Case Manager - Case Coordinator

If you like fast-paced, detail-heavy, and emotionally meaningful work, if you care about people, love organizing complexity, and take pride in getting things right with close attention to detail, you’ll feel at home here. This is IN PERSON IN NEWPORT BEACH, CA. Please do not apply if this does not work for what you are looking for.

Kaas Consulting helps individuals and families navigate life-changing financial transitions after injury, loss, or litigation. We blend technical settlement expertise with deep empathy, creating a calm, clear path forward when life feels overwhelming. Every case is a transition, not a transaction—and we treat it that way. We are a small, busy, mission-driven team.

The Case Manager - Case Coordinator is the operational heartbeat of our cases. You’ll manage the flow of information between clients, attorneys, and our internal team, ensuring every detail is handled accurately and on time—while honoring the emotional weight of what our clients are going through. You would be running quotes, creating documents, and moving a case along.

This role is ideal for someone who is:

• A self-starter who doesn’t wait to be told what to do
• Detail-oriented and organized, even when things move quickly
• Able to stay calm under pressure in a fast-paced environment
• Naturally empathetic, especially with people in crisis or transition
• A team player who communicates clearly and respectfully
• Enjoys supporting other team members

If this sounds like you, please submit your resume with a cover letter in a single PDF document, email to humanresources@tracikaas.com with Superstar in the subject line.

$75,000 - $95,000

Key Responsibilities

Case Coordination & Workflow

• Support & manage case files from intake through completion, ensuring all steps are tracked, and deadlines are met from intake, documentation, & follow up
• Support fellow case managers & case coordinators.
• Coordinate with attorneys, clients, and external partners to gather documents and information
• Prepare, review, and organize case-related paperwork with a high level of accuracy
• Track case status, follow up proactively, and keep the team informed of next steps
• Run quotes and proposals

Client & Attorney Communication

• Serve as a professional, compassionate point of contact for clients and their families
• Communicate with plaintiff attorneys and their staff to obtain information, clarify details, and move cases forward
• Provide clear, timely updates to clients and attorneys about where things stand and what’s needed next

Administrative & Detail Management

• Maintain accurate digital records and case notes in our systems
• Double-check data, forms, and documents for completeness and accuracy
• Support the preparation of quotes, proposals, summaries, and other client-facing materials
• Assist with scheduling calls, meetings, and deadlines related to each case

What You Bring

Must-Have Skills & Traits

• High attention to detail – You notice the small things and understand they matter.
• Strong organization skills – You can juggle multiple cases and tasks without dropping balls.
• Self-starter mindset – You see what needs to be done and take initiative without constant direction.
• Calm under pressure – You can handle a busy inbox, shifting priorities, and tight timelines.
• Empathy and professionalism – You can speak kindly and clearly with people who may be scared, overwhelmed, or grieving.
• Team-oriented – You collaborate well, communicate openly, and respect others’ roles.
• Must have worked with CRM programs such as Salesforce
• Must have a strong working knowledge of all Microsoft Products such as Excel, Outlook, and Word

Experience & Qualifications

• Prior experience in legal, financial, or professional services environments is a plus
• Experience in case management, coordination, or high-volume admin support is strongly preferred
• Highly comfortable working with technology, digital files, and multiple software tools - we are paperless - you must be a wiz around technology - we are with AI, and you must be comfortable and excited about it
• Excellent written and verbal communication skills
• Spanish-speaking preferred

Kaas Consulting helps people who are receiving money from a legal settlement—often after an injury, loss, or major life change. We work with plaintiffs and their attorneys to design a financial settlement plan that protects government benefits, creates steady income, and supports long-term financial stability. Our work combines technical expertise with deep empathy, so clients feel safe, informed, and supported during a very emotional time.