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The Forge Companies

Senior Case Manager

Alpharetta, GA · On-site +1

Job Summary The Senior Case Manager serves as the primary point of contact for law firms and ... This role requires strong organizational, communication, and analytical skills to manage case files ...

Hayden Consulting Group

$176K - $187K/yr

SEEK ADVENTURE At Hayden, Senior Case Team Leads are responsible for managing projects, designing analytical workplans, and coaching our junior team. Throughout your tenure, you will be focused on ...

APR

Life Insurance Senior Case Designer

Miami, FL · Hybrid

Senior Life Insurance Case Designer Location: Hybrid remote in Coral Gables, FL 33134 Job Type ... Case Design and Analysis: Craft sophisticated life insurance plans for high-net-worth clients and ...

PROMESA R.H.C.F.

Case Manager Supervisor

Bronx, NY · On-site

$27.47/hr

The Senior Case Manager supervises Case Managers to ensure standards are met and discusses ... Analyze situations and determine proper course of action by making decisions and utilizing ...

Akima, LLC

Case Management Analyst II

Herndon, VA · On-site

$75K - $82K/yr

Reviews case management process, workflows and provides recommendations to the PM and Sr. Case Management Analyst * Ensure compliance with established case management requirements. Collaboration and ...

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How much do senior case analyst jobs pay per year?

As of May 30, 2026, the average yearly pay for senior case analyst in the United States is $79,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Case Analyst, and why are they important?

To thrive as a Senior Case Analyst, you need strong analytical skills, attention to detail, and a background in law, finance, or a related field, often supported by a bachelor's or master's degree. Familiarity with case management software, data analysis tools, and regulatory compliance systems is typically required. Excellent communication, problem-solving abilities, and organizational skills help you manage complex cases and collaborate with stakeholders. These skills ensure accurate case evaluations, effective decision-making, and efficient resolution of cases in high-stakes environments.

What are some common challenges faced by Senior Case Analysts, and how can they be effectively managed?

Senior Case Analysts often encounter complex cases that require balancing detailed analysis with tight deadlines. Managing large volumes of information and coordinating with multiple departments can be challenging, especially when cases involve sensitive or confidential data. Effective time management, strong communication skills, and the ability to prioritize tasks are essential to succeed in this role. Building collaborative relationships with colleagues and staying organized through systematic documentation can help address these challenges.

What are Senior Case Analysts?

Senior Case Analysts are experienced professionals who evaluate, manage, and oversee complex cases within their organization, often in fields such as insurance, law, healthcare, or government. They review documentation, analyze data, and recommend solutions or actions based on their assessments. Senior Case Analysts also mentor junior staff, ensure compliance with regulations, and often serve as a liaison between clients and their company. Their advanced skills and experience enable them to handle sensitive or high-priority cases efficiently.

What is the difference between Senior Case Analyst vs Case Manager?

AspectSenior Case AnalystCase Manager
Required CredentialsBachelor's degree, relevant certifications, experience in case analysisBachelor's degree, certifications often preferred, focus on case coordination
Work EnvironmentData analysis, report creation, policy reviewClient interaction, case coordination, service delivery
Employer & Industry UsageInsurance, healthcare, social servicesHealthcare, social services, insurance

While both roles involve working with cases, a Senior Case Analyst primarily focuses on analyzing data, reviewing policies, and providing insights. In contrast, a Case Manager handles client interactions, coordinates services, and manages case progress. The Senior Case Analyst often supports decision-making with detailed analysis, whereas the Case Manager ensures service delivery and client satisfaction.

What cities are hiring for Senior Case Analyst jobs? Cities with the most Senior Case Analyst job openings:
What are the most commonly searched types of Case Analyst jobs? The most popular types of Case Analyst jobs are:
What states have the most Senior Case Analyst jobs? States with the most job openings for Senior Case Analyst jobs include:
Senior Case Analyst jobs near you
Senior Case Manager

Senior Case Manager

The Forge Companies

Alpharetta, GA • On-site, Remote

Other

Posted 16 days ago

Job description

Job Summary

The Senior Case Manager serves as the primary point of contact for law firms and plaintiffs throughout the funding process. This role requires strong organizational, communication, and analytical skills to manage case files, evaluate case documentation, and coordinate the flow of information across settlement advance transaction process. The role is responsible for overseeing complex case files, maintaining relationships with key law firms, and funding and discount decisions within their authority. This role also serves as a mentor and resource for other team members, helping ensure consistency, accuracy, and responsiveness

Essential Functions

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Case Intake & File Management

  • Receive and review applications for settlement advances.
  • Gather necessary documentation from plaintiffs and attorneys, including police reports, medical records, insurance information, and demand letters.
  • Coordinate document execution for funding agreements and lien filings.
  • Provide clear and empathetic communication to clients regarding application status, requirements, and funding process.

Case & Relationship Management

  • Maintain accurate and up-to-date records in case management and CRM systems.
  • Serve as lead point of contact for high-value and key law firm relationships.
  • Manage complex and higher-risk cases requiring additional review and discretion.

Compliance & Risk Control

  • Ensure all cases are processed in accordance with company policies, state regulations, and ethical guidelines.
  • Track outstanding liens and monitor repayment status post-settlement.
  • Flag and escalate potential risks or discrepancies to management.
  • Process repayments according to company policy.

Funding & Discount Authority

  • Exercise elevated authority for approving settlement advances, disbursements, and discounts within established thresholds.
  • Identify exceptions and recommend adjustments to management when outside authority limits.

Team Support & Mentorship

  • Provide guidance, best practices, and informal training to Case Managers.
  • Monitor workflow, help balance caseloads, and ensure deadlines are met.
  • Model professional communication with attorneys, plaintiffs, and internal stakeholders.
  • Work closely across all departments to ensure seamless execution of funding transactions. Facilitate communication and coordination among all parties involved.

Other duties as assigned.

Desired Knowledge, Skills, and Abilities

  • 5+ years of experience in legal funding, personal injury law, legal services, financial services, case management, or a related field.
  • Bachelors degree in finance, business administration, legal studies, or a related field preferred.
  • Experience working directly with law firms, attorneys, paralegals, and plaintiff clients.
  • Strong understanding of personal injury litigation, case lifecycles, and settlement advance or legal funding processes; funding experience is strongly preferred.
  • Ability to communicate professionally with plaintiff clients and law firms throughout the intake and funding process.
  • Excellent customer service and relationship-management skills with the ability to build trust and maintain strong partnerships with law firms and clients.
  • Highly detail-oriented with strong data entry, documentation, and organizational skills.
  • Proficiency with CRM and case management systems (such as Salesforce) and Microsoft Office Suite.
  • Ability to quickly learn compliance requirements, financial service workflows, and internal funding procedures.
  • Bilingual (Spanish) candidates are strongly preferred.

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 10 pounds at times.

Travel Requirements

  • Less than 5% of the time, but occasional travel may be necessary.

*This role will be fully remote or hybrid in Alpharetta, GA (preferred)

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