Case Specialist

Job Description

Job Description

At Robinson and Casey, PLLC, you'll find a team dedicated to helping families navigate some of their most challenging moments. As a Case Specialist, you'll play a pivotal role in guiding families through addiction, mental health, and crisis situations. This isn't just about handling calls; it's about being a trusted partner who supports families in taking meaningful steps toward recovery. Your work has a lasting impact, offering purpose-driven engagement that truly matters.

We're looking for someone with exceptional consultative sales skills who can communicate with empathy and confidence. You'll excel if you thrive in accountability-driven environments and find fulfillment in helping others. Join us, and you'll be part of a collaborative culture focused on innovation, employee development, and making a difference. If you're ready to bring your expertise to a role that makes a real impact, let's embark on this journey together.

Who We Are

At Robinson & Casey, we believe that compassion and doing things the right way go hand in hand. We specialize in Behavioral Health Law — the Marchman Act and Guardianship — which means we walk alongside families in the hardest moments of their lives, guiding them down proven legal paths to lifesaving treatment for their loved ones. 

We're not just in the business of law. We're in the business of helping families rebuild, recover, and move forward — through systems that work, processes we trust, and a team that shows up for every family we serve. 

Our values — Honesty, Courage, Integrity, Empathy, Perseverance, and Service — guide everything we do. 

Please note: Out of courtesy to our office, please apply online. Applicants who call the Firm will not be considered .

Compensation:

$60,000 - $150,000 yearly

Responsibilities:

The Case Specialist conducts in-depth consultations with prospective new clients (PNCs) with the goal of guiding families through the intake process and retaining legal services. During these consultations, the Case Specialist will:

• Guide families through the legal processes of the Marchman Act and Guardianship with empathy and clarity.
• Communicate effectively with clients to understand their needs and provide tailored solutions.
• Collaborate with our legal team to ensure seamless case management and client satisfaction.
• Maintain accurate and up-to-date records of client interactions and case progress.
• Proactively identify potential challenges and develop strategies to address them.
• Educate families on their legal options and the steps involved in the recovery process.
• Coordinate with external partners and resources to support client needs and outcomes.

Client Onboarding & Case Initiation

The Case Specialist will oversee and coordinate the client onboarding process by:

• Preparing Engagement Agreements and collecting payments while collaborating with attorneys for final approval and acceptance.
• Coordinating with the appropriate departments and team members to initiate new cases promptly and efficiently.
• Maintaining detailed and accurate records regarding consultations, communications, and client interactions.
• Following up with PNCs who miss consultations or who choose not to retain services immediately, keeping communication open and supportive should they decide to move forward in the future.
• Actively communicating with management regarding lead quality, consultation trends, and opportunities for process improvement based on direct client interaction and front-line experience.

Training & Professional Development

We are committed to ongoing growth and development. Training and support provided include:

• Bi-weekly sales training sessions
• Weekly role-play and skill-building exercises
• Call reviews and debriefs
• One-on-one coaching and mentorship
• Team book club and continued learning opportunities

Qualifications:

• Experience in consultative sales, with a focus on empathy and building trust.
• Ability to communicate complex legal concepts in a clear, compassionate manner.
• Proven track record of maintaining detailed and accurate records in a fast-paced environment.
• Strong interpersonal skills to effectively collaborate with attorneys and team members.
• Ability to demonstrate active listening and empathy in all client interactions.
• Experience in coordinating and initiating new cases promptly and efficiently.
• Proficiency in using CRM systems to track client interactions and case progressions is a plus, but not required.

About Company

What We Offer  

• Competitive compensation

• A structured, growth-focused environment with clear expectations

• Purpose-driven work   

• The opportunity to contribute to something meaningful and well-run 

At Robinson & Casey, we believe there is a right way to serve families in crisis — through proven systems, clear roles, and consistent execution. We hire thoughtfully and with intention because the families who come to us cannot afford anything less.

We seek individuals who combine professional excellence with empathy and accountability — people who take ownership of their role, follow the processes we've built, welcome feedback, and look for ways to make good systems even better. Our hiring process is designed to ensure alignment on expectations, values, and long-term fit before someone joins the team. Above all, we look for people who care deeply about the families we serve and who understand that doing things the right way is how we save lives.