The Ward Law Group, PL
Personal Injury Intake Case Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Join an Award-Winning Personal Injury Law Firm
At The Ward Law Group, our mission is simple: Changing Lives. One Client at a Time.
Recognized as one of the Best Places to Work for consecutive years, we are committed to delivering exceptional legal representation while creating an environment where talented professionals can grow, lead, and make a meaningful impact every day.
We believe our people are our greatest asset. We foster a collaborative, innovative, and high-accountability culture where every team member is empowered to take ownership, continuously improve, and deliver exceptional service to our clients.
Our Core Values
- Faith – We act with integrity, honesty, and purpose in everything we do.
- Accountability – We take ownership of our work, our commitments, and the results we deliver.
- Leadership – We lead through initiative, collaboration, coaching, and continuous improvement while taking responsibility for helping our clients and teammates succeed.
- Loyalty – We build lasting relationships through trust, respect, and dedication to our clients, teammates, and community.
- Service to Our Clients – We provide compassionate, responsive, and proactive service, ensuring every client feels supported, informed, and cared for throughout the pre-litigation process.
- Service to Our Teammates – We foster a culture of collaboration, communication, and mutual respect because we know that outstanding client outcomes are achieved by working together.
- Service to Our Community – We are committed to making a positive impact by serving the communities where we live and work while helping injured individuals receive the legal representation they deserve.
We are seeking an experienced Bilingual (English/Spanish) Plaintiff Personal Injury Intake Case Manager to join our growing remote team. This is a high-volume, performance-driven role responsible for independently managing pre-litigation cases from intake through medical treatment and demand readiness. The ideal candidate takes ownership of their caseload, proactively coordinates medical treatment and insurance matters, maintains frequent client communication, and ensures every case progresses efficiently toward the next stage of litigation.
If you thrive in a fast-paced environment, enjoy building strong client relationships, and are passionate about helping injured clients navigate one of the most important phases of their case, we invite you to join The Ward Law Group and help us change lives—one client at a time.
Job Description
The Bilingual Personal Injury Intake Case Manager serves as the primary point of contact for injured clients throughout the intake and early case management process.
This is a high-volume, fast-paced role requiring daily communication with clients, medical providers, and insurance companies while managing multiple active cases simultaneously.
The ideal candidate is highly organized, professional, detail-oriented, and comfortable handling a large caseload while maintaining excellent client service.
Candidates who are successful in this role are able to prioritize competing demands, communicate effectively, and thrive in a performance-driven environment.
Performance Expectations
This is a high-volume client-facing position. Successful Intake Case Managers regularly:
- Handle 50+ inbound and outbound client calls per day
- Manage multiple active cases simultaneously
- Follow up consistently with clients, medical providers, and insurance carriers
- Maintain accurate case documentation while multitasking
- Meet productivity, quality, and responsiveness expectations
- Respond professionally to clients experiencing stressful or emotional situations
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Candidates who prefer slower-paced environments may not be successful in this role.
Key Responsibilities
Client Communication & Case Management
- Serve as the primary point of contact for personal injury clients
- Maintain regular communication regarding treatment progress, case status, and outstanding items
- Respond promptly to incoming calls, voicemails, text messages, and emails
- Document all client communications accurately in the case management system
- Provide exceptional customer service while managing a high-volume workload
Medical Treatment Coordination
- Monitor clients' treatment progression
- Coordinate with medical providers regarding appointments, treatment status, records, and billing
- Identify treatment gaps, missed appointments, and barriers to case progression
- Assist clients with scheduling and treatment-related questions
- Request, obtain, and upload medical records and bills
Insurance & Property Damage Coordination
- Communicate with insurance carriers regarding claim status and coverage information
- Obtain claim numbers, policy information, and adjuster details
- Assist clients with vehicle damage concerns, total loss claims, rental coordination, and related matters
Case Progression
- Manage and prioritize an active caseload
- Monitor case milestones and follow up on outstanding items
- Escalate cases requiring attorney review or transfer to another department
- Ensure case files are complete and organized
- Prepare files for progression to the next phase of case handling
Compensation
USD 1,000 per month (based on experience)
Application Process
If selected to move forward in the process, you will receive an email invitation to complete two next steps: a Willo video self-interview and a brief values assessment.
