Case Manager VA

Responsibilities Conduct structured phone onboarding calls with newly signed veteran clients to record service history, medical conditions, treatment records, and daily life impacts into the case management system Communicate with veterans and their spouses via phone and SMS to collect missing documents, personal statements, questionnaires, and electronic signatures Execute record-chasing calls to medical clinics, hospitals, and physician offices to submit, track, and retrieve requested medical records Walk veteran clients step-by-step over the phone through navigating VA.gov to securely download their own official VA decision letters and health records Guide clients on delivering medical opinion letters to their physicians and follow up to track doctor responses Collect, standardize file naming for, and organize intake documentation (DD-214s, VA rating decisions, medical records) within the central case system Manage appointment scheduling and calendar management for onboarding calls, case reviews, and same-day follow-ups for missed appointments Assist veterans with the self-submission process of completed claim packages via VA.gov, providing reminders for upcoming VA C&P exam dates Handle inbound client phone, email, and SMS communications, routing clinical or strategic claim questions to senior case management Maintain daily task queues and log call notes, messages, and document updates in the CRM, submitting daily end-of-day summary reports Qualifications Proven client support, administrative, or case management experience in a corporate setting or as a Virtual Assistant Strong detail orientation with demonstrated trustworthiness in handling confidential medical, military, and personal records under strict non-disclosure agreements Hands-on experience using AI platforms, with a strong preference for Claude AI Prior experience managing CRM databases, case management platforms, and appointment scheduling tools (e.g., Google Workspace, Calendly) Empathetic, patient, and clear communication style tailored for working with military veterans and older adults For fast application process, please send your CV/Resume