Case Manager
Esquire Solutions - San Francisco, CA

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JOB TITLE : Case Manager San Francisco

GENERAL STATEMENT OF JOB

The Case Manager is initially responsible for supporting and preserving client relationships with particular focus on large, on-going cases. To develop a thorough understanding of client needs regarding these cases.

ESSENTIAL JOB FUNCTIONS

  • Informs clients of all company services available.
  • Prepares contract letters for agency/service providers.
  • Develops deposition protocol with clients.
  • Arranges for local service provider teams to work on managed cases.
  • Maintains and confirms separate calendar for managed cases.
  • Schedules services providers.
  • Schedules conference rooms as needed.
  • Prepares customized information packets for each case, for service providers.
  • Responds to all client inquiries, request, etc. Follows up with clients to ensure that all requested services have been provided to client’s satisfaction.
  • Prepares client correspondence(s).
  • Performs quality control on all incoming jobs and oversees production and delivery of transcripts/video transcripts.
  • Creates and maintains all reports on an as needed basis.
  • Reviews all agency invoices for accuracy.
  • Maintains inventory and storage needs for all managed cases.


  • ADDITIONAL DUTIES

  • Provide lists of all depositions and invoices in a case for requesting clients.
  • Confirmation of dates on calendar.
  • Assist in relief of receptionist as needed.
  • Update plasma calendar.


  • MINIMUM TRAINING AND QUALIFICATIONS

    Education: High School diploma, college degree preferred.

    Skills and Abilities: Requires computer skills in Microsoft Office, Excellent organizational, verbal and written communication skills. Attention to detail and ability to work in a fast paced environment.

    Number of Employees Supervised: None

    Travel Requirements: None

    Hours Required: Full Time - 8:00am to 5:00pm with a 30min lunch

    (Hours may vary depending on needs)

    FLSA STATUS : Non-Exempt

    Esquire Solutions - 23 months ago - save job
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