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Case Manager Job Description Template

What Does a Case Manager Do?

Case managers assist people in difficult social situations. Also known as human service assistants, case managers help clients assess and identify specific social services needed to address the client’s individual needs. They also monitor progress and the effectiveness of the client’s treatment plan.

Case Manager Job Overview

In the case manager role, you will establish and evaluate client treatment plans to meet client needs and goals. Case managers work with a variety of clients, which include children, senior citizens, homeless people, or people with disabilities. Success in this role will be demonstrated by an improvement in clients’ overall well-being.

Case Manager Job Responsibilities and Duties

  • Conducts preliminary client interviews and assessments
  • Documents and monitors client cases
  • Sets schedules and coordinates routine appointments for necessary services
  • Plans and implements integrative approaches to ensure quality care
  • Analyzes current treatment approaches and ensures compliance with rules and regulations
  • Coordinates with different departments such as legal and medical to match needed client service
  • Ensures timely submission of required documents

Case Manager Job Requirements

  • Bachelor’s degree in nursing, social work, or related fields
  • Effective written and verbal communication skills
  • Compassion for client needs
  • Detail-oriented and highly organized
  • Manages time well
  • Case manager certification is a plus


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Adrienne Smith

Adrienne Smith

Adrienne Smith is a content strategy consultant working with high-growth businesses on their brand messaging, content strategy, and content creation. A digital nomad, she's exploring the world's cultures and cuisines as she works.

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