CASE MANAGER COVER LETTER TEMPLATE

Published: May 26, 2025 - The Case Manager provides coordinated support to help clients achieve personal, health, and social goals. This role involves assessing individual needs, developing comprehensive care plans, and facilitating access to appropriate community resources. The manager ensures continuity of care, regulatory compliance, and measurable improvements in client outcomes.

An Introduction to Professional Skills and Functions for Case Manager with a Cover Letter

1. Details for Case Manager Cover Letter

  • Daily management of the company's global cash management network including setting and meeting targeted bank balances,
  • Execution of funding transfers and cash sweeps
  • Work with the Corporate and business segments to forecast the corporation's liquidity needs, communicating the forecast to senior leaders
  • Coordinate and align the team with the Treasury Capital Markets team to meet the company's liquidity needs daily
  • Lead the administration of the international cash management systems as well as the administration of the Treasury software system and the disaster recovery system for pulling bank reports, execution of funds transfers
  • Prioritize, delegate, and ensure all inquiries are answered and various problems are resolved promptly
  • Partner with IT on any problem resolution or upgrades for needed systems
  • Responsible for managing all daily bank transactions uploaded into accounting systems
  • Direct the execution of all electronic funds transfers, both domestic and international and confirmation of foreign exchange transactions
  • Annual update of EFT Policies and Procedures and acknowledgment gathering
  • Create and refine said policies for continuous improvements and to adjust to the company's strategy
  • Lead for Cash Business Continuity plan, including maintenance and testing of the plan with testing schedules for the organization
  • Partner with Audit to update cash policies and procedures based on their guidance
  • Support internal and external audits while maintaining SOX compliance
  • Drive the implementation of cash management improvement projects
  • Develop and maintain a collaborative relationship with Lamb Weston's internal and external customers
  • Provide support to other Treasury personnel functions
  • Lead the Cash Management team, providing coaching, direction, and development of direct reports to drive results
  • Work collaboratively with Banking partners to research and resolve all fraudulent transactions while minimizing exposure for the Company
  • Administer user entitlement access for all Banking platforms and monitor user activity
  • Responsible for managing all Banking relationships
  • Support Project Transformation implementation and provide input as a Subject Matter Expert (SME) for Treasury Operations
  • Perform bank account management activity, including facilitating the opening and closing of bank accounts, providing KYC documentation to banking partners, updating banking signatories, and implementing changes to banking services
  • Support the Treasury Director for fleet management
  • Oversee fleet management operations and coordinate program activities
  • Collaborate and direct internal and external customers
  • Collaborate with the Capital Markets department to optimize leases for fleet management
  • Support the development of the Global Fleet Management Policy and Procedures Manual


Skills: Cash Management, Liquidity Forecasting, Fund Transfers, Treasury Systems, Policy Compliance, Audit Support, Team Leadership, Banking Relations

2. Roles for Case Manager Cover Letter

  • Uphold and enforce The Edge Treatment Center standards, policies and procedures, client rights, and professional code of ethics and conduct
  • Ability to utilize agency comprehensive assessment tools in Alleva (Biopsychosocial, Initial Treatment Plan, and Discharge Planning upon admission)
  • Identify and prioritize the individual needs and problems of the patient
  • Prepare comprehensive interpretive clinical summaries (as seen in Alleva)
  • Develop person-centered care plans, including prioritized problem lists, SNAP, client-reported goals, measurable and achievable objectives, and interventions
  • Provide individual and group therapy sessions utilizing evidence-based practices
  • Document client progress toward treatment plan goals and objectives in SOAP progress notes
  • Prepare effective care level step-down transition notes
  • Develop solid discharge plans and summaries for the assigned caseload
  • Prepare clinical documentation accurately and within agency time frames
  • Intervene during crisis intervention situations
  • Cooperate with health insurance clinical utilization reviews
  • Provide daily Progress Notes and detailed Clinical Notes to assist with UR’s
  • Participate in weekly Clinical Treatment team meetings with other team members
  • Participate in the agency’s Orientation training, staff meetings, and in-service training
  • Provide an accurate assessment and referral
  • Provide information to Probation Officers, Lawyers and Spouses/Family Members on the client’s behalf
  • Provide appropriate treatment interventions relative to the specific needs of each client
  • Provide for discharge planning, contacting the referring agency
  • Adhere to the code of ethics, legal aspects of clinical practice, professional standards, duty to warn, abuse and neglect reporting policies and procedures, and exercise professionalism at all times
  • Exercise awareness in cultural competency, client satisfaction, quality of services, client needs and overall health and safety of staff and clients


