Case Manager

2 weeks ago

San Fernando, Philippines Thankz Global Staffing Full time

We’re looking for a remote Case Manager to support operational workflow, drive case progress, and ensure client satisfaction in a structured settlement firm. This role is key to helping the team stay organized, meet deadlines, and deliver high-quality service across legal, insurance, and financial cases. You’ll work closely with internal planners and use tools like Salesforce and Asana to manage documentation and communications efficiently.

What You’ll Do
  • Coordinate case documentation and timelines – Maintain accurate records, track milestones, and update CRM systems.
  • Draft and process client materials – Handle settlement documents, communication, and policy paperwork.
  • Support the planning team – Organize petitions, applications, and correspondence.
  • Manage internal systems – Update manuals, procedures, and maintain up-to-date training content.
  • Contribute to team collaboration – Join scheduled check-ins, process, and document interactions.
  • Update our Training Manual , policies, and procedures.
What We’re Looking For
  • 4–6 years of relevant administrative or operational support experience.
  • Degree in business, law, or finance .
  • US business experience .
  • Proficiency in Microsoft Office and Salesforce – Familiarity with Asana is a plus.
  • Excellent communication and presentation skills in English.
  • Highly detail-oriented – Strong organizational habits and sound judgment.
Nice to Have
  • Experience in legal, insurance, or financial services.
  • Experience using Asana.
We Offer

We offer a full-time, US-hours remote job with a 40-hour workweek, Monday through Friday , with excellent prospects for long-term growth.

Additional Requirements

Candidates may be asked to pass an Office365, Problem-solving and Critical Thinking assessment, and submit a 1-minute presentational video after the initial interview.

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