Legal Case Matching Specialist
Content + Source + Freshness • 16 Dec 2025 • 95% confidence
Offer value
Moderate value due to stable employment in a niche sector with a reasonable salary range, though limited growth prospects.
- Salary range: $38,000–$50,000/year
- Stable role in legal access
- Opportunity to develop case management skills
- Limited growth potential
Pros
- Competitive starting salary ($38,000–$50,000/year)
- Stable work environment within a growing sector
- Development of valuable skills in case management and customer service
Cons
- Limited career advancement opportunities
- Potentially repetitive daily tasks
- Work primarily focuses on matching rather than legal analysis
Who it's for
Entry to Mid-level • In-office
Good fit
- Entry-level candidates
- Customer service-oriented individuals
- People interested in legal or healthcare sectors
Not recommended for
- Highly experienced professionals
- Individuals seeking remote work
- Those who prefer managerial responsibilities
Motivation fit
Key skills
About the job
• Analyze Case Profile
• Contact Member Specialist or Manager for any additional information
• Search for a Provider using the CMS search function and proper procedures
• Confirm Provider is properly credentialed and approved
• Make phone calls to Providers for case matching; all actions and information concerning matching must be documented within the case
• A minimum of five (5) match attempts must be made daily per case
• Confirmation of all matching points must be satisfied: distance, timeliness of referral, benefits, costs, area of practice, and member preferences/needs
• Send proper confirmations to Provider
• Send all proper documents to Provider (i.e. Questionnaire and Contract)
• Notate all applicable information into each case within the CMS
• Properly update the Attorney Database
• Communicate effectively and in a timely fashion with customers, teammates, and management
• Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member
• Respond to all phone messages and emails within two (2) business hours
• Report daily activity, using the standard Daily Report format
• Assist with status updates, providing referrals, and making follow up calls as needed when call volume or staffing issues require
Requirements
- High School Diploma, College Degree preferred
- Must demonstrate strong customer service skills, displaying sound judgement and decision-making
- Must manage customer expectations by resolving issues in a timely manner
- Must plan work appropriately and balance multiple priories
- Excellent communication skills, both written and verbal
- Must maintain the highest level of professionalism
- Microsoft Office proficiency
🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.
Hard Skills
- case analysis
- provider credentialing
- case documentation
- referral matching
- data entry
- reporting
Soft Skills
- customer service
- judgment
- decision-making
- time management
- communication
- professionalism
