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 to myro@sphererocket.com

Work arrangement
Yes