Skills: Policy Enforcement, Clinical Assessment, Care Planning, Therapy Delivery, Progress Documentation, Crisis Intervention, Discharge Planning, Ethical Practice

3. Functions for Case Manager Cover Letter

  • Provide advice to employees on improving their health and support in returning them to work/maintaining their attendance
  • Provide advice to line managers and HR on the expected length of absence of an employee, their capability to return to work and reasonable adjustments
  • Manage cases from date of referral to sustained return to work, following up with individuals and updating HR/line managers on the outcome of those interventions
  • Provide reports within 24 hours following initial contact
  • Understand the client organisations’ basic structure, as well as their policies, procedures, benefits and other factors relating to employee absence or return to work
  • Liaise with treatment providers and suppliers where necessary (e.g., GPs, Employee Assistance Programmes, Specialists, etc.) to support the employee in their rehabilitation and understand their progress
  • Cases should not be reviewed more than 3 times, except in exceptional circumstances and then only with sign off from the CMO
  • Triage cases, recommending appropriate and timely onward referral to an OHP 
  • Support Account Managers with proactive management of Case Management clients by providing feedback on trends within the organisation and advice in improving sickness absence
  • Maintain CPD and professional standards at all times


Skills: Health Advice, Absence Guidance, Case Management, Report Writing, Policy Knowledge, Provider Liaison, Referral Triage, Trend Analysis

4. Job Description for Case Manager Cover Letter

  • Responsible for initial client contact, client setup, and continued contact with clients regularly
  • Gathering and analyzing intake information and relevant documents
  • Enter and update information into to database
  • Verify insurance coverage and liability issues, and maintain contact with the insurance company
  • Manage clients' medical care, keeping in constant communication with clients and medical providers
  • Schedule and calendar medical appointments, explain procedures and related documentation to clients


Skills: Client Communication, Intake Analysis, Data Entry, Insurance Verification, Medical Coordination, Appointment Scheduling, Procedure Explanation, Provider Contact

5. Accountabilities for Case Manager Cover Letter

  • Direct intake period and assist applicants in completing their files for eligibility
  • Assist applicants through the pre-offer and award process
  • Actively ensure quality case files and client interactions
  • Maintain applicant data for all programs, daily review and quality control of incoming data
  • Produce and present weekly reports for client review
  • Prepare a written recommendation on the received applications
  • Coordinate with local agencies and non-profit groups for information to verify case files
  • Meet with prospective applicants to describe the programs, review applicable required materials and provide technical assistance
  • Review submitted applications for compliance with the program guidelines and policies
  • Conduct eligibility calculations and duplication of benefit reviews
  • Maintain final applicant folders and applicant data
  • Evaluate issues and work with the Assistant Program Manager and develop proposed solutions
  • Travel throughout the City and visit sites of proposed projects
  • Ensure that a positive and non-hostile work environment exists at all project sites
  • Maintain knowledge of federal grant programs to interact with clients (grantees and sub-grantees), federal agency representatives, peers, managers and project staff


Skills: Intake Management, Eligibility Support, Case Quality, Data Maintenance, Report Preparation, Application Review, Agency Coordination, Program Compliance

6. Tasks for Case Manager Cover Letter

  • Establishing and developing respectful and transparent engagement with families to assess their parenting strengths and areas of support needed
  • Working in partnership with other services, including allied health professionals, education staff, NDIS providers, the Department for Child Protection and other community stakeholders to provide a collaborative and holistic approach
  • Working collaboratively within a multi-disciplinary team and with key stakeholders to enhance the quality of service delivery and improve outcomes for children and their families
  • Working with extended family members and other support people to assist families to strengthen their parenting and parent-child relationships and the provision of a safe, stable home environment
  • Proactively manage a portfolio of customers across several sectors, providing the highest standards in customer relationships
  • Develop positive and professional working relationships with key internal and external teams
  • Achieve KPI's which will include both restructuring and management of the restructured portfolio of customers
  • Provide support to the wider team


Skills: Family Engagement, Stakeholder Collaboration, Team Coordination, Relationship Building, Parenting Support, Portfolio Management, KPI Achievement, Team Support

