CASE HANDLER RESUME EXAMPLE

The Case Handler specializes in initial client interactions and the drafting of relevant Trusts documents, ensuring a smooth start to client engagements. Responsibilities include daily team administration and maintaining up-to-date records in the company's database. This role plays a pivotal part in liaising with stakeholders, guiding managerial decisions on low-risk cases, and ensuring all documentation complies with HR and legal standards.

Tips for Case Handler Skills and Responsibilities on a Resume

1. Case Handler, Granite Legal Services, Columbus, OH

Job Summary:

  • Work closely with customers on an ongoing basis to identify their different needs
  • Taking an empathetic and considerate approach given their recent circumstances
  • Deliver on internal targets and service levels that drive the best possible outcomes for customers
  • Use a case management system to help manage work, making sure it's always accurate and up to date
  • Frequently engage with customers either by phone, video call or in writing
  • Work closely and collaboratively with the team, sharing ideas and learning from colleagues to support development
  • Engage with third parties, in particular financial institutions and government bodies
  • Prepare the necessary forms and documents required to keep cases moving forward
  • Manage and keep track of a large number of financial transactions


Skills on Resume:

  • Customer Engagement (Soft Skills)
  • Empathetic Approach (Soft Skills)
  • Target Delivery (Hard Skills)
  • Case Management (Hard Skills)
  • Communication Proficiency (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Third-Party Liaison (Soft Skills)
  • Document Preparation (Hard Skills)

2. Insurance Case Handler, Riverside Legal Aid, Raleigh, NC

Job Summary:

  • Using established best practice processes through Producing and Servicing expertise 
  • Provide consistently high standards in everything we do
  • Co-ordinating commercial programs, developing knowledge of local compliance and regulations
  • Communicating and sharing information with colleagues, brokers and other interested parties
  • Handling cases with the view to escalating to the required license holder
  • Supporting them to ensure they are handled appropriately
  • Managing and resolving complaints within own license level in an appropriate fashion to maintain quality and continuity of relationships
  • Managing customer expectations and delivering excellent service
  • Building good relationships to support the end to end delivery of the customer proposition
  • Take personal accountability for active problem solving


Skills on Resume:

  • Process Expertise (Hard Skills)
  • Quality Standards (Hard Skills)
  • Program Coordination (Hard Skills)
  • Effective Communication (Soft Skills)
  • Case Escalation (Hard Skills)
  • Complaint Management (Hard Skills)
  • Customer Service (Soft Skills)
  • Problem Solving (Soft Skills)

3. Case Handler, Mountain View Legal, Denver, CO

Job Summary:

  • Handling requests and cases from customers, Relationship Managers, or Customer Services
  • Manage end-to-end caseloads, cases, and requests
  • Prepare necessary forms and documents required to keep requests and cases moving forward and resolved
  • Escalate cases to IT or any related division to solve cases
  • Coordinate with CS team, RM, RISK, or PR
  • Manage and monitor customers' transactions to run smoothly, from customer’s payment process to funding withdrawal
  • Engage and coordinate with third parties, particularly financial institutions related to the company process, e.g. payment gateway
  • Make reports for customers' requests and case handling
  • Ability to meet and exceed key performance and customer service goals such as Customer Satisfaction, Average Handle Time, and Quality Assurance
  • Ensure the whole flow procedure is accurate and up to date
  • Following and being aware of corporate information update


Skills on Resume:

  • Case Management (Hard Skills)
  • Documentation Proficiency (Hard Skills)
  • Problem-Solving (Soft Skills)
  • Interdepartmental Coordination (Soft Skills)
  • Transaction Oversight (Hard Skills)
  • Third-Party Liaison (Soft Skills)
  • Data Reporting (Hard Skills)
  • Performance Metrics (Hard Skills)

4. Case Handler, Bay Legal Solutions, Tampa, FL

Job Summary:

  • Accurately input all client, patient and procedure details onto the in-house database.
  • Sourcing a suitable provider (hospital/consultant) to carry out the required procedure(s) using the in-house database.
  • Research unfamiliar procedures to establish a suitable provider.
  • Obtain accurate fees from the provider for the required procedure(s).
  • Obtain contact details and fees for any new providers and liaise with the Supplier Services Manager to update the in-house database.
  • Prioritise workload to ensure SLAs are met.
  • Make regular contact with the provider to obtain appointments and results within the SLA’s and update the clients accordingly.
  • Produce the necessary paperwork relating to the required procedure and send to the client/provider/patient.
  • Deal with any issues and/or complaints in accordance with the company non-conformance / complaints process seeking support from the Team Leader
  • Ensure the chosen provider is resulting in the optimal profit being made for the business utilising the costing information held on the in-house database.


Skills on Resume:

  • Data Entry (Hard Skills)
  • Provider Sourcing (Hard Skills)
  • Research Procedures (Hard Skills)
  • Fee Negotiation (Hard Skills)
  • Database Management (Hard Skills)
  • Workload Prioritization (Soft Skills)
  • Provider Communication (Soft Skills)
  • Paperwork Production (Hard Skills)

5. Case Handler, Coastal Case Management, Virginia Beach, VA

Job Summary:

  • Processing of remortgage cases from instruction to completion.
  • Utilise agreed services and systems from third party suppliers as required, such as Call Credit, Title Solve and HMLR.
  • Maintaining a ca4. Assist with all client cases
  • Resolving client, broker or customer query by telephone, letter and email if required reload of up to 125 files.
  • Clients include volume introducers and Private Clients.
  • Resolving client, broker or customer query by telephone, letter and email
  • Team targets to be achieved together with individual targets.
  • Complete call backs within 24 hours of request.
  • Make inquiries with relevant parties to resolve any purchase invoice queries.
  • Ensure data protection regulations are followed and report any data breaches in accordance with the company Data Breach Process.


