Settlement Case Manager

Kaas Settlement Consulting | Newport Beach, CA | Full-Time, On-Site

Kaas Settlement Consulting is a boutique, high-volume structured settlement and financial planning firm — and one of the top producers in the country. We help injured individuals and their families navigate complex settlement decisions involving structured payments, trusts, government benefits, and long-term financial planning.

The work is fast-moving, detail-heavy, and deeply human.

The Role

We’re looking for a sharp, highly organized Settlement Case Manager to own cases from intake through policy issuance.

You’ll be the primary point of contact for clients while also driving the operational work behind the scenes — coordinating with attorneys, financial advisors, trust professionals, insurance partners, and our internal team to make sure nothing falls through the cracks.

This is a strong fit for someone from wealth management, financial services, insurance, legal services, paraplanning, or high-touch client service who is accustomed to managing complex work with urgency and precision.

We will train the right person on structured settlements.

What You’ll Do

• Own cases from intake through completion, including documentation, follow-up, correspondence, and policy issuance

• Serve as a responsive, reassuring point of contact for clients and families

• Coordinate closely with attorneys, advisors, trust professionals, and other partners

• Prepare quotes, proposals, settlement documents, policies, and related correspondence

• Maintain accurate case files and deadlines in Salesforce, Asana, and shared systems

• Anticipate issues, prioritize independently, and keep multiple time-sensitive cases moving

What We’re Looking For

• 2+ years in financial services, wealth management, insurance, legal services, or another high-touch professional environment

• Exceptional organization and follow-through

• Strong written and verbal communication

• Comfortable working with spreadsheets, financial documents, and detailed case files

• Calm, responsive, and empathetic with clients — including people navigating difficult circumstances

• Able to prioritize independently in a fast-paced environment where details matter

• Microsoft Office proficiency; Salesforce experience is a plus

• Able to work fully on-site in Newport Beach

Why Kaas?

You’ll work directly with one of the country’s leading settlement planners on cases that can genuinely change the trajectory of a family’s life. This is a small, high-performing team where you’ll receive hands-on training, meaningful responsibility, and significant opportunity to grow.

Please apply through our recruiting partner, Widger Talent, for prompt consideration.