for attorney review.

Follow up on submitted demands and insurance responses.

8. Settlement Coordination

Track settlement offers and insurance communications.

Coordinate settlement documents and client signatures.

Follow up on settlement checks and payments.

Assist attorneys with settlement-related documentation.

Keep clients informed throughout the settlement process.

9. Settlement & Case Closure

Obtain final medical bills and lien balances.

Assist with preparing settlement disbursement documents.

Coordinate final paperwork with clients and attorneys.

Follow firm procedures for settlement funds and payments.

Ensure all documents are complete and properly filed.

Close and archive completed case files.

Qualifications & Requirements

Previous experience in personal injury law or legal case management preferred.

Knowledge of the California personal injury claims process is an advantage.

Excellent written and verbal English communication skills.

Strong organizational and time-management skills.

Ability to manage multiple cases simultaneously.

Proficient in Microsoft Office, Google Workspace, and case management software.

Strong attention to detail and follow-through.

Professional, empathetic, and client-focused.

Skills

Excellent written and verbal English communication skills, strong organizational and time-management skills, ability to manage multiple cases simultaneously, and strong attention to detail and follow-through.

Previous experience in personal injury law or legal case management, and knowledge of the California personal injury claims process.