Case Coordinator

Who we are: BAL•Richardson, TX

12d

About The Position

The Case Coordinator works as part of a team to coordinate case start materials and prepare them for assignment to legal teams. The incumbent will be primarily responsible for intake of employee and employer start materials, confirming completion of documentation and completing files for assignment to legal teams. This role requires frequent engagement and interaction (both verbal and written) with clients, employees and/or legal teams.

Requirements

High school diploma. Associate’s degree or 2 years of college preferred.
Minimum 1 year of work experience in an office environment.
Direct client or customer contact experience.
Excellent customer service and interpersonal skills.
Good verbal and written communication skills.
Proficiency in the use of Microsoft Office applications.
Ability to multi-task and strong organizational skills.
Professional and discretion.
Good analytical skills.
Enjoys frequent collaboration and working in a team environment.

Nice To Haves

Experience in a law firm or immigration law, a plus.

Responsibilities

Responsible for initiating cases consisting of direct interaction with client, employee via phone, email, etc.
Track all necessary employer/employee information and documentation in preparation of case assignment to the legal team.
Respond to routine queries from clients (regarding questionnaires, documentation, etc). Escalate to Manager as needed.
May identify the type of case to be initiated (e.g. H1, L1) based on the information provided in the questionnaire.
Open projects in firm’s proprietary database.
Send out case questionnaires to employees and managers upon assignment of the case.
Update internal database as applicable.
Responsible for ensuring all documentation is collected, complete and returned timely.
Follow-up with nonresponsive employees/managers; escalate as needed and close cases as appropriate.
Coordinate, assemble, print and organize all incoming case start materials in database in an organized and efficient manner.
Respond to routine e-mails and/or phone calls in a timely manner.
Seek guidance from the Manager on more complex requests.
Assist with miscellaneous projects and administrative duties as needed.
May generate reports, as requested.
Perform any other duties as assigned.