Senior Case & Workflow Coordinator

Physician Life Care Planning; San Antonio (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Physician Life Care Planning seeks a Service Delivery Coordinator to excel in a fast-paced professional office environment, handling client and expert communications with professionalism and confidentiality.

The role focuses on managing complex workflows, maintaining meticulous records, and supporting physicians and experts while coordinating with internal teams to ensure accurate case execution and timely payments. A mature, dependable candidate with strong integrity is preferred.

Qualifications

• Minimum 5–6 years of experience in a professional office, legal, medical, or corporate services environment (not retail or entry‑level service industries).
• Demonstrated stable and progressive work history with proven long‑term performance in previous roles.
• Exceptional attention to detail, accuracy, and organization.
• Strong integrity, professionalism, and sound judgment when handling confidential or sensitive information.
• Demonstrated teamwork, reliability, and accountability in a collaborative environment.
• Proven ability to adapt to changing processes, priorities, and business needs.
• Advanced proficiency in Microsoft Office Suite and ability to quickly learn new software tools.
• Excellent written and verbal communication skills, with the poise to interact with attorneys, medical experts, and senior leaders.

Responsibilities

• Serve as a primary point of contact for clients and experts, demonstrating professionalism, clarity, and confidence in all communication.
• Proactively resolve inquiries and ensure clients receive thorough, accurate information regarding services, processes, and next steps.
• Build trusted client relationships through active listening, responsiveness, and accountability.
• Manage a high volume of active cases, including scheduling, tracking documentation, coordinating logistics, and maintaining accurate timelines.
• Support physicians and experts with organized, detail‑focused back‑office coordination.
• Partner with internal teams, including Operations and Sales, to ensure seamless workflow and accurate case execution.
• Coordinate new case intake with a customer‑centric mindset, ensuring accuracy and efficiency.
• Identify workflow gaps and recommend process improvements that enhance team performance and client satisfaction.
• Maintain alignment with key deadlines, deposition schedules, and expert availability.
• Oversee assigned client accounts to ensure timely payments and adherence to financial deadlines.
• Conduct professional follow‑up on outstanding balances.
• Collaborate with Accounting to support accurate reporting and payment resolutions.

Skills

Communication skills

Attention to detail

Integrity

Teamwork

Adaptability

Education

Bachelor's Degree in Business, Legal Studies, Communications, Healthcare Administration, or related field

Tools

Microsoft Office Suite

Job description

Physician Life Care Planning seeks a Service Delivery Coordinator to excel in a fast-paced professional office environment, handling client and expert communications with professionalism and confidentiality.

The role focuses on managing complex workflows, maintaining meticulous records, and supporting physicians and experts while coordinating with internal teams to ensure accurate case execution and timely payments. A mature, dependable candidate with strong integrity is preferred.