CASE SPECIALIST RESUME EXAMPLE

Updated: July 23, 2024 - The Case Specialist maintains productive relationships with colleagues and effectively communicates in all interactions, fostering a respectful work environment. Engages actively in internal and external business meetings, collaborates on feedback, and identifies developmental opportunities through monthly one-on-one sessions. Delivers exceptional customer service, manages sensitive financial hardship cases, and ensures compliance with legal standards in documentation and dispute resolution.

Tips for Case Specialist Skills and Responsibilities on a Resume

1. Case Specialist, Allstate Insurance, Chicago, IL

Job Summary: 

  • Direct and execute retail sales calls with the dealership sales team
  • Create and manage customer conquest lists to focus salesmen for the dealers on current end use customer opportunities.
  • Develop and train dealer sales force in product performance and application, focusing on new products.
  • Review and analyze competitive products and pricing details and provide details to field sales team.
  • Provide product demonstrations, working applications, identify product limitations, and non-traditional product usage.
  • Support region sales and market share objectives
  • Act as technical resource to dealer sales professionals and Territory Sales Managers (TSMs) on Case Construction equipment.
  • Serve as liaison between marketing, product management and field sales team.
  • Adhere to all published organizational, safety policies and procedures as described in the JAS Forwarding employee handbook.


Skills on Resume:

  • Retail Sales Execution (Hard Skills)
  • Customer List Management (Hard Skills)
  • Sales Force Training (Hard Skills)
  • Competitive Analysis (Hard Skills)
  • Product Demonstration (Hard Skills)
  • Sales Support (Soft Skills)
  • Technical Resource Provision (Hard Skills)
  • Interdepartmental Liaison (Soft Skills)

2. Case Specialist, Liberty Mutual, Boston, MA

Job Summary: 

  • Maintain positive working relationships with peers, showing respect and communicating openly.
  • Work with internal/external stakeholders and participate in business meetings
  • Engage in the monthly one-on-one process by openly discussing feedback and identifying opportunities for development
  • Providing excellent customer service through all communication channels available to customers.
  • Discussing complex and sensitive matters with customers experiencing financial hardship.
  • Completing hardship assessments and providing quality solutions over the phone.
  • Ensuring all customer contact information and the hardship process complies with legal and regulatory requirements
  • Providing quality resolutions to complex problems, or disputes raised by customers
  • Ensuring all customer contract information and the complaints management process complies with legal and regulatory requirements.


Skills on Resume:

  • Relationship Building (Soft Skills)
  • Stakeholder Engagement (Soft Skills)
  • Development Feedback (Soft Skills)
  • Customer Service Excellence (Hard Skills)
  • Financial Hardship Handling (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Dispute Resolution (Hard Skills)
  • Data Accuracy Maintenance (Hard Skills)

3. Case Specialist, Humana Inc., Louisville, KY

Job Summary: 

  • Daily point of contact for JAS queries, issues, and cases
  • Assess and validate new cases for insurance claims support and initiate investigations
  • Check preliminary notices have been issued by origin and destination offices and ascertain the correct subsidiary
  • Log and handle each case for internal reporting as well as with insurance claims handlers
  • Summarize new cases for internal reporting on quarterly log, maintain and keep current all case files and correspondence
  • Document investigations, validations, and liability exposure for each case
  • Administer self-insured cargo claims separately from claims logged through insurance according to established procedures
  • Process and follow up on insurance claims, settlements, and subrogation cases
  • Work with attorneys and insurance companies including legal actions and recoveries
  • Compile monthly and ad hoc data for status reporting under supervision


Skills on Resume:

  • Case Management (Hard Skills)
  • Claims Processing (Hard Skills)
  • Data Logging (Hard Skills)
  • Legal Coordination (Hard Skills)
  • Internal Reporting (Hard Skills)
  • Communication Skills (Soft Skills)
  • Problem Solving (Soft Skills)
  • Detail Orientation (Soft Skills)

