Personal Injury Case Manager (Pre-Litigation) | LATAM

Overview

This role involves case management for an assigned portfolio of California personal injury claims during the pre-litigation stage. You will help clients stay informed and ensure treatment follow-through while keeping insurance follow-ups, documentation, and deadlines on track. The position requires day-to-day ownership and practical understanding of U.S. PI fundamentals, with appropriate escalation to attorneys for legal or medical decisions that fall outside routine issue resolution.

Schedule: Monday–Friday, 9:00 a.m.–5:00 p.m. PST.

Responsibilities

• Move an assigned pre-litigation caseload toward resolution by prioritizing next steps, monitoring deadlines, and closing outstanding follow-ups.
• Provide clear, empathetic, persistent communication to English- and Spanish-speaking clients regarding treatment progress and case status.
• Coordinate with medical providers to support appointment attendance and completion of recommended care, including MRIs, injections, and follow-up treatment.
• Review medical records and track treatment progress to identify treatment gaps, missing documentation, and potential delays in case preparation.
• Obtain claim updates from insurance carriers; ensure policy searches are completed.
• Document coverage information, policy limits, and uninsured/underinsured motorist coverage.
• Identify when treatment authorization is required and coordinate it using attorney-approved protocols; escalate appropriate legal or medical decisions to supervising attorneys.
• Resolve routine case issues independently.
• Flag liability concerns, delays, or potential settlement obstacles that require attorney review.
• Maintain accurate, current case files in Maris Case, ensuring case status, documentation, and next steps are easy to track.
• Collaborate with attorneys, case manager assistants, medical records personnel, and demand preparation staff to keep lien tracking, demand workflows, and pre-litigation settlement coordination on track.

Requirements (Must-Have)

• Prior hands-on experience independently managing U.S. personal injury cases through pre-litigation, with reliable follow-through and minimal need for supervision or foundational training.
• Strong practical knowledge of California personal injury claims, including Proposition 213, liability, and settlement procedures, without needing explanations of basic concepts.
• Fluent Spanish and proficient English for direct client communication.
• Experience coordinating medical treatment (including MRIs and injections), reviewing medical records, tracking treatment progress, and identifying gaps in care.
• Experience communicating with insurance carriers, handling policy searches, and working with bodily injury claims including coverage limitations, policy limits, and uninsured/underinsured motorist coverage.
• Familiarity with lien tracking, demand preparation workflows, and pre-litigation settlement coordination, along with sound judgment about when to escalate legal or medical decisions to supervising attorneys.
• Strong organization, documentation, and deadline management skills, including the ability to prioritize competing case needs.
• Experience with cloud-based legal case management software and the ability to learn Maris Case.

Preferred Qualifications (Nice to Have)

• Previous hands-on experience with Maris Case.
• Experience preparing attorney-ready case summaries or demand-support packages.
• Experience improving case-tracking systems, documentation templates, or client follow-up workflows.

Location

California (pre-litigation caseload).