Sales Case Manager

15 hours ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeCase Full time ₱2,209,790 - ₱4,581,877

Are you looking for a challenging role in sales with opportunities for growth? Our company is seeking an experienced Case Manager to join our team. As a Case Manager, you will be the primary point of contact for clients and their law firms, managing incoming applications, reviewing legal documentation, communicating with attorneys, and guiding clients through each step of the funding process.

Key Responsibilities
  • Oversee a pipeline of incoming pre-settlement funding applications.
  • Communicate with clients, attorneys, and medical providers to collect case details and documentation.
  • Provide compassionate and efficient guidance to applicants throughout the funding process.

Document Review and Evaluation

  • Analyze legal documents such as police reports, medical records, and settlement documents.
  • Ensure the completeness and accuracy of law firm submissions.

Process and System Optimization

  • Maintain CRM accuracy with timely updates on case statuses.
  • Monitor progress of applications and prioritize high-urgency cases effectively.

Requirements

  • 2+ years of experience in sales, legal funding, personal injury, claims processing, or client-facing roles.
  • Experience handling sensitive legal documentation.
  • Familiarity with personal injury case types (e.g., auto accidents, premises liability).
  • Strong communication skills and a client-first attitude.
  • Proficiency in Google Workspace.
  • Ability to multitask in a fast-paced, high-volume environment.

Bonus Qualifications

  • Experience in US legal or insurance sectors.
  • CRM and legal tracking tool knowledge.
  • Spanish-speaking skills (optional but welcome).

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