4. Case Specialist, UnitedHealth Group, Minneapolis, MN

Job Summary: 

  • Manage a team of several hundred Qualified Caregivers
  • Select, match and staff the best Qualified Caregivers for clients
  • Coordinate schedules with Qualified Caregivers and clients
  • Questions, and concerns, ensuring all issues are resolved.
  • Gather and input Qualified Caregiver time and attendance data in scheduling software 
  • Provide assistance in other processes or procedures as requested by the head of function
  • Thoroughly analyse complex customer inquiries and own the investigation process from start to finish
  • Contact for Legal, Compliance, Complaints, and Customer Service Departments
  • Provide customers with best-in-class services
  • Manage and own projects which aim to streamline processes and oversee the implementation of improvements


Skills on Resume:

  • Team Leadership (Soft Skills)
  • Conflict Resolution (Soft Skills)
  • Project Management (Hard Skills)
  • Staffing Expertise (Hard Skills)
  • Data Management (Hard Skills)
  • Analytical Solving (Hard Skills)
  • Interdepartmental Coordination (Soft Skills)
  • Customer Service (Soft Skills)

5. Case Support Specialist, Blue Cross Blue Shield, Dallas, TX

Job Summary: 

  • Complete up to 15 assessments per day of cases impacted by COVID to determine and address unmet resource needs
  • Provide referrals to community-based organizations and state programs 
  • Maintain up to date and accurate knowledge of resource landscape
  • Utilize organizational and time management skills to effectively work in a fast paced and changing work environment
  • Foster positive relationships with internal and external partners and stakeholders
  • Apply active listening and crisis intervention techniques to cases of distress
  • Build and maintain trust with individuals in quarantine and isolation.
  • Assess the level -and- urgency of need and appropriate support for all cases.
  • Fill out other applications as needed and make referrals on the case's behalf.
  • Verify, maintain, and update data in technology platform.
  • Provide case with information for local, State & Federal resources/programs 
  • Assist with immediate and long-term needs
  • Provide education and guidance to people put in quarantine and isolation.
  • Attend internal and external team meetings.
  • Stay up to date on guidance and resources.


Skills on Resume:

  • Rapid Assessments (Hard Skills)
  • Resource Knowledge (Hard Skills)
  • Organizational Skills (Soft Skills)
  • Time Management (Soft Skills)
  • Relationship Building (Soft Skills)
  • Crisis Intervention (Soft Skills)
  • Data Verification (Hard Skills)
  • Educational Guidance (Hard Skills)

6. Disability Case Specialist, Aetna, Hartford, CT

Job Summary: 

  • Ensure accurate and timely reporting to the provincial workers compensation board.
  • Determine the relationship between the mechanism of injury, the diagnosis and the relationship to entitlement by gathering and analyzing relevant information.
  • Handle confidential and sensitive information, documentation, and files in a professional and appropriate manner by privacy and employment legislation.
  • Responsible for managing occupational injury and/or illness claims to resolution 
  • Implementing, developing, and maintaining outcome-focused case management plans
  • Support recovery and safe and timely return to work.
  • Responsible for creating and updating RTW Plans, preparing written correspondence
  • Requesting medical and functional information from health care providers and Workers Compensation Boards.
  • Recommend and coordinate appropriate assessments and evaluations, including Job Demands Analyses, Functional Capacity Evaluations, and Independent Medical Examinations.
  • Utilize proactive methods to address any barriers throughout the return-to-work process, including early intervention methods when claim progress or recovery stalls.


