Case Coordinator

Case Coordinator Job Description Template

Our company is looking for a Case Coordinator to join our team.


  • Provide case coordination services to individuals and families needing assistance while in crisis;
  • Assist program participants with accessing community resources, including, but not limited to, assisting with program enrollments and other services;
  • Interview individuals and families in order to assess physical, social, emotional, and spiritual needs, according to Life Skills Progression Survey;
  • Submit program reports regarding service delivery to designated personnel as required;
  • Assist with the design and coordination of supportive services for families in accordance with program goals and objectives;
  • Accurately and timely maintain web-based data for the program in accordance with established guidelines;
  • Maintain a neat, orderly and organized work area always;
  • Establish and build supportive nurturing relationships with clients and their families;
  • Ability to read and comprehend illustrations;
  • May identify the type of case that needs to be initiated (e.g. H1, L1) based on the information provided in the questionnaire;
  • Final review and comparison of the life insurance application to include issuing policies;
  • Perform any other duties as assigned;
  • Timely response to customer inquiries via email and phones;
  • Answer ACD calls to assist customers with questions for Policy Revisions;
  • May generate reports, as requested.


  • Must remain flexible and be able to adapt easily to quickly changing work environment;
  • Strong communication skills (oral and written) to interact with agents, internal, and external customers;
  • Excellent time management skills;
  • Ability to problem solve and apply concepts;
  • An in-depth knowledge of LifeComm and NextGen functions is preferred;
  • Outstanding attention to detail and organizational skills;
  • 2 – 3 years work experience in the life insurance industry.