MightyRecruiter MightyRecruiter
HomeJob Description Samples & ExamplesCase Manager Job Description Template

Case Manager Job Description Template

A solid job description is essential if you want to attract the best-qualified candidates. Remember, the document that you create will represent your company’s mission, values and personality, so be sure to let these things shine through in your writing. To help you on your way toward writing an effective ad, we have provided a Case Manager job description sample below.

Want to use this job description?     Use template

Case Manager Job Summary

As a Case Manager with We Love People Human Services, you will be interacting with clients at every phase of their experience with us. You will perform intake interviews, conduct screenings, schedule assessments and provide coordination of services. You will work closely with a team of case managers, under the supervision of the regional director, and may have opportunities to run community outreach events, including screening clinics.

Case Manager Job Responsibilities and Duties

¥ Perform intake interviews and initial screenings.
¥ Refer clients for additional screenings and evaluations.
¥ Coordinate services, including scheduling, transportation and follow-up.
¥ Attend all case-related meetings as client’s advocate.
¥ Update the database on an ongoing basis.
¥ Keep clients informed as to their status in the program and what to expect during the next phase.
¥ Educate and inform community members and key players regarding the benefits of services coordinated through We Love People Human Services.

Case Manager Skills and Qualifications

  • Bachelor’s degree or higher (required). Majors such as human services, human development, sociology, social work or education are preferred.
    ¥ Five years’ experience in a people-oriented environment (required). Examples include education, human services, healthcare or management.
    ¥ Communication skills (written and oral). The main function of this position is communication, both orally and in writing. Our case managers bridge the gap between clients and service providers, so you must have excellent communication skills to succeed.
    ¥ Positive attitude. Because you will be our clients’ primary point of contact and will help them navigate a sometimes overwhelming system, a patient and approachable disposition is vital.
    ¥ Technological competency. You do not have to be a computer expert, but you must be able to work in a database and operate basic office hardware and software, including computers, printers and faxes.

Company Profile

We Love People Human Services was founded in 1996 to benefit an under-served population in Best County. We have contracted with area service providers for the past 20 years and have fantastic working relationships with local therapists, mental health professionals, educators and employers. Our motto is “We love people,” and we are on a mission to ensure that every individual in Best County is in a position to receive the services he or she requires.

Writing a Job Description Best Practices

When creating a job posting from scratch, there are some essential things to keep in mind:

¥ Be specific. If your job description does not tell a prospective employee what the job entails, the reader may wonder about your communication skills in general. No one wants a job with unclear expectations.
¥ When it comes to creating a job title, don’t get too creative. Creativity can be useful, especially in a creative field. However, if you want qualified people to apply to be a Case Manager for your organization, calling the position “Client-Provider Superpower Ninja” may not have the desired effect.
¥ Use keywords that jobseekers are likely to search for. Keywords are your friends. They help the right people find your listing. This is especially important if one of your requirements involves a certain amount of experience in the field. What is a case manager with five years’ experience going to search for? Probably something like “case manager” or “human services.” Make a list of words that a qualified person would use to find a job like the one you are offering and include those words in the job description.
¥ Let your organization’s personality shine through. One of your goals when advertising a job opening should be to find someone who fits well with your current team. If the tone of your job description matches your company’s culture, you are one step ahead on the culture-matching game.
¥ Get the word out. Post your job ad online, and make sure that the city, state and type of job are abundantly clear.

The Case Manager job description sample above is a general example of an effective job advertisement. Taking the time now to write a solid job description will streamline the hiring process and help you attract and retain the people who really “get” what it means to do the important work you do.

Want to use this job description?

Use template

View All Job Descriptions

Case Manager Job Responsibilities

The standard format for the responsibilities information in your case manager job description makes the information as easy to see and understand as possible. List the responsibilities as a bullet list, with each entry describing a different daily expectation. Use strong action verbs at the beginning of each bullet point to ensure they are active, and focus on which tasks the hired professional will complete. It also allows readers to imagine themselves in the position, which entices them to apply.

It is best to list between six and eight bullet points in the case manager job responsibilities section. This number is not too few to fail to provide enough information, but also not too much to intimidate readers. Your responsibilities section should also be the meatiest part of the case manager job description, so make sure every other section is shorter. Review the following examples to get started

  • Interview clients to determine their needs and put together a plan for them to receive the help they need
  • Manage clients’ records, entering new information on a daily basis and organizing existing information
  • Establish treatment programs for clients and oversee progress
  • Consider clients’ financial situation, making tailored recommendations and answering their inquiries
Case Manager Job Specifications

Your goal with your case manager job description is to get a good number of talented and well-suited candidates to apply rather than those who don’t match your needs and company culture. If not enough qualified applicants submit an application, it will make the hiring process much more difficult. The case manager job specifications include the information to better manage this issue. It affects whether candidates consider themselves qualified; thus, it controls what kind of candidate applies. You should make the mandatory qualifications perfectly clear to dissuade those who just do not meet your expectations. Additionally, listing several preferred qualifications can further filter applicants without turning away the most talented if they do not meet every bullet point perfectly.

Remember that the job qualifications and skills section should be one of the shortest in your case manager job description. If it is any longer than a small handful of bullet points, it may limit applicants too much. However, you should not consider this information unimportant just because it is brief.

Must hold a bachelor’s degree in social work or related field Relevant master’s degree preferred Full case manager certification required Strong analysis, critical-thinking and evaluation abilities Excellent communication skills, including oral, written and interpersonal

Making better hires starts with building better job descriptions

• Browse 100s of templates across 40+ industries

• Customize your template with your company info & job requirements

• Post it to 20+ job boards in seconds – for FREE!

Get a professional, candidate-centric job description quickly & easily with MightyRecruiter

Use template

Writing Your Case Manager Job Description: Dos and Don’ts

¥ Provide instructions on how to apply. If all you need from an applicant is a resume and cover letter, say so. If a candidate should address his or her letter of interest to a particular person within your organization, include that person’s contact information. If you have a proprietary application form that must be filled out no matter what, then link to the online version or tell your reader how to obtain a paper copy.
¥ Include salary and benefits information, unless it is against company policy to do so. Jobseekers have a lot of information to wade through as they hunt for their next employment opportunity. If the position you are advertising seems like a good fit, the jobseeker is likely to compare it with other exciting opportunities, based on location, company culture and compensation package. If you are at liberty to disclose details about compensation, do so on the description page.
¥ Don’t forget to mention the geographic location where the position is based. If you list job openings on major job-search sites, they will probably be viewed from all over the country and perhaps even abroad. Include the city and state of the opening to avoid confusion. This is especially important if your organization has a national or international presence, or if the job is located in a city with a common name.
¥ Give the reader a good sense of what the job is like on a day-to-day basis. A job description should be concise and not read like a novel, but it should also give as clear an idea as possible about what the day-to-day rhythm is. To accomplish this, try to include the primary duties, such as interviewing clients and liaising with them and care providers, and leave out minor or obvious ones, such as copying documents or answering phones.
¥ Choose your keywords carefully, and use standard abbreviations where applicable. Your Case Manager job description should, of course, include the phrase case manager, but think about other ways qualified applicants might search for such a position. Social, human, services, liaison and worker are all relevant keywords for this post. Additionally, if your organization has a narrow focus, use keywords that apply to your niche. For example, if you are looking for an Early Intervention Case Manager, you should include phrases like Early Intervention, Part C, infants, toddlers and Birth to Three.