Skills on Resume:

  • Injury Analysis (Hard Skills)
  • Confidentiality Management (Hard Skills)
  • Case Management (Hard Skills)
  • Recovery Support (Soft Skills)
  • Plan Development (Hard Skills)
  • Medical Coordination (Hard Skills)
  • Assessment Coordination (Hard Skills)
  • Proactive Intervention (Soft Skills)

7. Disability Case Specialist, Anthem Inc., Indianapolis, IN

Job Summary: 

  • Advise managers on best practices for all work-related injuries/illnesses while meeting legislative and contractual requirements.
  • Communicate effectively with a variety of stakeholders including managers, employees, unions, health care professionals, and the provincial Worker’s Compensation Board
  • Support early and safe return to work and/or accommodations in the workplace.
  • Collaborate with managers to develop, implement, and monitor return to work plans based on functional information supplied by heath care providers and/or the Worker’s Compensation Board(s)
  • Focusing on reducing claim duration and encouraging timely recovery.
  • Analyse claims, incidents, and investigation data to illustrate trends and prepare reports. 
  • Work collaboratively with Health & Safety/Quality & Risk teams
  • Identify trends and assist with the development of prevention strategies
  • Maintain accurate documentation, records, and sequence of events throughout the life of the claim.


Skills on Resume:

  • Legislative Compliance (Hard Skills)
  • Stakeholder Communication (Soft Skills)
  • Return to Work Support (Soft Skills)
  • Plan Implementation (Hard Skills)
  • Claims Analysis (Hard Skills)
  • Trend Identification (Hard Skills)
  • Documentation Maintenance (Hard Skills)
  • Team Collaboration (Soft Skills)

8. Disability Case Specialist, Cigna Health, Phoenix, AZ

Job Summary: 

  • Prepare claim appeals including performing file reviews and drafting formal employer submissions to support reduction in costs
  • Represent Disability Management at related grievance meetings and arbitrations as the subject-matter expert.
  • Participate in education and training specific to current relevant federal and provincial health and safety legislation, standards, and guidelines
  • Responsible for managing medical LOAs/LTD and return to work process for all medical-related non-occupational leaves.
  • Manage non-occupational medical leaves of absence and long-term disability claims for a large workforce with varying benefit programs and eligibility requirements across multiple provinces.
  • Support the period leading up to LTD benefit eligibility for those of the workforce who are eligible, and proactively manages the transition from LOA (EI) to LTD. 
  • Claim submission, maintaining up to date medical documentation, return to work, and medical accommodations.
  • Arranges assessments such as functional capacity evaluations (FCE) and Independent Medical Evaluations (IME) when appropriate to facilitate successful return to work.
  • Provide reports, statistics,technical guidance and expertise on occupational claims management trends for stakeholders and/or committees.


Skills on Resume:

  • Claim Appeals Preparation (Hard Skills)
  • Grievance Representation (Hard Skills)
  • Legislative Education (Hard Skills)
  • Medical Leave Management (Hard Skills)
  • Benefits Administration (Hard Skills)
  • Transition Management (Hard Skills)
  • Assessment Coordination (Hard Skills)
  • Reporting and Analysis (Hard Skills)

9. Trust and Safety Case Specialist, Kaiser Permanente, Oakland, CA

Job Summary: 

  • Analyse and investigate complicated customer complaints
  • Ensure that each case has been investigated thoroughly and diligently and that a correct solution is given, in accordance with policies and procedures and in respect of all legal requirements.
  • Manage player cases escalated by CS where the player is not satisfied with initial solution.
  • Manage All player escalations that come back to Customer Service after having been raised to other departments (such as RPF or Traders).
  • Review customer complaints and propose to the Trust and Safety Team Manager allowable good will gestures.
  • Review and solve customer claims in a timely manner.
  • Consistently communicates status with all appropriate parties involved with the customer case.
  • Call customers whenever needed in relation to complaint, for follow-up, to diffuse things and communicate the solution.
  • Interact with the customers for SOW, DOC and KYC purposes, via all channels of communication: email, live chat, phone, message, et
  • Maintain an excellent understanding and knowledge of products on the French market, including the specific functions of poker and sports betting as well as the tools used for each product.
  • Being up to date with promotions, competitions and special offers that promote to customers.
  • Reporting of sensitive and high-risk cases to the Trust and Safety Team Manager, the Head of Customer Service Operations and the Customer Service Director.
  • Requesting assistance with requests that one is not able to solve him/herself and escalating 
  • Assisting the Risk & Fraud and Finance Departments with fraud checks and processes
  • Working rotating shifts or specified hours, as needed by the business.