7. Expectations for Case Manager Cover Letter

  • Provides case management and crisis intervention services to public assistance recipients in need of substance abuse, mental health, and/or medical treatment
  • Assesses the client’s needs, develops individualized employability plans, and coordinates services with treatment programs and community-based organizations
  • Coordinates case management activities and referrals to community-based resources for assigned clients
  • Completes an assessment to identify client needs and barriers to self-sufficiency (medical, mental health, substance use, housing, legal, public benefits, vocational, educational, childcare, and other needs)
  • Manages multiple tasks to completion, addressing client needs to facilitate self-sufficiency
  • Performs site visits to meet with clients and providers at various locations including the client's home, treatment program, work-activity assignment, employment site, or other community-based agencies
  • Utilizes multiple electronic database systems to monitor and address client problems related to public assistance and treatment
  • Responsible for the documentation of office-based and field-based services on a daily and weekly basis
  • Coordinates and monitors client participation in substance use, medical, and/or mental health treatment programs, work activities, and employment
  • Collaborates with team members, Assessment staff, Employment staff, and Clinical staff to ensure comprehensive services
  • Collaborates with team members of other professional disciplines, including vocational counselors, social workers, and treatment providers, to ensure that the client is meeting goals and objectives of the Comprehensive Service Plan
  • Reports directly to a senior case manager and a case manager supervisor


Skills: Crisis Intervention, Needs Assessment, Service Coordination, Referral Management, Task Management, Site Visits, Database Monitoring, Interdisciplinary Collaboration

8. Competencies for Case Manager Cover Letter

  • Independently review, assess business risk, determine and provide the appropriate actions to be taken by associates or the business related to isolation/quarantine
  • Intake and communicate with positive case associates/contacts in a professional and empathetic manner
  • Conduct remote CCTV reviews, trace contacts which are unable to be obtained through the interview process
  • Leveraging Lowe’s protocols, determine the appropriate information to provide associates and Store Leadership about isolation, quarantine, and store operating procedures
  • Determine the employment status of impacted associates (TTO, EPL, RTW, leave, etc.)
  • Proactively stay current with developing information both internally and externally
  • Provide information on where to find other social or health resources, to provide input, feedback and recommended updates to talking points, FAQs, and resource lists
  • Leverage continual learning and case data to ensure actions and decisions comply with local mandates and regulatory agencies
  • Provide recommendations to Store, District, and Regional leadership to ensure regulatory compliance and continued business operations
  • Take action and proactively support leadership-related needs that provide a safer business environment
  • Making determinations and recommendations on scheduling supplemental cleaning practices in conjunction with facilities and data requests, managing and responding to regulatory requests, etc.)
  • Collect and record confidential personal health information from the cases, contacts, and CCTV review into a centralized case management system
  • Interact, assess and provide business or associate-related information to regulatory agencies, mitigating negative brand impact, business disruption and liability
  • Protect and maintain individuals’ privacy and confidentiality in matters that ensure compliance with external regulatory agencies and Lowe’s internal policies and procedures
  • Follow up with Store, Supply Chain, and Support Center people leaders on case findings, associated contacts, actions taken, and next steps for leaders
  • Provide consultation, expert advice, and recommendations to store leadership on action plans and additional measures 
  • Maintain appropriate staffing levels, communication to impacted associates, cleaning measures and mitigation of additional business risk
  • Build relationships and communicate effectively, investigate findings, potential business/ staffing impact and escalate high-impact cases to appropriate leadership


Skills: Risk Assessment, Case Intake, Contact Tracing, Protocol Compliance, Status Determination, Resource Guidance, Data Management, Regulatory Reporting

9. Capabilities for Case Manager Cover Letter

  • Responsible for helping program recipients, family members, and caretakers navigate healthcare benefits
  • Assists in the development of program policies and procedures
  • Responsible for the full patient care cycle
  • Assesses, plans, implements, monitors and evaluates actions required to meet the client’s health and human services needs
  • Coordinates and provides care that is safe, timely, effective, efficient, equitable, and client-centered
  • Handles case assignments, drafts service plans, reviews case progress and determines case closure
  • Facilitates multiple care aspects (case coordination, information sharing, etc.)
  • Helps patients make informed decisions by acting as their advocate regarding their clinical status and treatment options
  • Develops effective working relations and cooperates with the medical team throughout the entire case management process
  • Interacts with patients to keep track of their progress and to ensure satisfaction
  • Records case information, completes accurately all necessary forms and produces statistical reports
  • Document all care activities via the case management software system
  • Promotes quality and cost-effective interventions and outcomes
  • Assesses and addresses motivational and psychosocial issues
  • Adheres to professional standards as outlined by protocols, rules and regulations


Skills: Benefit Navigation, Policy Development, Care Coordination, Service Planning, Client Advocacy, Progress Monitoring, Case Documentation, Quality Promotion

