Serve as the primary point of contact for clients throughout the intake and treatment phases of the case
Maintain frequent communication with clients regarding treatment status, property damage, case progression, and outstanding needs
Respond to client calls, voicemails, SMS messages, and emails in a timely and professional manner
Provide clients with updates, guidance, and support throughout the pre-litigation process
Maintain accurate and detailed documentation of all client communications and case activity
Monitor and follow up on client medical treatment progress and provider compliance
Coordinate with medical providers regarding appointments, treatment status, records, and billing requests
Identify treatment gaps, missed appointments, or barriers impacting case progression
Communicate with insurance adjusters regarding claim status, coverage information, and property damage matters
Manage and prioritize an active caseload while ensuring timely progression of each matter
Ensure all case documentation is accurately saved, organized, and maintained within the case management system

Previous experience in Personal Injury Case Management, Intake, or Pre-Litigation preferred
Experience handling personal injury claims, insurance communications, or client case coordination
Understanding of bodily injury claims, medical treatment progression, and property damage processes
Strong organizational skills and attention to detail
Ability to manage a high-volume caseload in a fast-paced environment
Strong written and verbal communication skills
Ability to maintain professionalism and empathy when communicating with clients
Reliable attendance, accountability, and strong follow-through
Experience using Litify (Salesforce) preferred
Experience working within a Plaintiff Personal Injury law firm preferred
Fluency in both English and Spanish preferred

Personal Injury Intake Case Manager – Virtual Assistant

Key skills