Skills on Resume:

  • Case Processing (Hard Skills)
  • System Utilization (Hard Skills)
  • Client Support (Soft Skills)
  • Query Resolution (Soft Skills)
  • Target Achievement (Soft Skills)
  • Prompt Callbacks (Soft Skills)
  • Invoice Management (Hard Skills)
  • Data Compliance (Hard Skills)

6. Case Handler, Sunset Legal Services, Phoenix, AZ

Job Summary:

  • Collate and paginate medical records
  • Undertake the preparation of the Chronology, Index & Radiology Schedule
  • Ensure all areas of the client instruction letter are covered in the Summary & Chronology.
  • Prepare the documents for scanning & return to the customer upon completion
  • Update Sources and ensure relevant data is recorded and translatable
  • Support Morrison Utility Services, play a key role in the exciting AMP6/7 Thames Water Smart Metering contract
  • Work closely to build strong relationships with all internal and external stakeholders
  • Use of TWM and Cordys packages to book customer appointments by telephone and email
  • Support the management of works at all stages to hit challenging SLAs
  • Update corporate work management systems to track work progress and maintain an accurate audit trail of works history
  • Ensure Field Teams complete scheduled work and that all details from the field are correct for billing
  • Ensure all work is progressed within SLA and that we work compliantly at all times


Skills on Resume:

  • Record Collation (Hard Skills)
  • Document Preparation (Hard Skills)
  • Data Updating (Hard Skills)
  • Stakeholder Relations (Soft Skills)
  • Appointment Scheduling (Hard Skills)
  • SLA Management (Hard Skills)
  • Work Tracking (Hard Skills)
  • Compliance Assurance (Hard Skills)

7. Case Handler, Capital City Law, Sacramento, CA

Job Summary:

  • Taking initial contact with the client and drafting relevant Trusts documents
  • Dealing with the day to day administration of the team
  • Liaising with all key stakeholders throughout the process 
  • Maintaining up to date records on the company’s database
  • Assisting other team members with administration support of tax returns, payments and deduction certificates
  • Guide, influence, support and advice managers on low risk case work 
  • Identify, understand and implement effective and commercial solutions, empowering management to make decisions. 
  • Reviewing all case documentation throughout the process to ensure completeness and both HR and legal compliance.
  • Log accurately and monitor all low risk cases and participate in providing information for weekly case review meetings
  • Identifying and resolving issues as they occur including delays to ensure all cases are closed effectively and in a timely manner.


Skills on Resume:

  • Client Interaction (Soft Skills)
  • Team Administration (Hard Skills)
  • Stakeholder Liaison (Soft Skills)
  • Record Maintenance (Hard Skills)
  • Administrative Support (Hard Skills)
  • Managerial Guidance (Soft Skills)
  • Compliance Review (Hard Skills)
  • Issue Resolution (Soft Skills)

8. Case Handler, Northern Trust Legal, Minneapolis, MN

Job Summary:

  • Maintain and develop a computerized database/case management system
  • Review case files to ensure that they are suitable for funding as per vetting criteria and prospects of success.
  • Monitor and report on activities and provide relevant management information
  • Collecting accurate information and documents to proceed with a case
  • Guiding Solicitors on how to proceed/process the case. Monitoring the progress of a case
  • Monitor the case to ensure that it continues to fit the criteria
  • Adhering to legal requirements, industry regulations and customer quality standards set by the company
  • Process claims on the policy on failed cases, liaising with ATE providers and Funders, to ensure the loan is paid off in full
  • Process successful cases to ensure the loan is paid off in full
  • Identify trends, report and escalate appropriately. 


Skills on Resume:

  • Database Management (Hard Skills)
  • Case Review (Hard Skills)
  • Activity Reporting (Hard Skills)
  • Information Collection (Hard Skills)
  • Case Guidance (Soft Skills)
  • Compliance Adherence (Hard Skills)
  • Claims Processing (Hard Skills)
  • Trend Analysis (Hard Skills)

9. Case Handler, Gateway Legal Help, St. Louis, MO

Job Summary:

  • Evaluating and assessing new potential clients
  • Reporting/opening claims to insurance companies, drafting correspondence
  • Obtaining relevant documentation from various parties such as police reports, policy documents, vehicle damage estimates, etc.
  • Analyzing medical records, evaluating and preparing demands
  • Maximise the use of systems in place including identifying proactive policy application. 
  • Participating in regular case reviews, share information and best practice and seek legal advice
  • Update and continuous improvement of HR policies, procedures, guidance and template
  • Ensure legal compliance, best practice and support the empowerment of managers in HR matters.
  • Working closely with the wider HR team to ensure a joined up service provision
  • Avoiding duplication through improved communication and understanding of HR priorities and processes across the teams.
  • Identify where general HR technical advice is needed for the HR Administration Team


Skills on Resume:

  • Client Assessment (Hard Skills)
  • Claim Reporting (Hard Skills)
  • Documentation Retrieval (Hard Skills)
  • Medical Analysis (Hard Skills)
  • System Optimization (Hard Skills)
  • Case Reviews (Soft Skills)
  • HR Policy Updates (Hard Skills)
  • Legal Compliance (Hard Skills)