10. Performance Metrics for Case Manager Cover Letter

  • Assist the attorney with the workers’ compensation caseload
  • Communicate with clients, insurance adjusters, medical providers, expert witnesses, and court personnel
  • Request, review, and summarize medical records
  • Draft correspondence, pleadings, and discovery documents
  • Hearing and trial preparation, including electronic filing
  • Inputting client information into a database
  • Corresponding with clients via phone, email, chat, and text
  • Scheduling appointments with clients and maintaining client confidentiality
  • Conducting regular correspondence with clients and providing them with updates on the status of their case
  • Entering and updating client information in the computer system
  • Organizing and completing necessary documentation, monitoring case statuses, and assisting clients
  • Communicating with the Social Security Administration on behalf of clients
  • Filing appeals and other necessary paperwork for Social Security cases
  • Completing basic administrative responsibilities such as making telephone calls, drafting emails, sending mail and scanning documents


Skills: Case Assistance, Client Communication, Record Review, Document Drafting, Trial Preparation, Data Entry, Appointment Scheduling, Administrative Support

What are the Qualifications and Requirements for Case Manager in a Cover Letter?

1. Knowledge and Abilities for Case Manager Cover Letter

  • Experience working with children, youth and families in a home or community setting 
  • Experience working with children diagnosed with behavioral-emotional disorders or children with Autism Spectrum Disorder
  • Ability to plan, organise and meet deadlines
  • Approachable and accepting manner and attitude
  • Ability to advocate on behalf of consumers for service improvement
  • Demonstrated ability to work independently and as part of a team
  • Ability to work with culturally and linguistically diverse communities and individuals
  • Proven written and verbal communication skills including computer literacy in Microsoft Office
  • Ability and commitment to work with consumers, carers, the community and community organisations
  • Prior experience in a relevant role or working within community services


Qualifications: BA in Family Studies with 4 years of Experience

2. Requirements and Experience for Case Manager Cover Letter

  • Strong commitment to addressing inequalities relating to social justice
  • Excellent motivational interviewing skills and sound knowledge of trauma-informed practice
  • Demonstrated skills in psychosocial assessments as well as person-centred case planning, implementation, and review
  • Demonstrated knowledge and experience of working with pregnant women and women who experience substance misuse who have children in their care
  • Demonstrated knowledge of issues significant to Aboriginal and Torres Strait Islander people, especially those involved in the criminal justice and child protection systems
  • Demonstrated commitment to the Purpose and Principles of annecto - the people network
  • Previous experience in case management in a community setting
  • Demonstrated ability to work efficiently with culturally diverse groups
  • Demonstrated ability to work autonomously with a high degree of initiative
  • Excellent communication skills, both written and verbal
  • Understanding and commitment to implementing Consumer Directed Care Initiatives and person-centred approaches
  • Knowledge of local/regional community resources/professional services to support older and vulnerable Australians
  • Experience working in a similar capacity in a community-based not-for-profit organisation


Qualifications: BA in Social Work with 5 years of Experience

3. Education and Experience for Case Manager Cover Letter

  • Strong verbal and written communication and facilitation skills
  • Strong assessment skills, time management skills, and critical thinking skills
  • Skills and knowledge of human behavior and clinical aspects of medical Social Work
  • Ability to interact effectively with a variety of people and situations at all levels of the organization
  • Able to use a computer and type a minimum of 35 WPM
  • Must be able to meet security clearance standards set by the Wisconsin Dept of Corrections and Milwaukee County
  • Highly organized and attention to detail and follow through
  • Excellent communication and writing skills
  • Ability to work with diverse populations
  • Knowledge of the issues of substance abuse and addiction
  • Knowledge of criminal justice and available community resources 
  • Experience in interviewing and meeting facilitation


Qualifications: BA in Family Studies with 4 years of Experience

4. Professional Background for Case Manager Cover Letter

  • Clinical nursing experience in a clinical, acute/post-acute care, and community setting
  • Case management experience in a managed care setting 
  • Experience managing patients telephonically and via digital channels (mobile applications and messaging)
  • Ability to think critically, be decisive, and problem solve a variety of topics that can impact a member's outcomes
  • Organizational skills with the ability to manage multiple systems/tools, while simultaneously interacting with a member
  • Must have intermediate computer knowledge, typing capability and proficiency in Microsoft programs (Excel, OneNote, Outlook, Teams, Word, etc.)
  • Must embrace teamwork, but can also work independently
  • Excellent interpersonal and communication skills both written and verbal


