Overview
This role owns the pre-litigation phase of a case between signup and either settlement or the decision to file suit. You will lead a team of case managers, keep treatment and records moving, oversee demand quality, and ensure files do not stall.
This is a working leadership role: you will maintain a small caseload while supervising the team, setting standards, and serving as the point of contact for attorneys who need real status updates.
Responsibilities
Team Leadership
- Directly supervise the pre-litigation case management team, including workload assignment and capacity balancing
- Set clear standards for client contact, file hygiene, and file movement; ensure the team meets them
- Train new case managers and build out the training path for the role
- Conduct one-on-one check-ins and performance reviews on a defined cycle
- Address performance problems early and directly; recommend hiring and staffing changes
Case Movement and Quality Control
- Run regular file audits to identify stalled cases, aging records requests, and treatment gaps
- Review demand packages for completeness, accuracy, and persuasive strength before they go out
- Own the pre-litigation aging report and drive it down
- Escalate files that should be referred to litigation instead of continuing to negotiate
- Partner with attorneys on case valuation and negotiation strategy
Client Experience
- Own client satisfaction during the pre-litigation phase (where most complaints originate)
- Step into difficult client conversations when a case manager needs backup
- Ensure clients receive updates on schedule
Process and Reporting
- Document and improve pre-litigation workflows and task templates in the case management system
- Report on caseload volume, phase aging, demand turnaround, and settlement results
- Coordinate handoffs to litigation and to the settlement coordinator to prevent dropped items
- Recommend process and technology changes supported by performance data
Requirements
Qualifications and Experience
Required
- 4 or more years of personal injury pre-litigation case management experience
- Prior experience supervising, training, or leading a team
- Strong command of medical records, treatment coordination, demand preparation, and bodily injury negotiation
- Working knowledge of Louisiana prescription periods and insurance coverage issues
- Excellent written communication, particularly demand writing
- Comfort managing performance and holding people accountable
Preferred
- Experience in a Louisiana personal injury firm
- Experience building or rebuilding a pre-litigation workflow
- Familiarity with lien negotiation and Medicare or Medicaid reimbursement
- Proficiency with case management platforms and reporting tools
- Bilingual in English and Spanish
How Success Is Measured
Performance is reviewed at 90 days, six months, and annually, based on:
- Average pre-litigation cycle time from signup to demand sent, trending down against baseline
- Percentage of demands accepted by attorneys on first review without rework
- Pre-litigation aging report, with no file exceeding the stall threshold without documented reason
- Settlement results measured against pre-negotiation case value
- Team client contact compliance on file audit
- Case manager retention, ramp time for new hires, and completion of one-on-ones and reviews on schedule
- Clean handoffs to litigation and settlement, measured by rework and missing items
- Client complaints during the pre-litigation phase, tracked and trending down
Compensation & Benefits
- Health care plan (medical, dental, and vision)
- Retirement plan with 401(k) participation
- Critical illness and cancer ancillary plans
- Life insurance (basic, voluntary, and AD&D)
- Short term and long term disability coverage
- Paid time off, including vacation and paid holidays
- Ongoing training and professional development
- Fully paperless, cloud-based systems so work is focused on client needs rather than filing