Case Manager job description template
Case managers connect clients to the services they need, such as housing, benefits, health care, employment and counseling, and follow up until the plan is working. At a nonprofit they carry a caseload, document every contact and work closely with partner agencies. A good post describes the people you serve, the typical caseload and how much of the job happens in the field.
Case Manager
Full-timeYour Company is hiring a case manager to help the people in our programs reach stability and their own goals. You'll complete intakes and assessments, build service plans with each client, connect them to housing, benefits, health care and employment resources, and follow up regularly. You'll also keep careful records and work closely with partner agencies. If you're compassionate, organized and steady in a crisis, we'd like to meet you.
What you’ll do
- Complete intakes and needs assessments with new clients, in the office or out in the community
- Build individual service plans with each client and update them as goals change
- Connect clients to housing, benefits, food, health care, counseling and employment services
- Help clients apply for benefits and gather documents such as IDs and proof of income
- Meet with clients regularly by phone, in the office or on home visits to track progress
- Respond calmly to crises and follow our safety and reporting procedures
- Document every contact and service accurately and on time in our case management system
- Coordinate with partner agencies, landlords and providers, with each client's consent
What we’re looking for
- A bachelor's degree in social work, psychology or a related field, or equivalent experience
- Experience in case management, social services or community outreach
- Knowledge of local resources and public benefits, or eagerness to learn them quickly
- Clear, timely documentation and strong organization
- Respect for client confidentiality and for clients' right to make their own choices
- A valid driver's license and reliable transportation, if the program includes home visits
Nice to have
- Training in trauma-informed care, motivational interviewing or de-escalation
- Experience with HMIS or another case management database
- Lived experience related to the community we serve
- Fluency in a second language our clients speak
Schedule
Full-time, mostly weekday daytime hours, with occasional evenings for client meetings or community events. Some days are spent in the office and some in the field.
What we offer
- Paid vacation, sick days and holidays
- Health insurance
- Regular supervision and paid training
- Mileage reimbursement for field visits
Add your pay, location and schedule when you post. Jobs that show pay get noticeably more applicants.
Case Manager our company is hiring a case manager to help the people in our programs reach stability and their own goals. You'll complete intakes and assessments, build service plans with each client, connect them to housing, benefits, health care and employment resources, and follow up regularly. You'll also keep careful records and work closely with partner agencies. If you're compassionate, organized and steady in a crisis, we'd like to meet you. What you’ll do • Complete intakes and needs assessments with new clients, in the office or out in the community • Build individual service plans with each client and update them as goals change • Connect clients to housing, benefits, food, health care, counseling and employment services • Help clients apply for benefits and gather documents such as IDs and proof of income • Meet with clients regularly by phone, in the office or on home visits to track progress • Respond calmly to crises and follow our safety and reporting procedures • Document every contact and service accurately and on time in our case management system • Coordinate with partner agencies, landlords and providers, with each client's consent What we’re looking for • A bachelor's degree in social work, psychology or a related field, or equivalent experience • Experience in case management, social services or community outreach • Knowledge of local resources and public benefits, or eagerness to learn them quickly • Clear, timely documentation and strong organization • Respect for client confidentiality and for clients' right to make their own choices • A valid driver's license and reliable transportation, if the program includes home visits Nice to have • Training in trauma-informed care, motivational interviewing or de-escalation • Experience with HMIS or another case management database • Lived experience related to the community we serve • Fluency in a second language our clients speak Schedule Full-time, mostly weekday daytime hours, with occasional evenings for client meetings or community events. Some days are spent in the office and some in the field. What we offer • Paid vacation, sick days and holidays • Health insurance • Regular supervision and paid training • Mileage reimbursement for field visits
Screening questions for a case manager
Ask these on the application form to sort applicants quickly. They’re added automatically when you post this template.
- Do you have experience in case management, social services or a related field?Yes / No · required
- Which client populations have you worked with?Short answer · required
- Tell us about a time you helped a client get past a barrier to services.Paragraph
Case Manager interview questions
- Walk me through how you'd run a first meeting with a new client.
- A client misses three appointments in a row. What do you do?
- How do you keep up with your caseload and notes when several clients are in crisis at once?
- A client chooses not to follow a plan you think would help them. How do you respond?
- Tell me about a partner agency relationship you built and how it helped clients.
- A client tells you something that makes you worried about a child's safety. What do you do?
- How do you take care of yourself in work that can be emotionally heavy?
Tips for hiring a case manager
- Give finalists a short case scenario and ask them to write a brief case note with next steps. Documentation is a big part of the job and is often what funders review.
- State the typical caseload in the post. It's one of the first things experienced case managers want to know.
- Ask references about boundaries, reliability and how the candidate handled crises.
- Share the post with nearby social work and human services programs and on local nonprofit job boards, and welcome applicants with lived experience in your program area.