How to hire a case specialist

How to hire a case specialist, step by step

Here's a step-by-step case specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a case specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new case specialist
• Step 8: Go through the hiring process checklist

What does a case specialist do?

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1. Identify your hiring needs

   First, determine the employments status of the case specialist you need to hire. Certain case specialist roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A case specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, case specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of case specialist salaries for various roles:

   Type of Case Specialist	Description	Hourly rate
   Case Specialist	Social and human service assistants provide client services, including support for families, in a wide variety of fields, such as psychology, rehabilitation, and social work. They assist other workers, such as social workers, and they help clients find benefits or community services.	$13-25
   Case Worker	Caseworkers are social workers who watch over the welfare of underprivileged individuals and at-risk families by counseling and providing them with assistance. Usually employed under the government or a local non-profit organization, a caseworker must conduct a thorough interview and house visits to determine the needs of the family... Show more	$14-26
   Case Aide	A case aide is responsible for supporting the community operations and projects to provide high-quality services for the citizens and assist them with the resources for their daily needs. Case aides are also employed in a health care institution or private households to look for patients and monitor their conditions... Show more	$12-19

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Management System
   • Data Entry
   • Patients
   • Phone Calls
   • Social Work
   • Triage
   • Strong Customer Service
   • Probate
   • Court Papers
   • Rehabilitation
   • Medical History
   • Outbound Calls
   • Summonses
   • Medicaid

   Check all skills

   Responsibilities:

   • Initial triage of members, administrative intake of members and managing the admission/discharge information post-notification.
   • Verify appropriate CPT and CLIN codes are assign to each case.
   • Verify appropriate CPT and CLIN codes are assign to each case so organization can be bill correctly.
   • Recognize on several occasions for providing quality care which result in saving numerous patients lives
   • Schedule non-emergency transportation for Medicaid recipients to Medicaid billable appointments via phone and fax.
   • Provide Medicaid enrollment services for the agency as a state certify Medicaid enrollment specialist.

   More case specialist duties

3. Make a budget

   Including a salary range in your case specialist job description is a great way to entice the best and brightest candidates. A case specialist salary can vary based on several factors:

   • Location. For example, case specialists' average salary in south dakota is 48% less than in california.
   • Seniority. Entry-level case specialists earn 48% less than senior-level case specialists.
   • Certifications. A case specialist with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a case specialist's salary.

   Average case specialist salary

   $39,646yearly

   $19.06 hourly rate

   ---

   Entry-level case specialist salary

   $28,000 yearly salary

   Updated January 31, 2026

   Average case specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$58,149	$28
   2	District of Columbia	$52,387	$25
   3	New Jersey	$47,602	$23
   4	New York	$46,651	$22
   5	Washington	$45,902	$22
   6	Florida	$44,557	$21
   7	Minnesota	$43,088	$21
   8	Illinois	$41,985	$20
   9	Colorado	$40,995	$20
   10	Connecticut	$40,828	$20
   11	Oregon	$40,719	$20
   12	Texas	$40,290	$19
   13	Nevada	$39,408	$19
   14	Idaho	$37,302	$18
   15	Pennsylvania	$36,834	$18
   16	Maine	$36,010	$17
   17	North Carolina	$35,181	$17
   18	Massachusetts	$33,617	$16
   19	Indiana	$33,360	$16
   20	Nebraska	$33,074	$16

   Average case specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Fifth Third Bank	$60,810	$29.24	2
   2	Integra LifeSciences	$52,435	$25.21
   3	QTC Management	$50,878	$24.46	1
   4	Travis County	$46,498	$22.35
   5	Univ Of Colorado-Colorado Spgs	$46,290	$22.25
   6	Care New England Health System	$45,741	$21.99	52
   7	Nexion Health	$44,801	$21.54	1
   8	MassMutual	$44,615	$21.45
   9	Center on Juvenile and Criminal Justice	$43,630	$20.98
   10	The Travelers Companies	$42,741	$20.55	50
   11	Parker Global Strategies	$41,508	$19.96
   12	Macomb County	$41,304	$19.86	4
   13	Western & Southern Financial Group	$41,047	$19.73
   14	Associated Materials Group, Inc.	$40,290	$19.37
   15	Starting Point	$40,290	$19.37	2
   16	Sun Life	$40,144	$19.30	11
   17	Dakota Holding Corporation	$40,144	$19.30	10
   18	The Independent Traveler	$40,139	$19.30	16
   19	Children's Home Society of Florida	$40,126	$19.29	41
   20	ICDR	$40,066	$19.26

4. Writing a case specialist job description

   A case specialist job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a case specialist job description:

   Case specialist job description example

   The Large Case Pension Specialist is responsible for a broad range of pension income tax withholding and reporting activities for Aetna's Large Case Pension defined benefit business. This includes:-Ensuring accurate tax withholding of monthly and lump sum pension benefits to participants.- Assisting in the accurate production of annual tax statements to participants.-Timely and accurate handling of participant tax inquiries.- Effective coordination of tax issues received from clients, external parties, and internal Aetna areas.-Responding to IRS, State, and Local requests to implement tax levies. Responding to Child Support Orders, IRS Penalty Notices, and IRS B-Notice.-Resolving difficult/sensitive tax situations and complaints.-Reviewing federal and state tax changes. Coordinate tax changes with IT. Communicate changes to LCP participants as needed. -Ensuring department awareness and compliance with LCP tax policy and tax laws and regulations. -Developing knowledge of other Team functions, including compliance and privacy support, experience rating, benefit payment fees, and other miscellaneous product support functions.
   Required Qualifications
   
   - 7 years strong knowledge/experience with Tax Laws and Regulations. -5 years effective Leadership/Management skills (this position is not currently a manager position, but it is a pipeline for a manager position).-7 years experience dealing with multiple audiences (payees, plan sponsors, attorneys, internal audiences).-7 years experience proven problem solving/analytical ability/math aptitude.
   
   Preferred Qualifications
   
   -Defined Benefit pension knowledge.-Knowledge of IBSS (benefit payment system).-Knowledge of OneSource (tax vendor system).-SQL knowledge (QMF queries)-Masters degree
   
   Education
   
   Bachelor's degree or equivalent experience.
   
   Business Overview
   
   At Aetna, a CVS Health company, we are joined in a common purpose: helping people on their path to better health. We are working to transform health care through innovations that make quality care more accessible, easier to use, less expensive and patient-focused. Working together and organizing around the individual, we are pioneering a new approach to total health that puts people at the heart.
   
   We are committed to maintaining a diverse and inclusive workplace. CVS Health is an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring or promotion based on race, ethnicity, gender, gender identity, age, disability or protected veteran status. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.

   Copy this example

   

5. Post your job

   There are a few common ways to find case specialists for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your case specialist job on Zippia to find and recruit case specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with case specialist candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new case specialist

   Once you have selected a candidate for the case specialist position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new case specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire a case specialist?