Pre-Hearings Case Manager

Division/Department: Social Security

Reports to:   Assistant SSD Division Dir.

Full-time

Nonexempt

Essential Duties and Responsibilities:

In this role, you will play a critical role in supporting individuals with disabilities as they navigate through the complex process of applying for SSD benefits. This role primarily focuses on managing cases at the Pre-Hearings Level.

The Pre-Hearings Case Manager is expected to:

· Utilize a moderate level of discretion and independent judgement as they oversee the handling of a caseload of Social Security Disability claims at the Pre-Hearings level, ensuring that all cases progress smoothly and efficiently. 

· Work collaboratively with the Pre-Hearings Case Manager Assistant, attorneys, and/or representatives on cases at the Pre-Hearings Level; while utilizing a moderate level of discretion and independent judgement to delegate tasks to the Pre-Hearing Case Manager Assistant which may include any of the following: contacting Social Security Administration (SSA) & The Disability Determine Services (DDS) office , contacting clients to either provide an update on their case and/or follow up on required paperwork needed from them; faxing paperwork - such as SSA and/or DDS; complete call backs from either SSA/DDS Offices, and/or Clients; following up with clients on paperwork deadlines that have to be turned into SSA/DDS; calendaring various tasks and/or clients appointments; collecting medical records; maintaining client files - ensuring client files/records are accurate and up-to-date adhering to organizational and regulatory standards.

· Evaluate the strength of each case, including the medical evidence, work history, and vocational limitations, to determine the likelihood of a successful outcome. 

· Assist clients in completing necessary forms, such as disability reports and appeals documents, ensuring accuracy and completeness.

· Collect and organize all relevant medical and supporting evidence to strengthen the case.

· Maintain regular contact with clients to provide updates on their case status, address any questions or concerns, and offer guidance throughout the Pre-Hearing process.

· Serve as a primary point of contact for clients at the Pre-Hearings level and establish rapport and trust.

· Maintain detailed and accurate case files, including client records, correspondence, and case-related documentation.

· Ensure all client information is confidentially managed and comply with relevant data protection and privacy regulations.

· Communicate and collaborate with medical professionals, including doctors, therapists, and specialists, to obtain necessary medical records, opinion letters, or additional evidence to support clients' claims.

· Adherence to all legal and ethical standards, including SSA regulations, professional codes of conduct, and client confidentiality.

In addition, with other duties that may be assigned. 

Education and/or Work Experience Requirements:

• Excellent customer service and ability to show empathy.
• Ability to de-escalate and resolve clients’ concerns.
• Strong organizational and time management skills, with the ability to prioritize and multitask effectively.
• Excellent verbal and written communication skills, with the ability to communicate professionally and confidently with employees at all levels.
• Proficiency in basic computer knowledge and usage
• Attention to detail and accuracy in data entry and record-keeping.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Strong problem-solving skills and the ability to work both independently and collaboratively in a team environment.
• High school diploma or equivalent (SSA, SSD, or SSDI experience preferred).

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to lift and carry up to 10 lbs.
• Must be able to talk, listen and speak clearly on telephone.