CASE MANAGER SKILLS, EXPERIENCES, AND JOB REQUIREMENTS
Published: May 26, 2025 - The Case Manager applies specialized skills to assess client needs, develop tailored care plans, and coordinate services across healthcare and community networks. This role requires strong communication, critical thinking, and documentation abilities to ensure effective service delivery and adherence to regulations. The manager blends technical knowledge with empathy to support client progress and long-term well-being.
Essential Hard and Soft Skills for a Case Manager Resume
- Case Review
- Service Delivery
- Compliance Knowledge
- Credit Drafting
- Case Management
- Intake Management
- Risk Assessment
- Data Analysis
- Treatment Planning
- Benefits Navigation
- Customer Management
- Relationship Building
- Stakeholder Communication
- Conflict Resolution
- Team Collaboration
- Medical Communication
- Community Collaboration
- Client Engagement
- Patient Advocacy
- Goal Setting
Summary of Case Manager Knowledge and Qualifications on Resume
1. BA in Counseling Psychology with 1 year of Experience
- Work experience and knowledge of case management
- Ability to establish working relationships with individuals served
- Demonstrated competence in verbal and written communication skills
- Ability to learn other relevant computer systems
- Ability to communicate only the facts to recipients or to decline to reveal information
- Ability to project a professional, friendly, helpful demeanor
- Basic computer knowledge with the ability to use word processing, spreadsheet, e-mail application, and web browser
- Comfortable with a Windows OS and learning new applications
2. BA in Behavioral Science with 2 years of Experience
- Experience using Microsoft Office
- Customer service and office administrative skills
- Strong problem-solving and analytical skills
- Strong computer skills including customer database systems
- Ability to interact effectively with internal and external partners and clients/customers
- Solid understanding of Client Relations
- Excellent written, verbal and social communication skills
- Proven experience going the extra mile to solve complex customer inquiries via extensive research
3. BA in Public Health with 6 years of Experience
- Experience and working knowledge of the community services sector in NSW with a specific emphasis on homelessness and family/domestic violence (including issues, trends, resources and services etc.)
- Demonstrated knowledge of legislative requirements that govern this type of environment
- Sound knowledge of networks (homeless, mental health, housing, welfare and job action agencies) within the local area
- Deep knowledge of an Informed Care Practice Approach
- Knowledge of Recovery-Oriented Practice and language
- Ability to perform the essential functions of the job as outlined above
- Demonstrated team leadership, relationship building, critical analysis, and written and verbal communication skills
- Knowledge of funding resources and clinical standards and outcomes
- Ability to provide care appropriate to the population served
- Demonstrated independent judgment to assess and meet client needs
- Ability to have meaningful outcome-oriented dialogues with patients, families, various patient care disciplines, ancillary departments, health care and community agencies, third party payors, and Health Science Center professional schools in coordinating care and services for patients
- Demonstrate the knowledge and skills necessary to provide care appropriate to the age of the patients served in his or her assigned area
- Demonstrate knowledge of the principles of life span growth and development and the ability to assess data regarding the patient's status and provide care as described in the department's policies and procedures manual
4. BA in Family Studies with 7 years of Experience
- Exceptional interpersonal and written communication skills
- Ability to provide excellent customer service
- Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PC's in a Windows environment
- Proficiency with Microsoft Office including Word, Excel, Outlook, and the ability to navigate and utilize the Internet
- Proficiency with office equipment including fax machines, copiers, telephone systems, etc.
