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Workplace Care Coordinator

Role overview

Qualifications

  • 2+ years of experience in a dispatch, coordination, administrative, or operations-focused role
  • Experience in insurance, workers’ compensation, healthcare coordination, or a similar environment preferred
  • Strong organizational skills with the ability to manage multiple cases and priorities simultaneously
  • Clear and professional communication skills, both written and verbal

Responsibilities

  • Serve as the central intake point for new incidents, calls, and report-only submissions
  • Dispatch technicians, coordinate telephonic support, and escalate cases as needed
  • Enter, update, and maintain accurate case information and documentation in Salesforce
  • Track case progression from initial report through claim conversion

Key facts

  • Remote from: Anywhere
  • Full time
  • Mid-level (2-5 years)
  • English

Other skills

  • Detail Oriented
  • Organizational Skills
  • Microsoft Office
  • Problem Solving
  • Prioritization

About the company

Whiteboard Risk & Insurance Solutions logo

Whiteboard Risk & Insurance Solutions

Insurance

The California Work Comp system is broken. From employees and attorneys to carriers and physicians, everyone benefits financially when you have claims—and your business is left to foot the bill. We’re here to change that. We specialize in risk mitigation and risk transfer, with creative in-house solutions for every Work Comp complexity. Put simply, we have the people, processes, and resources to systematically solve your Work Comp problems in ways no broker, carrier, or special program can. We put dollars back on your bottom line and give you back time for what matters most. Let’s make Work Comp work for you.

Company details

Company typeStartup
IndustryInsurance
Company size11 - 50

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Job description

Recruiters & Staffers - We prefer to hire direct. Please do not solicit your services to any member of our organization. 

Interested Applicants - The hiring team for this position will handle all applicants and communications through our Applicant Tracking System. Resumes emailed direct to other members of our company will not be considered. 

Description

Whiteboard Risk is seeking a highly organized and proactive Workplace Care Coordinator to join our remote team and support our injury response and workers' compensation operations. 

This role functions as the central coordination point for incoming incidents, helping ensure every case is routed, documented, and followed through efficiently from start to finish. Rather than performing clinical triage, this position focuses on dispatching resources, coordinating communication, and managing case flow across injured employees, clients, clinics, and internal teams.

You will play a critical role in keeping cases moving—handling incoming calls and reports, coordinating technician dispatch, ensuring documentation is complete, and maintaining clear communication with all parties involved. This role is ideal for someone who thrives independently, enjoys managing multiple moving pieces, and takes pride in keeping operations organized and on track.

Success in this position requires strong attention to detail, clear communication, and the ability to prioritize effectively. You’ll be a key part of ensuring our clients and their employees receive timely, coordinated support throughout the injury response process.

Key Responsibilities:

  • Serve as the central intake point for new incidents, calls, and report-only submissions
  • Dispatch technicians, coordinate telephonic support, and escalate cases as needed
  • Enter, update, and maintain accurate case information and documentation in Salesforce
  • Track case progression from initial report through claim conversion
  • Ensure all required reporting forms and documentation are completed and properly filed
  • Communicate case updates, outcomes, and next steps to clients, claims managers, and internal teams
  • Monitor open items, follow up on outstanding tasks, and flag delays or issues for escalation
  • Coordinate scheduling, transportation, and follow-ups for injured employees
  • Track authorizations, referrals, and approvals, ensuring timely communication of updates
  • Support communication between employees, clinics, and internal teams
  • Assist employees with general questions and direct them to appropriate resources
  • Support client onboarding, training coordination, and ongoing account updates
  • Maintain organized records, including work status reports and supporting documentation
  • Assist with clinic coordination and provider availability as needed
  • Support internal teams with case setup, policy updates, and reporting requirements

Qualifications:

  • 2+ years of experience in a dispatch, coordination, administrative, or operations-focused role
  • Experience in insurance, workers’ compensation, healthcare coordination, or a similar environment preferred
  • Strong organizational skills with the ability to manage multiple cases and priorities simultaneously
  • Clear and professional communication skills, both written and verbal
  • Detail-oriented with strong follow-through and accountability
  • Experience with Salesforce or similar systems preferred
  • Proficiency in Microsoft Office and standard business tools


Compensation:

$55,000 – $75,000 yearly 

About Whiteboard Risk & Insurance Solutions

We are a modern commercial insurance agency with a very unique platform of services that helps businesses that struggle with workers ' compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.

We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Workers' Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!

Employee Benefits:

  • Competitive Compensation
  • Monthly Health & Wellness Credit
  • Employer-Sponsored Health Care Plan
  • Retirement Plan with up to a 5% match
  • Flexible Paid Time Off
  • Training & Development Support

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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