Case Specialist

Morgan & Weisbrod, LLP; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Office perks

Job summary

Morgan & Weisbrod, LLP in Dallas, TX is seeking a Case Specialist to support attorneys in managing Social Security disability cases, organizing files, tracking deadlines, and obtaining medical records.

You will communicate with clients, medical providers, and government agencies, review details for accuracy, prepare summaries, and collaborate with the legal team to move cases efficiently.

Qualifications

• Strong interpersonal and customer service abilities to interact respectfully with clients and external partners.
• Clear and professional written and verbal communication for client correspondence and internal coordination.
• Solid analytical skills to review case information, identify gaps, and support case preparation.
• Case management skills to organize files, track deadlines, and coordinate documentation across multiple cases.
• Attention to detail and proficiency with office software and case management systems; post-secondary education or paralegal experience preferred.

Responsibilities

• Organize and maintain case files and deadlines for Social Security disability cases.
• Communicate regularly with clients, medical providers, and government agencies to gather information and provide status updates.
• Review case details for accuracy, identify missing information, and prepare summaries or reports to support strategy.
• Collaborate with the legal team to move cases efficiently through the process and support positive outcomes.
• Respond to inquiries in a professional and empathetic manner.

Skills

Interpersonal skills

Customer service

Communication skills

Analytical skills

Case management

Education

High school diploma or equivalent

Paralegal experience preferred

Tools

Office software

Case management systems

Job description

Company Description

Morgan & Weisbrod, LLP is a premier Texas-based Social Security disability law firm that has represented disabled Texans since 1978. The firm is nationally recognized for having more Board Certified attorneys in Social Security disability law than any other disability law firm. Morgan & Weisbrod, LLP focuses on personal, attentive representation rather than a high-volume national model, meeting with clients well before their hearings to gather thorough information and records. The firm is known for successfully handling appeals for individuals who were previously denied benefits, underscoring its dedication to fighting for claimants’ rights. Team members join a mission-driven practice committed to helping disabled individuals secure the disability benefits they deserve.

Role Description

The Case Specialist is a full-time, on-site role based in Dallas, TX, supporting attorneys and legal staff in the management of Social Security disability cases. Day-to-day responsibilities include organizing and maintaining case files, tracking deadlines, and ensuring all necessary documentation and medical records are obtained and updated. The Case Specialist will communicate regularly with clients, medical providers, and government agencies to gather information, provide status updates, and respond to inquiries in a professional and empathetic manner. The role also involves reviewing case details for accuracy, identifying missing information, and preparing summaries or reports to support case strategy. This position requires consistent collaboration with the legal team to help move cases efficiently through the process and contribute to positive outcomes for clients.

Qualifications

• Candidates should possess strong interpersonal skills and customer service abilities to interact effectively and respectfully with clients and external partners.


• Candidates should possess clear and professional communication skills, both written and verbal, for client correspondence and internal coordination.


• Candidates should possess solid analytical skills to review case information, identify gaps, and support case preparation and strategy.


• Candidates should possess case management skills to organize files, track deadlines, and coordinate documentation across multiple cases.


• Additional beneficial qualifications include attention to detail, proficiency with office software and case management systems, ability to work in a fast-paced environment, prior experience in a legal or disability-focused setting, and a high school diploma or equivalent (post-secondary education or paralegal experience preferred).