How to Hire a Case Manager

Why hire a case manager?

Hiring a case manager is beneficial to your business in many ways. Offering a specific point of contact means your clients are well provided for and have a personal relationship with your company. Additionally, a case manager will keep detailed accounts of client interactions so you can provide the best service possible.

Contributions of a great case manager:

• Dedicated point of contact for clients
• Client case organization
• Detailed accounts of client questions and concerns

What are the types of case managers?

Case managers help their clients coordinate care and get the resources they need, but they often specialize in a certain type of client or a particular setting. Some types of case managers include:

• Medical case managers: Working in health care settings, these case managers work with patients to help them manage long-term health problems. They might coordinate care, monitor progress and make sure they follow treatment plans. Nurse case managers have a similar role, often within a hospital.
• Social work case managers: This type of case manager looks at the client’s strengths and biological, psychological and social factors that affect the client’s situation. The goal is to provide and coordinate services that allow the client to function optimally based on the circumstances.
• Legal case managers: Instead of working directly with clients, this type of case manager at a law firm manages the caseload and ensures clients’ cases are handled appropriately.

Where to find case managers

To find the right case manager for your business, consider trying out a few different recruiting strategies:

• Recruit from other fields. Many case manager positions relate to other fields, so recruiting from those fields is an option. An example is hiring a nurse for a medical case manager position.
• Promote from within. Since your current employees already understand your clients and business, look for people who might work well in a case manager role.
• Join case manager organizations. Be an active participant in case manager organizations to meet people in the field. Volunteering in the organization or contributing to newsletters allows more people get to know you and can help you recruit.
• Post your job online. Try posting your case manager job on Indeed to find and attract quality case manager candidates.

What are the types of case managers?

Case managers help their clients coordinate care and get the resources they need, but they often specialize in a certain type of client or a particular setting. Some types of case managers include:

• Medical case managers: Working in health care settings, these case managers work with patients to help them manage long-term health problems. They might coordinate care, monitor progress and make sure they follow treatment plans. Nurse case managers have a similar role, often within a hospital.
• Social work case managers: This type of case manager looks at the client’s strengths and biological, psychological and social factors that affect the client’s situation. The goal is to provide and coordinate services that allow the client to function optimally based on the circumstances.
• Legal case managers: Instead of working directly with clients, this type of case manager at a law firm manages the caseload and ensures clients’ cases are handled appropriately.

Writing a case manager job description

A thoughtful description is important to finding qualified case manager candidates. A case manager job description includes a compelling summary of the role, a detailed list of duties and responsibilities and the required and preferred skills for the position.

When writing your case manager job description, consider including some or all of the following keywords to improve the visibility of your job posting. These are the most popular search terms leading to clicks on case manager jobs, according to Indeed data:

• Case manager
• Social worker
• Social services
• Case management
• Social work
• Human services
• Case worker
• Registered nurse
• RN
• Criminal justice

Interviewing case manager candidates

Strong candidates for case manager positions will be confident answering questions regarding:

• Their customer service philosophy
• Prior relevant experience
• Software they’re proficient in

Need help coming up with interview questions? See our list of case manager interview questions for examples (with sample answers).