Please note: to ensure your application remains under consideration, both assessments must be completed within 24 hours of receiving the invitation.
As a Virtual Assistant, you will work remotely from home as an independent contractor (health care benefits and paid time off is not provided).
Full-time availability is required for a 40-hour workweek with two days off. Depending on business needs, one weekend day may be included in your schedule.
Role Overview
The Intake Case Manager plays a critical role in managing pre-litigation personal injury cases from intake through treatment progression and case readiness. This position serves as a primary point of contact for clients while ensuring timely communication, proper case development, accurate documentation, and progression of cases toward resolution or transition to the appropriate department.
The Intake Case Manager is responsible for managing a high-volume caseload while maintaining strong client service standards, proactive follow-up, and accurate case management practices. This role requires excellent organizational skills, urgency, attention to detail, and the ability to multitask within a fast-paced environment.
The ideal candidate is client-focused, highly accountable, comfortable handling sensitive situations, and capable of balancing communication, administrative responsibilities, and case progression simultaneously.
Key Responsibilities
Client Communication & Case Management
- 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Medical Treatment Coordination
- 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
- Assist clients with scheduling concerns and treatment-related questions as appropriate
- Ensure medical records and bills are requested, obtained, and properly uploaded into the case management system
Insurance & Property Damage Coordination
- Communicate with insurance adjusters regarding claim status, coverage information, and property damage matters
- Obtain and verify insurance information, policy limits, claim numbers, and adjuster details
- Assist clients with property damage issues including repairs, total loss claims, rental coordination, diminished value claims, and loss of use concerns
Case Progression & File Management
- Manage and prioritize an active caseload while ensuring timely progression of each matter
- Identify cases eligible for escalation, attorney review, demand preparation, or transfer to the appropriate department
- Monitor case milestones and proactively follow up on pending items needed for case advancement
- Ensure all case documentation is accurately saved, organized, and maintained within the case management system
- Review files for completeness and readiness prior to submission for demand or attorney review
Work Environment
- Fast-paced, high-volume personal injury intake environment
- Collaborative team setting with strong accountability and communication expectations
- Requires the ability to multitask, prioritize urgent matters, and manage competing deadlines
- Client-service focused role requiring professionalism, empathy, responsiveness, and attention to detail
Qualifications
Minimum 6 months of experience in one of the following:
- Personal Injury Intake
- Personal Injury Case Management
- Pre-Litigation Support
- Insurance Claims Support
- Medical Coordination
- High-Volume Call Center Environment
Required:
- Fluent in both English and Spanish (written and verbal)
- Experience managing a high volume of inbound and outbound calls
- Experience handling multiple clients, cases, claims, patients, or accounts simultaneously
- Strong computer proficiency and ability to document interactions accurately while speaking with clients
- Excellent communication and customer service skills
- Strong organizational skills and attention to detail
- Ability to work independently in a remote environment
- Ability to maintain professionalism and composure when working with upset or injured clients
Preferred Qualifications
- 1+ year of Plaintiff Personal Injury experience
- Experience working in a Plaintiff Personal Injury law firm
- Experience communicating with insurance adjusters
- Experience coordinating medical treatment and provider follow-up
- Experience using Litify, Salesforce, Filevine, Clio, Needles, or similar case management software
Schedule
- Full-Time (40 hours per week)
- Schedule may include one weekend day based on business needs
- Must maintain reliable attendance and availability during assigned work hours
Additional Information
Equipment Requirements:
Computer:
-
Windows:
- Windows 10, Intel i5 (8th Gen+) or 2GHz and 8 cores
- 16 GB RAM
- 256 GB SSD
-
Mac:
- macOS 11 (Big Sur+), Apple M1 or Intel i5
- 8 GB
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location