Senior Case Manager (Bilingual: English/Spanish)
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Senior Case Manager
We are seeking an experienced Senior Case Manager to lead pre-litigation case work at our Arizona personal injury law firm. This is a hybrid role based in the Scottsdale, Arizona area. Candidates must be able to commute to the office as needed. In this role, you will manage a high-volume caseload from intake through demand and settlement, serve as the primary point of contact for clients, partner closely with attorneys to drive favorable outcomes, and mentor junior case managers. The ideal candidate is a seasoned bilingual PI professional with deep knowledge of Arizona insurance law, a client-first mindset, and proven leadership skills.
Core Competencies:
- Client advocacy and relationship management
- Negotiation and persuasive communication
- Independent judgment and sound decision-making under attorney oversight
- Leadership, mentorship, and team development
- Process improvement and efficient case workflow management
Responsibilities
Case management & strategy
- Manage a substantial caseload of pre-litigation personal injury matters from sign-up through demand and settlement, ensuring each file moves forward on schedule.
- Determine liability and analyze applicable Arizona insurance coverage, including bodily injury, MedPay, UM/UIM, and umbrella policies.
- Identify files appropriate for litigation referral or out-of-state co-counsel; coordinate handoffs and locate qualified firms in other jurisdictions when needed.
- Maintain meticulous, up-to-date documentation in the firm’s case management system.
Client experience
- Serve as the primary client liaison, providing regular case updates and clearly explaining the pre-litigation process, treatment options, coverage issues, fee disclosures, and settlement authority.
- Conduct new client intake meetings, gather case facts, and set expectations for the claims process.
- Resolve client questions and concerns with empathy, professionalism, and accuracy.
Medical coordination
- Coordinate medical treatment, including issuing Letters of Protection (LOPs), placing clients with appropriate care providers, and monitoring treatment progress against case strategy.
- Review, organize, and summarize medical records, billing, and lien information.
- Negotiate and resolve medical liens, balance bills, and subrogation claims with healthcare providers and insurers.
Demand & settlement preparation
- Draft and finalize comprehensive demand packages, including bad-faith framing letters where applicable.
- Prepare detailed settlement summaries, disbursement statements, and fee disclosure documents for client review and attorney sign-off.
Leadership & team
- Mentor and supervise junior case managers; provide quality control on caseload assignments and serve as the escalation point on complex files.
- Partner with attorneys on complex liability investigations, recorded statements, and pre-litigation strategy.
- Identify and champion process improvements that increase efficiency, file quality, and client satisfaction.
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