Qualifications: BA in Sociology with 3 years of Experience

5. Education and Qualifications for Case Manager Cover Letter

  • Familiarity with computers including word processing programs and the internet
  • Knowledge of social work values and/or child welfare services 
  • Bilingual in English and Spanish
  • Good clinical skills, especially related to mental illnesses and substance abuse disorders
  • Knowledge of DSM-5, psychotropic medications, and their side effects
  • Ability to communicate and work effectively in a positive manner with staff and clients
  • Ability to respond appropriately in crises
  • Sensitivity toward cultural, ethnic and disability issues
  • Good organizational and computer/typing skills
  • Effective time management skills and the ability to multitask
  • Ability to assist clients with activities of daily living such as shopping, cleaning, and cooking


Qualifications: BA in Counseling with 2 years of Experience

6. Knowledge, Skills and Abilities for Case Manager Cover Letter

  • Ability to maintain excellent member and family relationships and provide excellent customer service
  • Effective written, verbal and interpersonal communication skills
  • Ability to stay organized and have critical thinking, time management and problem-solving skills
  • Ability to utilize multiple types of office equipment (i.e. phones, copier, fax, etc.)
  • Must be proficient in Microsoft Office software
  • Must be able to utilize the internet and various web browsers
  • Hospital inpatient care or home care experience
  • Able to work independently and as a member of interdisciplinary teams
  • Effective interdisciplinary, verbal, and written communication skills
  • Demonstrates proficiency with computers and computer software
  • Proven history of ongoing professional development in a nursing specialty and/or case management 
  • Experience with case management, discharge planning, home-health, and/or third-party reimbursement systems
  • Experience in clinical environments


Qualifications: BA in Mental Health Counseling with 3 years of Experience

7. Accomplishments for Case Manager Cover Letter

  • Comprehensive knowledge of and established relationships with the local employment market and labor market needs
  • Ability to develop, evaluate, and implement a case management plan meeting all milestones
  • Ability to work with customers in a caring and respectful manner and with due understanding of and consideration for their unique circumstances
  • Excellent organizational, written, and verbal communication skills
  • Ability to perform comfortably in a fast-paced, deadline-oriented work environment
  • Ability to work as a team member, as well as independently
  • Experience in marketing employers and working with the business professional community


Qualifications: BA in Disability Studies with 1 year of Experience

8. Abilities and Experience for Case Manager Cover Letter

  • Ability to achieve and maintain Certified Brain Injury Specialist
  • Experience in disability management and knowledge of community resources
  • Strong written and verbal communication skills in conjunction with strong listen skills
  • Excellent interpersonal and motivational interviewing skills, and the ability to develop rapport with a wide range of people
  • Excellent written and oral communication skills
  • Creativity, proactivity, and flexibility in solving problems and meeting challenges
  • Ability to multitask and be a productive team player
  • Ability to work compassionately and respectfully with clients in crisis
  • Experience working with individuals from multi-ethnic communities
  • Basic computer skills including Word, Excel, PowerPoint, MS Teams, and case management database


Qualifications: BA in Community Health with 2 years of Experience

9. Education, Knowledge and Experience for Case Manager Cover Letter

  • Experience in the pharmaceutical industry
  • Prior experience as a case manager
  • Previous working experience in Hub 
  • Excellent communication skills and commitment to customer service
  • Ability to effectively resolve hurdles across multiple cases at the same time
  • Ability to learn product and disease information, familiarity with HIPAA and FDA
  • Ability to manage communication with case managers and sales reps across multiple geographies and time zones
  • Excellent written and verbal communication skills
  • Prior experience as a case manager 
  • Legal or insurance adjuster experience
  • Ability to multitask, organize, prioritize, handle a fast-paced environment, and manage workload with a positive attitude and minimal supervision
  • Strong written and verbal communication skills, as well as attention to detail
  • Proficient knowledge of motions, discovery, evidence, litigation documentation, court rules, procedures, practices, calendar depositions, mediation, and hearings


Qualifications: BA in Multicultural Studies with 3 years of Experience

10. Skills Overview for Case Manager Cover Letter

  • Excellent oral, written and interpersonal skills
  • Ability to engage and develop collaborations with community agencies
  • Previous assessment experience
  • Experience with Microsoft Office
  • Previous case management or relevant experience 
  • Strong computer skills with Microsoft, Excel, etc
  • Knowledge of the community, community organizations, and community resources
  • Knowledge of ASAM levels of care, ability to assist client in obtaining residential, detox, and supported housing services in the community


Qualifications: BA in Cultural Studies with 1 year of Experience