- Working experience in customer service
- Working experience in Life insurance
- Demonstrated history of relationship management success
- Ability to work without close supervision and to exercise independent judgment and problem-solving in a professional area
- Demonstrated time management and organizational skills
- Strong attention to detail and accuracy
- Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
- Ability to react to change in a productive and positive manner
- Ability and willingness to support the team in accomplishing the team goal
5. BA in Sociology with 5 years of Experience
- Ability to work with consumers/residents, families, and staff in a caring and respectful manner, and with due understanding of and consideration for cultural differences
- Ability to serve as a role model to residents/consumers, including modeling appropriate interpersonal interactions, demeanor, etc
- Ability to effectively use required software such as IMA, Word, Outlook, and other technology required by ICL
- Basic understanding of the causes and processes of mental illness and substance abuse disorder
- Willingness to continually learn and apply knowledge and willingness to participate in in-service training and development activities
- Ability to function as an effective team member, including performing a share of work, cooperating with coworkers, and securing cooperation, and maintaining professional relationships and boundaries with co-workers, supervisors and consumers
- Ability to use sound judgment in identifying and solving problems, and knowing when to seek assistance
- Ability to be aware of oneself and one’s impact on others
- Ability to learn, understand and comply with all regulations, policies and procedures
- Ability to organize time effectively to accomplish all tasks in a timely way and meet deadlines without prompting
- Ability to develop, evaluate, implement and modify a case management plan, meeting all deadlines and productivity standards
- Ability to communicate effectively with staff, consumers/residents, families, and the public both orally and in writing
- Ability to prepare accurate and timely documentation, reports and other written material
- Ability to work independently and to conform to all applicable safety and accountability measures
- Ability to be empathic, actively looking for ways to help people, to be compassionate and hopeful and to believe and help others work toward recovery
- Ability to engage in active listening - attending to what other people are saying and asking questions
- Ability to identify the nature of problems and to participate effectively in solving problems
- Ability to report for work as scheduled consistently
- Ability to be ethical- to understand and adhere to internal and external laws, rules, and policies
6. BA in Public Health with 6 years of Experience
- Experience in pharmacy benefit management
- Working experience in Medical Assistant, Social Worker or Senior Reimbursement Specialist
- Proficient in Microsoft Office applications
- Knowledge of medical and claims processing terminology
- Excellent written/verbal communication to include providing clear instructions
- Must possess a strong critical thinking skillset along with the ability to multitask
- Familiar with community corrections systems and current community corrections practices
- Familiar with community workforce needs, public and private agencies and employment services
- Ability to write clear, concise reports in English using correct grammar
- Ability to add, subtract, multiply, divide, and calculate percentages
- Must be able to react quickly and appropriately in emergencies
- Bilingual in English/Spanish
- Ability to work with computers and the necessary software typically used by the department
7. BA in Psychology with 2 years of Experience
- Ability to work with case manager technology and clinical leveling criteria
- Able to learn and expand skill set as new protocols and projects are initiated
- Possess the ability to transfer clinical knowledge/skill to the care coordination of their patients/families
- Utilize critical thinking for case managers and implement a safe, appropriate discharge
- Prior experience in case management or a related field
- Supervised experience in the delivery of mental health services to recipients with mental illness
- Have a desire to work with Adults diagnosed with a mental health diagnosis in an in-home setting
- Previous experience using electronic health records, comfortable utilizing electronic documentation concurrently
8. BA in Community Health with 1 year of Experience
- Ability to define problems, collect data, establish facts, and draw conclusions dealing with abstract variables
- Proficient working knowledge of family work, family systems, and crisis intervention
- Proficient ability to speak, read and write English
- Experience working with youth and families in a professional setting
- Ability to function well in a team environment and work well with outside collaborators
- Ability to demonstrate project management, organizational, and analytical skills
- Interpersonal skills and effective communication skills, both verbal, written, and listening
- Demonstrate documentation, presentation skills, problem-solving techniques, and the ability to build professional relationships
9. BA in Gerontology with 4 years of Experience
- Prior case management experience required including experience with juveniles
- Background in dealing with juvenile placement agencies
