POSITION SUMMARY
The Claims Verification Case Manager is a case-development professional whose mission is to maximize case value, improve the client experience, and deliver attorney-ready files. This role acts as the bridge between matter intake and our legal teams, managing file setup, coverage investigation, liability investigation, client communication, and overall case readiness while ensuring assigned personal injury matters are accurate, complete, and positioned to move forward without avoidable delay.
This remote role works closely with the U.S.-based Claims Verification and Legal Support teams. It requires strong written English, disciplined follow-up, careful handling of confidential records, and consistent overlap with Louisiana business hours.

KEY RESPONSIBILITIES
File Setup and Development
Review new assigned cases for completeness and accuracy.
Verify critical intake information and identify missing documentation.
Ensure the case is properly established in the case-management system and AI platform.
Coverage and Liability Investigation
Confirm available insurance details for missing, inconsistent, or incomplete information
Open appropriate claims
Draft and transmit claims related documents
Request and obtain coverage documentation, police reports, photographs, statements, and other available coverage and liability evidence
Identify and flag liability and coverage issues and gaps
Escalate discrepancies, suspected errors, urgent deadlines, and matters requiring legal judgment
Client Communication
Complete required early-stage and milestone communications
Explain the claims verification process and immediate next steps to clients.
Maintain trust and engagement while the case is being developed.
Records and Document Coordination
Request, retrieve, label, and organize medical, billing, insurance, and other claim-related records as assigned




Maintain complete and accurate electronic files and document request histories
Follow up with carriers, providers, vendors, and internal case teams using approved procedures
Confirm documents are attached to the correct matter and routed for appropriate review
Workflow, Quality and Team Support
Maintain timely updates in the firm’s designated case management system
Prepare timely, accurate, and concise case notes, tasks, and status notes Support process checklists, quality reviews, and handoffs to case managers and paralegals
Follow approved service levels for response times, follow-up intervals, and record completeness
Confidentiality and Scope
Safeguard client and medical information using approved firm systems and access controls
Follow attorney supervision, confidentiality, and data security requirements
Do not independently offer legal advice, negotiate claims, or make legal determinations
Requirements
QUALIFICATIONS AND EXPERIENCE
Required
1+ years in legal support, insurance claims, case management, or a similarly detail-heavy role
Strong investigative judgement and effectiveness in identifying missing information.
Professional, clear, and compassionate written and spoken English and comfort communicating with U.S.-based teams, providers, and clients.
Exceptional document handling, task tracking, and electronic file organization skills
Reliable internet connection, quiet workspace, and agreed U.S. business-hour availability
Excellent accuracy, discretion, follow-through, and ability to identify issues promptly




Comfort working in a fast-paced, technology-enabled, process-driven environment.
Ability to manage parallel workstreams while meeting deadlines and quality standards.
Alignment with our core values: Teamwork, Client Happiness, Communication, Integrity, and Community.
Preferred
U.S. personal injury, insurance verification, or medical records experience
Experience with SmartAdvocate, Case Status, or similar legal case management systems
Experience supporting remote U.S. legal teams; English-Spanish bilingual skills

CORE COMPETENCIES
Accuracy. Check the source before updating the file
Persistence. Outstanding records receive consistent follow-up
Judgment. Escalate discrepancies and do not make unsupported assumptions
Organization. Every open request has an owner and next step
Confidentiality. Protect client and medical information
Communication. Concise, timely, useful status updates
Dependability. Meet deadlines and raise blockers early

HOW SUCCESS IS MEASURED
Performance should be reviewed at 30 and 90 days, then regularly against the agreed Claims Verification scorecard.
Verification accuracy on audited matters and correction rates
Time to complete assigned verification requests against agreed targets
Percentage of cases with complete, current verification status
Follow-up timeliness and aging of unresolved tasks
Quality of case notes, document indexing, and escalation decisions
Reliability during scheduled U.S. working hours and team responsiveness
Benefits
10 Days – Personal PTO May be used for vacation, personal matters, illness, or other time away from work.
11 Days – Floating Holidays Contractors may use these days to observe local, cultural, religious, or family holidays of their choice. Contractors are not required to follow the United States federal holiday schedule.

📌 Claims Verification Case Manager (Contractor) (Ciudad de México)
🏢 Kenny Habetz Injury Law
📍 Ciudad de México