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Case Manager Job Description Template

We are interested in hiring a new case manager to join our team and take ownership of a number of new and existing cases. You should have previous experience as a case manager owning a large portfolio of cases. You will need a bachelor's degree in a relevant field and experience working with clients to develop treatment plans.

Case Manager Responsibilities:

  • Managing a portfolio of cases.
  • Meeting with clients on a regular basis.
  • Establishing and maintaining effective relationships with key stakeholders.
  • Proactively managing providers.
  • Working in accordance with relevant legislation, health care best practices, and internal policy and procedure.
  • Accurately updating and maintain cases.
  • Maintaining accurate, up-to-date case information.
  • Helping to manage patient health care needs and services in areas such as long-term care, mental health, substance abuse, and geriatric care.
  • Work with clients to create a treatment plan.
  • Work with each service provider on a discharge plan.

Case Manager Requirements:

  • Bachelor’s degree or master's degree in business, communications, social work, or related field.
  • Experience as a case manager.
  • Experience working with clients to develop a treatment plan.
  • Sound knowledge of legislation relevant to cases.
  • Valid driver's license.
  • Background in health care, social work, mental health, disability care, substance abuse recovery, geriatric care, and long-term care.
  • Demonstrated experience within a customer service environment.
  • Excellent communication skills, both written and verbal.
  • Outcome-focused with the ability to manage competing demands.

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