Location: On site in Memphis, TN or Charlotte, NC.
Position Summary
The Accommodations Case Manager is responsible for the end-to-end management of workplace accommodation and “life event” support cases for First Horizon associates. This role leads the interactive process for ADA/ADAAA accommodations and related requests (e.g., pregnancy, religious, and state/local accommodation requirements), partners with a third-party vendor to operationalize approved accommodations, and coordinates referrals to additional resources (e.g., our ComPsych partner) to support associates holistically. The Case Manager serves as a subject matter resource to associates, managers, and HR partners, ensuring consistent, timely, and compliant outcomes that balance associate needs and business requirements.
Key Responsibilities Accommodation Case Management
- Own the intake, triage, and end-to-end management of accommodation cases for associates, from initial request through implementation and follow-up.
- Lead the interactive process, including essential job function analysis, medical documentation review (within legal parameters), reasonable accommodation exploration, and undue hardship assessment.
- Coordinate with HR Business Partners, People Leaders, IT, Facilities/Ergonomics, and third-party vendors to implement approved accommodations (e.g., equipment, schedule changes, remote work arrangements, software/assistive technology).
- Maintain proactive, empathetic communication with associates and managers; set expectations, timelines, and next steps; ensure updates at key milestones.
Life Events & Wellbeing Support
- Identify cases that warrant connection to our ComPsych partner or other internal/external resources (e.g., EAP, behavioral health, financial wellbeing, grief support, crisis response).
- Provide compassionate guidance and handoffs during sensitive life events (e.g., serious illness, bereavement, domestic violence, natural disasters), ensuring confidentiality and continuity of support.
- Partner with leave and disability vendors/teams to manage interplay between accommodations and leave laws/policies (e.g., ADA/ADAAA and FMLA/STD/LTD interplay), escalating complex scenarios appropriately.
Vendor & Stakeholder Management
- Serve as day-to-day point of contact with the accommodations implementation vendor; track SLAs, elevate issues, and ensure timely procurement/fulfillment of approved solutions.
- Educate and coach managers and HR colleagues on roles/responsibilities in the interactive process and effective implementation.
Compliance, Documentation, and Risk
- Ensure compliance with ADA/ADAAA, the Pregnant Workers Fairness Act, Title VII religious accommodations, state/local laws, GINA, and relevant bank policies.
- Maintain complete, confidential documentation in designated HRIS/case management systems; ensure access controls and data retention align with legal and policy requirements.
- Prepare for internal/external audits; support Legal on EEOC responses or escalated matters.
Data, Reporting, and Continuous Improvement
- Track caseload status, cycle times, outcomes, and trends; produce dashboards and narrative insights for leadership.
- Identify recurring barriers and recommend process, policy, or training enhancements to improve speed, consistency, and associate experience.
- Develop and deliver training and guidance materials (job aids, toolkits, manager FAQs) to drive understanding and adoption.
Education and Experience
- Bachelor’s degree in Human Resources, Business, Industrial/Organizational Psychology, Healthcare Administration, or related field; or equivalent practical experience, preferred.
- 3-5+ years of direct experience managing ADA/ADAAA accommodations and related cases in a mid-to-large organization, preferably within a regulated industry (e.g., financial services, healthcare, manufacturing).
- Experience partnering with third-party accommodations and/or EAP vendors; demonstrated vendor performance and escalation management.
- Familiarity with the interplay among accommodations, leave programs (FMLA, state leaves), and disability benefits (STD/LTD).
Knowledge, Skills, and Competencies
- Deep working knowledge of ADA/ADAAA, PWFA, Title VII religious accommodation standards, state/local accommodation laws, and confidentiality requirements (ADA/GINA; familiarity with HIPAA when coordinating with covered vendors).
- Strong case management skills with the ability to prioritize a high-volume caseload and meet service-level timeframes.
- Exceptional communication and coaching skills; able to navigate sensitive situations with empathy and professionalism.
- Sound judgment and risk awareness; able to balance associate needs with essential job functions and business operations.
- Analytical orientation; comfortable interpreting medical restrictions, job requirements, and operational constraints to develop practical solutions.
- Proficient with HRIS and case management systems (e.g., Workday, ServiceNow, or similar), Microsoft 365, and reporting/visualization tools.
Preferred Qualifications
- SHRM-CP/SHRM-SCP, PHR/SPHR, CPDM (Certified Professional in Disability Management), ADA Coordinator Training Certification, or related credential.
- Experience building or refining an accommodations program, including policy, workflows, and training.
- Experience in multi-state environments with different accommodation and leave requirements.
Work Environment and Physical Requirements
- Full-Time On-Site; occasional travel for training or meetings may be required.
- Ability to review digital/printed materials and conduct virtual and in-person meetings.