Bilingual (English/Spanish) Negotiations/Settlements Case Manager

Job Description

This is a fully on-site position Monday - Friday at our office in Manhattan, New York

 

Role Overview

The  Sr. Case Manager plays a critical role in managing pre-litigation personal injury cases from treatment progression through settlement, demand negotiations, and case resolution. This position serves as the primary point of contact for clients while ensuring timely communication, proper case development, accurate documentation, and progression of cases toward resolution or transition to litigation when necessary.

The Case Manager is responsible for managing an active caseload while maintaining strong client service standards, proactive follow-up, and accurate case management practices. This role requires excellent organizational skills, attention to detail, urgency, and the ability to multitask within a fast-paced environment.

The ideal candidate is client-focused, highly accountable, comfortable handling sensitive situations, and capable of balancing client communication, negotiations, case strategy, and administrative responsibilities simultaneously.

 

Key Responsibilities

• Client Communication & Case Management
  • Serve as the primary point of contact for clients throughout the pre-litigation process
  • Maintain consistent communication with clients regarding treatment status, case progression, settlement negotiations, and outstanding needs
  • Respond to client calls, voicemails, SMS messages, and emails in a timely and professional manner
  • Present and explain settlement offers to clients and assist them in understanding available options
  • Educate clients regarding treatment recommendations, case progression, settlement processes, and potential litigation steps
  • Maintain accurate and detailed documentation of all client communications and case activity within the case management system
• Settlement Negotiations & Insurance Coordination
  • Communicate with insurance adjusters regarding claim status, settlement demands, offers, and case resolution efforts
  • Follow up on pending demands and negotiate settlements under attorney supervision
  • Verify insurance coverage information, including bodily injury, uninsured/underinsured motorist coverage, and personal injury protection benefits
  • Track and document demands, offers, negotiations, settlement authority, and related case activity
  • Coordinate with attorneys regarding settlement strategy, case valuation, and negotiation updates
• Medical Provider & Lien Coordination
  • Communicate with medical providers regarding treatment status, future treatment recommendations, balances, liens, and settlement-related documentation
  • Obtain and review medical records, bills, treatment estimates, and lien information as needed
  • Coordinate with providers regarding outstanding balances, reductions, and settlement disbursement requirements
  • Review treatment progression and identify cases requiring additional treatment, surgical review, or attorney evaluation
• Case Progression & File Management
  • Manage and prioritize an active caseload while ensuring timely progression of each matter
  • Monitor case milestones and proactively follow up on pending items needed for case advancement
  • Ensure all case documentation is accurately saved, organized, and maintained within the case management system
  • Review files for completeness and readiness prior to settlement, mediation, attorney review, or litigation transfer
  • Conduct regular file reviews and audits to ensure accuracy, compliance, and case readiness
  • Identify cases requiring escalation, litigation review, or additional attorney involvement
• Operational & Administrative Responsibilities
  • Prepare mediation summaries, settlement documentation, and other case-related materials as assigned
  • Assist with preparing files for mediation, settlement, litigation transfer, or case closure
  • Draft and process case-related documents under attorney supervision when required
  • Support department workflow efficiency and timely case resolution efforts
  • Collaborate with attorneys, demands specialists, intake case managers, and other departments regarding case status and progression

Work Environment

• Fast-paced, high-volume personal injury pre-litigation environment
• Collaborative team setting with strong accountability and communication expectations
• Requires the ability to multitask, prioritize competing deadlines, and manage an active caseload
• Client-service focused role requiring professionalism, responsiveness, empathy, and attention to detail
• Requires frequent communication with clients, insurance adjusters, medical providers, and attorneys

Qualifications

• Previous experience in Personal Injury Case Management, Pre-Litigation, or Bodily Injury Claims required
• Understanding of bodily injury claims, settlement negotiations, insurance coverages, and medical treatment progression
• Experience communicating with insurance adjusters, medical providers, and clients regarding claim-related matters
• Strong organizational skills and attention to detail
• Ability to manage a high-volume caseload in a fast-paced environment
• Strong written and verbal communication skills
• Ability to maintain professionalism and empathy when communicating with clients
• Proficiency with Litify or similar legal case management systems
• Reliable attendance, accountability, and strong follow-through
• Fluency in both English and Spanish

Additional Information

Your talent, skills and experience will be rewarded with a competitive compensation package.

• Paid Time Off: All employees who work 30 hours per week and above qualify for Paid Time Off. You will accrue a total of 3.08 hours per pay period for a total of two (2) weeks per year.
• Health Benefits: All employees who work 30 hours per week and above will be eligible for benefits starting on the 1st day of the month following their start date. The firm covers a fixed amount which typically covers 40 - 65% of the employee premium, depending on the selected plan. The medical insurance plans include options for national coverage and free mental health services. There are also dental plans (with unlimited coverage) and vision plans to choose from at the employee’s expense. 
• Disability Benefits: All employees who work 30 hours per week will have Short-term and Long-term Disability benefits, paid for by the firm.
• Life Insurance: For all employees who work 30 hours per week and above, the firm provides 1X earnings life insurance coverage paid for by the firm. In addition, you will receive a Firm paid accidental death and dismemberment benefit that matches your life insurance coverage.
• Supplemental insurance options include Critical Illness, Accident, Cancer, Hospital Confinement Indemnity insurance, Term Life insurance, and Whole life insurance
• Retirement: All employees who work 30 hours per week and above qualify for the 401(K) plan. After the employee completes one year of service, the firm will match 100% of the first 3% of employee contributions and 50% on the next 2%, with immediate vesting.

 

The Ward Law Group is not accepting unsolicited assistance from search firms for this employment opportunity.