- Working knowledge of the Positive Operational Culture program
- Strong knowledge of overall company operations and policies and procedures
- Ability to pass a criminal background clearance check, drug screen, physical and TB test
- Ability to perform work with little or no supervision
- Ability to utilize resources available to complete assigned projects
- Ability to prepare written reports and correspondence
- Ability to understand and follow verbal and written instructions
- Ability to effectively communicate, verbally and in writing
- Must be able to maintain a high level of confidentiality
- Must have excellent organization and time management skills
- Ability to build and maintain positive internal and external relationships
- Ability to provide exemplary customer service to all employees and outside constituents
- Must be flexible and able to handle multiple priorities, with the ability to adjust to high pressure and rapidly changing business conditions
- Proficient in the use of computers and associated software
10. BA in Education with 3 years of Experience
- Clinical, individual, or group counseling experience with mentally ill, formerly homeless people
- Strong computer skills and knowledge of Microsoft Office (e.g. Word, Outlook, Excel, etc)
- Strong interpersonal skills and the ability to work as part of a team
- Strong written and verbal communication skills
- Familiarity with online chart record databases such as AWARDS
- Solid work ethic and positive attitude
- Highly organized with excellent attention to detail
- Ability to work under pressure while maintaining a good sense of humor
- Experience in case management, litigation and/or project management
- Excellent customer service, written and verbal communication skills
11. BA in Applied Psychology with 2 years of Experience
- Excellent verbal and written communication skills
- Strong attention to detail, time management and the ability to juggle tasks, adapt and work under pressure
- Proficiency in Microsoft Office applications
- Team player with a flexible attitude to meet the changing needs of the business and our clients
- Proven track record in a client facing or professional services role
- Strong oral and written communication, time management and organizational skills
- Proficiency in the Microsoft Office suite and other standard business technologies
- Experience with case management or a related discipline
- Must be able to communicate both verbally and in writing
- Experience in case management or a related position
- Experience in/with an acute care setting, behavioral health, or addiction
12. BA in Community Health with 1 year of Experience
- Experience in identifying and analyzing care/service needs for case-managed patients
- Knowledge of care/services provided in differing levels of care, i.e., ambulatory and institutional settings
- Knowledge of medical and nursing treatment plans
- Skill in assessing the appropriateness and medical necessity for acute and SNF admissions and continued stays
- Clinical skills and knowledge to assess the type and amount of home health care necessary to meet patients’ needs in the home setting
- Broad-based clinical experience in multiple clinical settings
- Experience with HMO Health Plan or Medical Group/IPA Utilization Management/Case Management or acute care facility discharge planning functions
13. BA in Human Development with 5 years of Experience
- High attention to detail and experience with data tracking and monitoring
- Experienced PC, Microsoft Office Suite knowledge, specifically strong Excel skills
- Ability to learn project-specific computer systems (specifically SharePoint and proprietary computer systems)
- Strong analytical skills, excellent verbal/written communication and interpersonal skills
- Ability to effectively interact with individuals from various cultures and backgrounds
- Ability to work independently, as well as within teams of consultants
- Experience in post-disaster grant and case management programs
- Previous case management or OOHC experience
- Demonstrated understanding of current casework practice for children and young people
- Understanding of the permanency support program
- Previous experience in working with individuals, families or groups
- Strong written communication, client/stakeholder engagement and mediation skills
14. BA in Gerontology with 4 years of Experience
- Healthcare and/or managed care industry experience
- Proven clinical practice experience, e.g., hospital setting, alternative care setting such as home health or ambulatory care
- Ability to multitask, prioritize and effectively adapt to a fast-paced changing environment
- Position requires proficiency with computer skills which includes navigating multiple systems and keyboarding
- Effective communication skills, both verbal and written, in English
- Direct clinical experience in a psychiatric or mental health setting
- Experience in patient assessment, risk and safety assessments, treatment planning, community resources, group and family therapy, family systems and communication, and coordination with external review organizations
- Experience of working in a lending and/or restructuring area of a financial services company
- Ability to work on own initiative and interact as part of a highly motivated team
- Ability to prioritise and plan to effectively achieve goals and to be dependable in consistently delivering reliable results
- Proficiency in Microsoft Word, Excel and Outlook
