Case management assistants are responsible for organizing all incoming cases and ensuring that they are delivered to the proper recipients. They typically receive a large volume of files per day which they are required to sort and organize, followed by contacting those who must be informed.
Case management assistants are expected to maintain regular communication with investigators, clients, sales/management teams, and upper management when necessary, and this communication should pertain to incoming or outgoing documents to keep all parties up-to-date. They are also expected to update and correct documents as they are received so that all information stored in the system is as accurate as possible. Finally, case management assistants are expected to maintain and submit Q/A time sheets and expense reports, and other minor clerical duties may involve taking notes and answering phone calls.
A bachelor's degree and at least three years of relevant work experience are generally required for this position, and a working knowledge of the insurance industry and the ability to travel on occasion are also necessary. Experience with Microsoft Office, specifically Word and Excel, is expected, and flexibility and the ability to multi-task are also beneficial.
Case Management Assistant Tasks
Assist in Case Management, including work flow, communications, report creation and links with community resources.
Assist with intake, assessment, case plan development, implementation, referral, monitoring and follow-up and maintenance of client records.