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)