- Experience in case management, assessment, counseling, and crisis intervention
15. BA in Family Studies with 7 years of Experience
- Experience as a case manager using case management systems, reviewing cases for eligibility, determining the appropriate benefits that apply to a specific situation, and establishing/executing a case management plan
- Experience in Human Resources or customer service in a leave and/or disability field can be substituted as a case manager
- Demonstrated Experience in MS Word, Excel, Access, Outlook and PowerPoint
- Flexibility to work nights and weekends
- Experience in a leave of absence and/or disability claim management role
- Knowledge of federal or state Leave and Disability regulations, specifically ADA/ADAAA and FMLA
- Experience working on multiple projects or cases independently in an environment with changing priorities
- Experience working with confidential information
- Experience providing case management services for a large, multi-state employer or on behalf of a carrier/TPA with clients in multiple states
- Experience with global service and employee delivery
- Problem solving, time management and priority setting skills
- Experience guiding employees or managers on leave of absence, disability plan, accommodation, human resources, benefits, or employee matters
16. BA in Mental Health Counseling with 6 years of Experience
- Prior experience in Adjudication or Case Management and Customer Service
- Must be fluent (read, speak, and write) in English and Spanish to meet the special qualifications of this position
- Ability to communicate at an informal and some formal levels
- Demonstrate intelligible pronunciation, which does not interfere with understanding
- Professional experience working specifically with the long-term services and supports (LTSS) population
- Ability to comfortably learn and navigate technology (online databases, software systems and programs)
- Excellent oral and written communication skills
- Desire and dedication to provide the best customer service
- Strong organizational and negotiation skills
- Experience in human services or a related field
- Working knowledge of the developmental disabilities system, rules and regulations
- Specific working knowledge of the intellectual and developmental disability system, rules and regulations
- General knowledge of rules and regulations for Medicaid waivers and the Department of Public Health and Environment
- Able to speak, write and interpret fluently in English and Spanish
- Ability to complete all typical case management responsibilities in Spanish
17. BA in Case Management with 2 years of Experience
- Ability to work through everyday crisis management with team members
- Ability to understand both the needs of the business line and the needs of the individual on your caseload
- Excellent interpersonal skills and enjoy cultural diversity in the workplace
- Ability to research and build resources through community partners and Peckham programs
- Experience providing clinical support
- Effective communication and writing Skills
- Mentoring and coaching skills and experience
18. BA in Public Administration with 3 years of Experience
- Experience in the banking/financial services industry
- Experience in reviewing loan and security documentation
- Effective communicator, influencer and negotiator with an ability to communicate at all levels
- Ability to work under pressure and meet tight deadlines
- Demonstrate an organised approach to work and an ability to prioritise to ensure critical tasks are delivered accurately
- Proficiency in the use of Microsoft packages
19. BA in Health and Human Services with 8 years of Experience
- Experience planning and facilitating effective, structured groups
- Strong oral, written and presentation skills
- Ability to facilitate and teach comprehensive groups
- Ability to carry out duties independently, as well as in a team setting
- Ability to work with a variety of cultures, backgrounds and perspectives
- Strong problem-solving skills and the ability to make quick decisions while using good judgment
- Demonstrate proficiency in Microsoft Office (Word, Excel and Outlook)
- Possess current CPR and First Aid certification, or successfully obtain within 90 days of hire
- Strong belief in YWCA and ability to convey its importance
- Bilingual skills in Spanish, Somali, or Hmong
- Experience in youth programming related to adolescent development
- Experience with staff training, volunteer management, or marketing and outreach
- Experience with data entry in online data management systems
20. BA in Special Education with 4 years of Experience
- Experience in counselling, file management, group facilitation, or job coaching
- Knowledge of issues that prevent individuals from being employed, and an ability to work with members in a respectful and non-judgmental and consistent manner
- Knowledge of the philosophy of Harm Reduction, substance use, or mental health and/or concurrent concerns
- Ability to develop and maintain strong professional relationships with employers/business, community partners, and colleagues for the purpose of coordinating case management
- Able to provide excellent service delivery
- Knowledge of community resources, familiarity with the labour market as well as apprenticeship and training opportunities
- Proficient with personal computer applications, e.g., Microsoft Office, Microsoft Outlook, and Internet search engines
- Well-developed interpersonal and relationship-building skills
