Social Security Disability Case Manager

Garza Law Firm; Knoxville (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Garza Law Firm in Knoxville, TN seeks a full-time Social Security Disability Paralegal/Case Manager to support SSD filings and appeals. You will manage client caseloads, collect documents, and prepare materials for attorneys and hearings.

Applicants should be proficient with Microsoft 365, have strong communication and organizational skills, and experience with case management tools such as Filevine, Chronicle, and Lead Docket. Compliance with SSA rules is essential.

Qualifications

• High School Diploma or equivalent required.
• Proficient with Microsoft 365 apps (Outlook, Word, Teams).
• Strong verbal and written communication.
• Excellent organizational skills.
• Experience with case management systems (Filevine, Chronicle).
• Experience with Lead Docket.

Responsibilities

• Manage a caseload of SSD applicants from initial application through appeals.
• Assist clients with SSD forms, questionnaires and filing appeals; collect and submit documents.
• Prepare case files for attorney review and hearing materials; coordinate medical evaluations and SSA hearings.
• Ensure compliance with SSA guidelines and deadlines; monitor progress and respond to SSA requests.

Skills

Microsoft 365

Verbal communication

Written communication

Organizational skills

Education

High School Diploma

Bachelor’s degree preferred

Tools

Filevine

Chronicle

Lead Docket

Job description

Full-time

Description

Social Security Disability Paralegal/Case Manager works closely with other Paralegals/Case Managers, assigned attorneys, and administrative staff to provide legal support and case management for Social Security Disability Claims.

The SSD Paralegal/Case Manager does not have the authority to practice law, give legal advice, or set strategy on a pre-case/per-client basis.

Requirements

Responsibilities

• Case Management & Client Support: Manage a caseload of SSD applicants from initial application through appeals. Maintain frequent client communication, providing updates and answering questions regarding their claims.
• Application & Documentation Support: Assist clients in completing SSD forms, questionnaires and filing appeals. Collect, review, and submit medical records, work history, and other supporting documents.
• Attorney & Hearing Support: Prepare case files for attorney review, ensuring all necessary evidence and forms are included. Assist attorneys in drafting legal correspondence and hearing preparation materials. Coordinate and schedule medical evaluations and SSA hearings.
• Compliance & Process Management: Ensure all claims adhere to Social Security Administration (SSA) guidelines and deadlines. Track case progress, follow up on pending applications, and respond to SSA requests. Stay updated on Social Security Disability laws, regulations, and procedural changes.

Work Experience

Required:

• Proficient with Microsoft 365 Suite Applications, including but not limited to, Outlook, Word, and Teams.
• Verbal and Written Communication Skills.
• Organizational Skills.

Preferred:

• Experience with case management systems such as Filevine and Chronicle.
• Experience with lead generation systems such as Lead Docket.
• Experience in Customer Service via in-person and over the phone, while monitoring and diffusing escalated issues.
• Experience talking on the phone regularly and corresponding through email with a professional and confident tone.

Education / Certifications / Other Qualifications / Success Traits

Required:

• Must have a High School Diploma or Equivalent.
• Ensure Accountability: Takes responsibility for their work and the performance of the firm. Owns commitments and shows a willingness to answer for their actions without being defensive or shifting blame.
• Client Focus: Intentionally seeks to understand Client needs. Proactively identifies opportunities to serve or create a benefit for the Client. Looks to exceed Client expectations by creating delight. Establishes and maintains effective Client relationships.
• Situational Adaptability: Rebounds from setbacks vs. emotionally responding with drama. Is confident under pressure. Handles or manages change or crises effectively. Maintains a positive attitude despite adversity. Grows from hardships and negative experiences.
• Action Oriented: Embraces challenges and takes action, without unnecessary delay. Identifies and seizes new opportunities. Displays a can-do attitude in good and bad times. Steps up to handle tough issues without avoidance.

Preferred:

• Secondary education, bachelor’s degree preferred, or equivalent combination of education, training, and experience.