Settlement Disbursement Specialist

About The Role

We are looking for an experienced Settlement Disbursement Specialist to own the final stage of every resolved personal injury case from settlement agreement through funding, lien resolution, trust account coordination, disbursement, and file closure. This is a critical in-office role for someone proactive, highly organized, and detail-oriented, who takes pride in moving files efficiently and delivers a seamless client experience. You will work closely with attorneys, case managers, lien negotiators, and medical providers to ensure every settlement is handled accurately, timely, and with the high level of care clients expect at one of the most important moments in their case.

• Managing settlement files from agreement through final disbursement and closure
• Coordinating insurance carrier settlement paperwork and follow-up
• Reviewing and tracking releases
• Monitoring funding status and ensuring timely payment
• Communicating with clients throughout settlement and disbursement
• Preparing settlement statements and disbursement packages
• Coordinating trust account disbursements
• Issuing checks to clients, medical providers, lienholders, and referral partners
• Tracking and resolving medical liens
• Negotiating lien reductions when appropriate
• Working closely with bookkeeping/accounting regarding trust account compliance and reconciliations
• Maintaining accurate notes, deadlines, and workflow in CASEPeer
• Ensuring clean and timely file closures
• Identifying bottlenecks and improving settlement systems/processes

• Minimum 3 years of personal injury settlement/disbursement experience
• Familiarity with lien negotiation, medical billing, settlement disbursement, and trust accounts
• Experience with legal case management software (Case Peer or similar preferred)
• Experience working with bookkeepers and accounting teams
• Exceptional attention to detail, organization, and ability to manage a high-volume caseload
• Strong written and verbal communication skills
• Ability to handle confidential client, firm, and financial information with discretion
• Ability to prioritize multiple settlement files at once
• Problem solver who takes initiative without being told what to do
• Team player who values co-workers
• Bilingual English/Spanish a plus, but not required

• Competitive pay DOE + bonus
• Health insurance
• PTO
• Paid holidays
• Growth opportunities

$60,000 - $80,000 yearly