Settlement Disbursement Coordinator
The Settlement Disbursement Coordinator is responsible for managing the financial details of personal injury cases from intake through final settlement disbursement. This person works closely with attorneys, paralegals, clients, medical providers, health insurance companies, trust accounting, and accounts payable. The main goal is to make sure settlement funds are paid out accurately, timely, and with proper documentation.
This role requires someone who is detail-oriented, organized, reliable, comfortable with numbers, professional in communication, and able to problem-solve. It involves being willing to learn the process, ask good questions, identify issues early, and take responsibility for making sure things don't fall through the cracks.
Key Responsibilities
- This role is responsible for the financial details of personal injury cases.
- You would work with attorneys, paralegals, clients, medical providers, health insurance companies, and accounting.
- The main goal is to make sure settlement funds are paid out accurately, timely, and with proper documentation.
- You would confirm medical bills, health insurance liens, case expenses, and provider balances for attorneys and paralegals at any point in the case, but especially at disbursement.
- You may request reductions from medical providers to help maximize the client’s final recovery.
- You would prepare estimated and final settlement disbursement breakdowns for paralegals, attorneys, and clients.
- You would coordinate with trust accounting and accounts payable until providers, lienholders, and clients are paid.
- This role involves tracking multiple cases at different stages and making sure nothing falls through the cracks.
- This role includes assigning tasks and may involve training team members.
- The best fit is someone detail-oriented, organized, reliable, good with follow-up, comfortable with numbers, professional in communication, and able to take ownership of problem solving.
- Experience in bookkeeping, accounts payable, medical billing, legal trust accounting, or personal injury is helpful, but we will provide training.
- Comfort with tools like Filevine, Airtable, Outlook, and Excel is a plus.
A strong candidate will be able to manage projects and project details, spot inconsistencies, ask thoughtful questions, and take responsibility for moving cases forward. Because this role involves client funds, medical liens, settlement documentation, and coordination with accounting, accuracy, ownership and follow-through are critical.
We look forward to meeting qualified candidates!
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