Settlements Specialist
Responsibilities
- Client Communication and Support
- Serve as the main point of contact for clients and manufacturers in the settlements department, addressing inquiries, providing updates, and offering guidance on the settlement process.
- Conduct outbound calls to clients to discuss settlement offers, gather necessary information, and explain legal terms and procedures.
- Maintain a professional and empathetic demeanor while interacting with clients, ensuring their needs and concerns are addressed effectively.
- Respond promptly to client inquiries via phone, email, or other communication channels.
- Drafting Legal Documents
- Prepare and draft settlement agreements, release forms, and other legal documents in accordance with client instructions, firm policies, and legal requirements.
- Review and edit draft documents for accuracy, clarity, and completeness, ensuring that all terms and conditions are accurately reflected and legally sound.
- Coordinate with attorneys and other team members to finalize and execute legal documents in a timely manner.
- Documentation and Record-Keepin
Maintain thorough and accurate records of all communications, negotiations, and documentation related to settlement efforts in our case management system. - Ensure that client files are organized, up-to-date, and compliant with firm protocols and legal standards.
- Track deadlines and milestones associated with settlement negotiations, proactively following up on outstanding tasks and ensuring that timelines are met.
- Collaboration and Coordination
- Collaborate closely with attorneys, paralegals, and other team members to coordinate settlement efforts and share relevant information and updates.
- Schedule meetings, appointments, and conference calls related to settlement negotiations.
- Act as a liaison between clients and the legal team, conveying important information and ensuring clear communication throughout the settlement process.
Requirements
Qualifications
- Previous experience in a legal assistant or similar role, with a focus on both client communication and drafting legal documents.
- Experience with Salesforce highly preferred.
- Excellent verbal and written communication skills, with the ability to explain complex legal concepts clearly and effectively.
- Strong drafting and editing skills, with exceptional attention to detail and the ability to produce accurate and professional legal documents.
- Demonstrated ability to carefully review documents, correspondence, and case information to identify errors, inconsistencies, or missing information before submission.
- Knowledge of legal terminology, procedures, and principles related to lemon law cases preferred.
- Ability to multitask, prioritize tasks, and work efficiently in a fast-paced, deadline-driven environment.
- Proficiency in Microsoft Office and experience with legal document preparation software or case management systems preferred.
- Bilingual in Spanish highly preferred.
Education
- High school diploma or equivalent required.
- College degree strongly preferred.
- Additional education or training in legal studies, paralegal studies, or a related field preferred.
Benefits
We’re committed to supporting the well-being and success of our team through a robust and thoughtfully designed benefits package, including:
- 401(k) with Employer Match – Plan for your future with confidence and company support.
- Health, Dental, and Vision Insurance – Comprehensive coverage to keep you and your family healthy.
- Short-Term, Long-Term Disability & Life Insurance – Financial protection for life’s unexpected events.
- Paid Parking – Convenient and covered, so you can focus on your day.
- Generous Paid Time Off – Ample time to rest, recharge, and take care of personal matters.
- Employee Referral Program – Earn rewards for introducing talented individuals to our team.
- Employee Assistance Program (EAP)– Confidential resources for personal and professional support.
- Employee Discount Program – Access to exclusive savings on a variety of products and services.
- Compensation: $30-35/hr
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