Skills on Resume:

  • Complaint Analysis (Hard Skills)
  • Escalation Management (Hard Skills)
  • Policy Compliance (Hard Skills)
  • Customer Communication (Soft Skills)
  • Goodwill Decision Making (Hard Skills)
  • Product Expertise (Hard Skills)
  • Fraud Detection Assistance (Hard Skills)
  • Shift Flexibility (Soft Skills)

10. Application Case Specialist, Centene Corporation, St. Louis, MO

Job Summary: 

  • Review new business applications for accuracy and timeliness (case mgmt.)
  • Collaborate with distribution partners to obtain missing application information
  • Complete all reissues on active policies for effective date changes, plan corrections, and DOB information
  • Monitor shared email box for reissue requests and complete additional applications for data entry
  • Partner with vendors to complete telephone interviews and RX checks for Underwriting review
  • Review and correct error reports and unassigned lists for additional applications
  • Review and track the unassigned lists for additional applications that are to be data entered
  • Collaborate with Underwriting with additional information for application reissues 
  • Ensure all information is gathered and application is complete for final decision
  • Partner with Call Support reps to answer agent inquiries.
  • Perform quality assurance on new applications and policy file feeds for issuance and accuracy
  • Resolving problems and handling client's issues in a professional and confidential manner


Skills on Resume:

  • Application Accuracy Review (Hard Skills)
  • Partner Collaboration (Soft Skills)
  • Policy Reissuing (Hard Skills)
  • Email Management (Hard Skills)
  • Vendor Coordination (Hard Skills)
  • Error Correction (Hard Skills)
  • Quality Assurance (Hard Skills)
  • Client Issue Resolution (Soft Skills)

Resume Standards 2026

Lamwork's key guidelines and best practices for writing a professional, ATS-friendly resume.

1. Contact Information

Name, phone number, professional email, LinkedIn, portfolio (if applicable)

2. Professional Summary (2-3 lines)

Role + years of experience + key strengths

3. Work Experience

Title + company + dates

Bullet points: action verbs + metrics + impact

Add context (what/why) when needed

Not recommended: Increased sales by 20%

Recommended: Increased B2B sales by 20% by optimizing outreach strategy

4. Skills

Hard skills only + match job description keywords (ATS)

5. Education

Degree, school, year (GPA if strong)

6. Projects (if relevant)

Name + tools + outcomes

7. Format

0-5 years: 1 page

5-10 years: up to 2 pages

Clean font, no photo, no personal details

8. ATS Optimization

Use exact keywords from the job description

Avoid tables or columns

Example:

Job says "Data Analysis" -> use "Data Analysis"

Do not change it to "Analyzing Data"

9. Do Not Include

Photo, age, gender, full address, references

10. Final Check

No typos, consistent verb tense, tailored for each job

File name: FirstName_LastName_Resume.pdf

Editorial Process and Content Quality

This content is part of Lamwork's career intelligence platform and is developed using structured analysis of real-world job data, including publicly available job descriptions, skill requirements, and hiring patterns.

Lam Nguyen, Founder & Editorial Lead, defines the research framework behind Lamwork's career intelligence platform, including job role analysis, skills taxonomy, and structured career insights.

All content is reviewed by Thanh Huyen, Managing Editor, who oversees editorial quality, content consistency, and alignment with real-world role expectations and Lamwork's editorial standards.

Content is developed through a structured process that includes data analysis, role and skill mapping, standardized content formatting, editorial review, and periodic updates.

Content is reviewed and updated periodically to reflect changes in skills, role requirements, and labor market trends.

Learn more about our editorial standards.