Case Manager in Training

About Us:  Wettermark Keith is a rapidly growing national personal injury firm. We pride ourselves on our integrity, professionalism, and commitment to excellence. At Wettermark Keith, we understand that our work extends far beyond the courtroom. We engage with people during some of the most challenging times of their lives – moments filled with uncertainty, fear, and stress. Our clients come to us in the aftermath of tragic accidents, seeking not just legal representation, but a beacon of hope for their future. Position Summary: The Disability Client Coordinator serves as the bridge between Intake and the legal team for Social Security Disability (SSD) and Veterans Disability (VA) cases. This position is responsible for receiving warm transfers from Intake Agents, verifying client information, coordinating attorney assignments, scheduling initial attorney consultations, and ensuring a seamless transition from intake to legal representation. The Disability Client Coordinator plays a critical role in delivering an exceptional client experience while maximizing conversion opportunities and maintaining efficient attorney scheduling. Essential Duties and Responsibilities: * Receive warm transfers from Intake Agents for new SSD and VA clients. * Review and verify all intake information for accuracy and completeness. * Confirm client contact information and preferred communication methods. * Educate prospective clients on the next steps in the representation process. * Assign clients to the appropriate SSD or VA attorney based on established firm guidelines. * Schedule initial attorney consultations and coordinate calendar availability. * Ensure all required documentation, notes, and client information are properly entered into the case management system. * Maintain communication with clients regarding scheduled appointments and next steps. * Conduct follow-up outreach when necessary to secure scheduled consultations. * Work closely with Intake Agents, attorneys, and support staff to facilitate a smooth client handoff. * Monitor appointment attendance and assist with rescheduling when needed. * Identify and escalate any client concerns or scheduling conflicts. * Maintain a high level of professionalism, empathy, and customer service during all client interactions. * Assist with reporting and tracking consultation scheduling metrics and conversion opportunities. Qualifications: * Excellent verbal and written communication skills. * Strong customer service and relationship-building abilities. * Ability to manage multiple tasks and priorities in a fast-paced environment. * Strong organizational and attention-to-detail skills. * Experience scheduling appointments and managing calendars preferred. * Ability to handle sensitive and confidential client information. * Proficiency with case management systems, CRM software, and Microsoft Office applications. * Prior legal intake, disability law, customer service, or call center experience preferred. Core Competencies: * Client Communication * Organization and Time Management * Problem Solving * Attention to Detail * Professionalism * Team Collaboration * Empathy and Client Care * Adaptability

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People. This role will work as a floater in our office, training and supporting several attorneys and case staff on rotation. This position trains for an eventual move to a highly sought Case Manager position. Responsibilities * Assist Case Managers and Attorneys in organizing and maintaining client files, gaining exposure to caseloads of 100+ cases * Submit check requests for records including medical documentation, accident reports, driving history, and vehicle * Support demand preparation by gathering and organizing case documents electronically * Handle certified mail processing and support digital document * Perform general administrative tasks including typing, operating office equipment, and sorting * Support electronic file management while building knowledge of case phases and documentation best practices * Prepare and send standard letters including turndowns, new representations, contracts, and multi-party combo letters * Assist in drafting and sending demand letters to build knowledge of negotiation and settlement * Work closely with an experienced Case Manager to build core case management skills and support long-term professional development * Assist with other related duties to gain broader experience and contribute to case progress and team efficiency Qualifications * High school diploma or GED * 1-2 years of experience as an Administrative Assistant, Insurance Adjuster, or Support Role preferably in a law firm setting or in a corporate legal department (preferred) * Highly organized with the ability to multitask, prioritize, and demonstrate attention to detail with a great attitude * Strong written and verbal communication skills, including good presentation skills * Willingness to learn and work with multiple employees within our organization * Extensive expertise in computer programs, databases, Microsoft Office Suite, and type no less than 35 wpm This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. Compensation for this role starts at $22 per hour.  #LI-FW1 Benefits Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff.  For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan,  paid time off and paid holidays. Equal Opportunity Statement Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. E-Verify This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.    Privacy Policy Here is a link [https://www.forthepeople.com/privacy-policy/] to Morgan & Morgan's privacy policy.