Case Manager

Cowen | Rodriguez | Peacock; San Antonio (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Cowen | Rodriguez | Peacock is seeking a highly organized personal injury Case Manager to join our Pre-Litigation team, coordinating and tracking clients’ medical treatment after injury. You will serve as the primary liaison among clients, attorneys, and medical providers, ensuring timely records and billing are obtained and case progression is maintained.

The ideal candidate has experience coordinating care in a fast-paced setting, outstanding attention to detail, and a commitment to

Qualifications

• Prior experience in a personal injury law firm, medical office, healthcare setting, or related medical coordination role is required.
• Strong organizational and time-management skills with the ability to manage a high volume of cases.
• Exceptional attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Ability to communicate effectively with clients, medical providers, and internal team members.
• Proactive approach to problem-solving and follow-up.

Responsibilities

• Coordinate clients’ medical treatment based on injuries, treatment needs, location, availability, and circumstances.
• Communicate regularly with clients to monitor treatment progress and address concerns.
• Coordinate with medical providers and facilities to facilitate timely treatment.
• Track client treatment status, appointments, and billing.
• Obtain, organize, and maintain medical records, billing statements, and reports.
• Follow up with providers to ensure records and bills are received timely.
• Maintain case management notes and documentation.
• Provide professional, empathetic customer service throughout pre-litigation.
• Protect client confidentiality and handle sensitive information.

Skills

Organizational skills

Time management

Communication

Customer service

Team collaboration

Bilingual English/Spanish

Detail-oriented

Tools

Case management software

Electronic health records (EHR)

Job description

We are seeking a highly organized, detail-oriented, and compassionate personal injury Case Manager to join our Pre-Litigation team, with a primary focus on coordinating and monitoring our clients’ medical treatment following an injury. This role is responsible for helping clients navigate the healthcare process while ensuring treatment, medical records, and billing are properly tracked and obtained so cases continue to move forward efficiently.

The ideal candidate is proactive, resourceful, and comfortable managing multiple cases and competing priorities in a fast-paced environment. They will serve as a key point of contact between clients, attorneys, and medical providers, building strong professional relationships while providing exceptional client service throughout the pre-litigation process.

Key Responsibilities

• Coordinate clients’ medical treatment based on their injuries, treatment needs, location, availability, and individual circumstances.
• Communicate regularly with clients to monitor treatment progress, address concerns, and help remove barriers to receiving appropriate medical care.
• Coordinate with medical providers, clinics, specialists, and other healthcare professionals to facilitate timely treatment.
• Track each client’s treatment status, appointments, referrals, and overall medical progression.
• Obtain, organize, and maintain medical records, billing statements, diagnostic reports, and other relevant documentation.
• Follow up consistently with medical providers and facilities to ensure records and bills are received in a timely manner.
• Review treatment information for completeness and identify outstanding records, bills, appointments, or other case-related needs.
• Maintain accurate and up-to-date case management notes and documentation.
• Communicate important treatment updates and potential issues to the Pre-Litigation Managing Attorney.
• Identify delays, gaps in treatment, scheduling issues, or other obstacles and proactively work toward solutions.
• Assist in ensuring cases remain on track and that medical documentation is available when needed for case evaluation and settlement.
• Provide professional, empathetic, and responsive customer service to clients throughout the pre-litigation process.
• Protect client confidentiality and handle sensitive medical and personal information with professionalism and discretion.
• Collaborate closely with attorneys, case managers, and other members of the Pre-Litigation team.

Qualifications

• Prior experience in a personal injury law firm, medical office, healthcare setting, or related medical coordination role is required.
• Strong organizational and time-management skills with the ability to manage a high volume of cases.
• Exceptional attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Ability to communicate effectively and professionally with clients, medical providers, and internal team members.
• Proactive approach to problem-solving and follow-up.
• Ability to work independently while also collaborating effectively within a team.
• Comfortable working in a fast-paced environment with shifting priorities and deadlines.
• Proficiency with case management systems, electronic records, email, and other standard office technology.
• Ability to handle confidential medical and personal information appropriately.
• Bilingual English/Spanish candidates are strongly encouraged to apply.

Ideal Candidate

The ideal candidate is someone who genuinely enjoys helping people and takes ownership of the client experience. They are highly organized, persistent with follow-up, and able to anticipate what needs to happen next. They understand that timely medical treatment and accurate documentation are critical to the success of a personal injury case and are committed to keeping clients and the Pre-Litigation team informed every step of the way.

What Success Looks Like

Success in this role means clients feel supported and informed throughout their medical treatment, providers receive timely and professional communication, and the Pre-Litigation team has accurate and complete medical records and billing information when needed. The successful Case Manager will help ensure that medical coordination is proactive, organized, and efficient so each case can progress smoothly toward resolution.