Social Security Disability Case Manager

Garza Law Firm, PLLCKnoxville, IL

About The Position

Social Security Disability Paralegal/Case Manager works closely with other Paralegals/Case Managers, assigned attorneys, and administrative staff to provide legal support and case management for Social Security Disability Claims. The SSD Paralegal/Case Manager does not have the authority to practice law, give legal advice, or set strategy on a pre-case/per-client basis.

Requirements

  • Proficient with Microsoft 365 Suite Applications, including but not limited to, Outlook, Word, and Teams.
  • Verbal and Written Communication Skills.
  • Organizational Skills.
  • Must have a High School Diploma or Equivalent.
  • Ensure Accountability: Takes responsibility for their work and the performance of the firm. Owns commitments and shows a willingness to answer for their actions without being defensive or shifting blame.
  • Client Focus: Intentionally seeks to understand Client needs. Proactively identifies opportunities to serve or create a benefit for the Client. Looks to exceed Client expectations by creating delight. Establishes and maintains effective Client relationships.
  • Situational Adaptability: Rebounds from setbacks vs. emotionally responding with drama. Is confident under pressure. Handles or manages change or crises effectively. Maintains a positive attitude despite adversity. Grows from hardships and negative experiences.
  • Action Oriented: Embraces challenges and takes action, without unnecessary delay. Identifies and seizes new opportunities. Displays a can-do attitude in good and bad times. Steps up to handle tough issues without avoidance.

Nice To Haves

  • Experience with Case File Management such as Filevine and Chronicle.
  • Experience with lead generation systems such as Lead Docket.
  • Experience in Customer Service via in-person and over the phone, while monitoring and diffusing escalated issues.
  • Experience talking on the phone regularly and corresponding through email with a professional and confident tone.
  • Secondary education, bachelor’s degree preferred, or equivalent combination of education, training, and experience.

Responsibilities

  • Manage a caseload of SSD applicants from initial application through appeals.
  • Maintain frequent client communication, providing updates and answering questions regarding their claims.
  • Assist clients in completing SSD forms, questionnaires and filing appeals.
  • Collect, review, and submit medical records, work history, and other supporting documents.
  • Prepare case files for attorney review, ensuring all necessary evidence and forms are included.
  • Assist attorneys in drafting legal correspondence and hearing preparation materials.
  • Coordinate and schedule medical evaluations and SSA hearings.
  • Ensure all claims adhere to Social Security Administration (SSA) guidelines and deadlines.
  • Track case progress, follow up on pending applications, and respond to SSA requests.
  • Stay updated on Social Security Disability laws, regulations, and procedural changes.
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