Intake Case Manager

The Ward Law Group, PL; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Company-paid Life Insurance

Short-Term Disability

Long-Term Disability

Supplemental Insurance Options

401(k) with Company Match

Paid Time Off

Employee Assistance Program (EAP)

Job summary

The Ward Law Group, a leading personal injury law firm in New York, seeks an experienced Intake Case Manager to guide clients through the early stages of their cases with exceptional support. You will manage a high-volume caseload, coordinate with insurance and medical providers, and prepare cases for attorney review.

Bilingual English/Spanish required. Ideal candidates have strong client communication, organization, and familiarity with Litify or similar systems.

Qualifications

• Bilingual English/Spanish required.
• 1+ years of experience as an Intake Case Manager or Personal Injury Case Manager in a plaintiff personal injury law firm.
• Experience handling bodily injury claims, pre-litigation case management, property damage claims, PIP, medical records and bill collection, insurance communications, subrogation matters, attorney liens, and demand preparation.
• Proficiency with Litify, Salesforce, or similar case management systems.
• Excellent client communication, organization, and case management skills, with the ability to manage a high-volume caseload independently.

Responsibilities

• Manage a caseload of personal injury clients from intake through case progression.
• Apply knowledge of bodily injury claims and pre-litigation case management processes.
• Identify cases eligible for Full Demand, Quick Demand, or Global Demand and submit them to the appropriate department.
• Review and submit potential production cases for attorney evaluation.
• Qualify clients for Personal Injury Protection (PIP) benefits.
• Assist clients with property damage matters, including loss of use and diminished value claims.
• Communicate with insurance adjusters and carriers to obtain coverage and claim information.
• Monitor and follow up on client medical treatment and case progression.
• Request, obtain, and organize medical records, bills, and supporting documentation.
• Maintain accurate adjuster and insurance information within Litify.
• Submit applicable subrogation and attorney lien documentation.
• Document all case activity thoroughly and accurately in Litify.
• Maintain frequent communication with clients, answer questions, and provide updates regarding their case status.
• Ensure cases are properly prepared for attorney review and discharge when appropriate.

Skills

Bilingual English/Spanish

Client communication

Caseload management

Tools

Litify

Salesforce

Job description

Company Description

Join an Award-Winning Personal Injury Law Firm

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 make informed decisions, continuously improve, and deliver exceptional results for our clients. Every role contributes directly to helping injured individuals navigate one of the most challenging times in their lives while supporting the continued growth and success of our firm.

• 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 by example, inspire others, embrace continuous improvement, and develop high-performing teams.
• Loyalty – We build lasting relationships through trust, respect, and dedication to our clients, teammates, and community.
• Service to Our Clients – We are committed to delivering compassionate, responsive, and exceptional service that maximizes every client's opportunity for success.
• Service to Our Teammates – We foster a culture of collaboration, respect, support, and shared success where every team member has the opportunity to grow and thrive.
• Service to Our Community – We believe in making a positive impact beyond the workplace by serving and strengthening the communities where we live and work.

Job Description

The Ward Law Group is seeking an experienced Intake Case Manager to join our growing Personal Injury team. This role is responsible for guiding clients through the early stages of their case, ensuring they receive exceptional support while helping move claims efficiently toward resolution. The ideal candidate has strong personal injury experience, excellent client communication skills, and the ability to manage a high-volume caseload in a fast-paced environment.

Responsibilities

• Manage a caseload of personal injury clients from intake through case progression.
• Apply knowledge of bodily injury claims and pre‑litigation case management processes.
• Identify cases eligible for Full Demand, Quick Demand, or Global Demand and submit them to the appropriate department.
• Review and submit potential production cases for attorney evaluation.
• Qualify clients for Personal Injury Protection (PIP) benefits.
• Assist clients with property damage matters, including loss of use and diminished value claims.
• Communicate with insurance adjusters and carriers to obtain coverage and claim information.
• Monitor and follow up on client medical treatment and case progression.
• Request, obtain, and organize medical records, bills, and supporting documentation.
• Maintain accurate adjuster and insurance information within Litify.
• Submit applicable subrogation and attorney lien documentation.
• Document all case activity thoroughly and accurately in Litify.
• Maintain frequent communication with clients, answer questions, and provide updates regarding their case status.
• Ensure cases are properly prepared for attorney review and discharge when appropriate.

Qualifications

• Bilingual English/Spanish required.
• 1+ years of experience as an Intake Case Manager or Personal Injury Case Manager in a plaintiff personal injury law firm.
• Demonstrated experience handling bodily injury claims, pre‑litigation case management, property damage claims, PIP, medical records and bill collection, insurance communications, subrogation matters, attorney liens, and demand preparation.
• Proficiency with Litify, Salesforce, or similar case management systems.
• Excellent client communication, organization, and case management skills, with the ability to manage a high-volume caseload independently.

Additional Information

Eligible Employees Enjoy a Competitive Benefits Package, Including

• Medical, Dental & Vision Insurance
• Company-paid Life Insurance
• Short-Term Disability
• Long-Term Disability
• Supplemental Insurance Options
• 401(k) with Company Match
• Paid Time Off
• Employee Assistance Program (EAP)

Join Our Team

At The Ward Law Group, every role contributes to changing lives.

The Ward Law Group is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at The Ward Law Group via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from The Ward Law Group HR/Recruitment will be deemed the sole property of The Ward Law Group. No fee will be paid in the event the candidate is hired by The Ward Law Group as a result of the referral or through other means.