- Ability to establish rapport and excellent communication with members, staff and volunteers
- Excellent written communication skills
- Able to visualize, understand and articulate YMCA outcomes
- Flexibility regarding assigned working hours, including occasional evenings and weekends
21. BA in Social Administration with 1 year of Experience
- Knowledge and practice with Trauma Informed Care, Positive Youth Development, and Harm Reduction
- Fluency in Spanish or another foreign language widely spoken in King County
- Proficiency with Clarity Homeless Management Information System (HMIS)
- Be empathetic, patient, and treat others with respect
- Have prior case management experience, including with youth and/or juvenile placement agencies
22. BA in Counseling with 3 years of Experience
- Experience working with at-risk clients in a direct service setting
- Experience working with clients who have a history of homelessness, with some knowledge of addiction and mental health issues
- Excellent communication both verbal and written, in English and Spanish
- Ability to prepare clear, concise and accurate reports, correspondence, and other job-related documents
- Skill to work effectively under pressure
- Ability to communicate effectively using a variety of styles and techniques appropriate to the audience
- Ability to analyze situations accurately, utilizing a variety of analytical techniques to make well-informed decisions
- Organizational skills and abilithe ty to multitask
- Ability to adapt to changing priorities, work environments, management styles, and business trends
- Ability to work effectively with external agencies
23. BA in Human Ecology with 1 year of Experience
- Proficiency in Microsoft Office (Windows) and Google Apps
- Demonstrated professional communication and organizational skills
- Knowledge and/or experience regarding the CSPECH Program
- Bilingual Spanish/English speaker
- Ability to work independently and within an interdepartmental team
- Bilingual English and Spanish, prior experience working with refugee and/or immigrant populations
- Excellent verbal and written communication skills
- Demonstrated clinical, therapeutic, and crisis intervention skills
- Ability to work independently and exercise a high level of confidentiality
- Computer and typing skills sufficient to perform essential job functions
24. BA in Youth Services with 2 years of Experience
- Must possess basic computer skills to perform job duties including desktop computing, e-mail, timesheet management, electronic health records, internet research, etc.
- Ability to learn software applications relevant to your position
- Ability to work independently and to carry out assignments to completion within the parameters of instructions given, prescribed routines, and standard accepted practices
- Must be able to work under pressure and meet deadlines and billable unit requirements, while maintaining a positive attitude and providing exemplary customer service
- Work experience in health, social or community services
- Bilingual (English/Spanish) to assist or work with non-English/Spanish speaking patients and/or guests
- Ability to maintain confidentiality and the trust of clients
- Strong working knowledge of Microsoft Excel, Word and Outlook
- Collaboration skills to work with different teams in an international organization, ability to influence without formal authority
- Ability to work autonomously, self-starter
25. BA in Applied Social Science with 4 years of Experience
- Experience as a Certified Case Manager (CCM), Community Health Worker (CHW) or Peer Support Specialist (PSS), or Accredited Case Manager (ACM)
- Knowledge of local resources, social determinants of health, mental health, substance abuse disorders, violence, and social issues
- Excellent problem-solving skills in Microsoft Office applications
- Solid understanding of navigating basic office equipment and protocols
- Working experience as a Sales Assistant
- Prior experience coordinating projects, utilizing strong social skills, and working well with all levels of personnel and outside clients and vendors
- Skills in Word, Excel, PowerPoint, and Outlook
- Ability to handle multiple tasks to prioritize needs and expedite tasks
- Be able to adapt and thrive in constantly changing environments
26. BA in Nursing with 7 years of Experience
- Experience in customer service or Human Resource management or Case management or Leave and Disability management role
- Intermediate proficiency in MS Word, Excel, Access, Outlook and PowerPoint
- Ability to apply critical thinking and identify issues for problem-solving
- Ability to build strong relationships and influence others while working in a cross-functional environment
- Strong time management and ownership of deliverables
- Strong and demonstrated communication skills - verbal as well as written Prior Leave and/or Accommodations experience
- Previous work in a leave of absence and/or disability claim management role
- Experience using case management systems, reviewing eligibility cases, determining the appropriate leave and/or disability pay benefits that apply to a specific situation, and establishing/executing a case management plan
- Experience guiding employees or managers on leave of absence, disability plan, accommodation, human resources, benefits, or employee matters
- Experience working on multiple projects or cases independently in an environment with changing priorities
- Experience working with confidential information