Settlement Specialist

Job Overview Whitley Law Firm is looking for an experienced Settlement Specialist to join our Accounting team. Employees share a mission of obtaining the best results for our deserving clients. Role Description The Settlement Specialist plays a key role in ensuring the efficient and timely settlement of personal injury cases within the accounting team. This position works closely with Case Managers, Attorneys, and other team members to facilitate the settlement process. Key Responsibilities Subrogation Management: Identify and verify subrogation details, including sending Letters of Representation to the appropriate parties. Navigate subrogation portals such as Medicare, Medicaid, Optum, HMS/Solaris, etc. for lien updates. Research and open subrogation case files for health insurance companies (Medicare, Medicare Advantage, Medicaid, State Health Plan, etc.). Provider Communication: Regularly update provider balances (every 30 days) by reviewing statements and contacting provider offices via phone, email, or other methods as needed. Ledger Maintenance: Ensure the settlement ledger is accurate and up-to-date by entering correct balance and subrogation lien information well in advance of settlement. Billing Coordination: Request and manage updated medical bills as directed by case managers, negotiators, or attorneys. Disbursement Coordination: Prepare disbursement sheets accordingly and submit for approval of disbursement checks. Required Skills & Abilities Communication Skills: Strong verbal and written communication skills with the ability to engage effectively with internal teams, financial institutions, medical providers, and lien holders. Attention to Detail: Exceptional attention to detail with a focus on accuracy in managing balances and lien information. Organization: Highly organized, with the ability to manage multiple priorities and deadlines simultaneously. Technology Proficiency: Proficient in Microsoft Office Suite, particularly Excel, and case management software (CSM) such as Needles, GrowPath, FileVine, or similar software. Knowledge of Subrogation: Strong understanding of health insurance subrogation processes, lien resolution, and their impact on settlement disbursements. Customer Service: Excellent interpersonal skills with the ability to maintain professionalism and strong working relationships with external and internal parties/clients. Education & Experience Requirements High School diploma or equivalent required. Associate's degree in finance, accounting, or similar field preferred. At least two (2) years of experience with legal and/or medical billing required. Must have demonstrated experience with utilizing mathematical skills and analyzing numbers. Benefits 401(k) Retirement Plan eligibility + Employer contribution after 6 months Medical, Dental, Vision insurance + Employer contribution Medical and Dependent Care Savings Accounts: HSA, FSA, DCA Company paid Life Insurance and Short-Term Disability (STD) Paid time off (PTO) + 12 Company Paid Holidays, and Birthday PTO Additional time off: Wellness Days and Community Volunteer Days Employee Assistance Program (EAP) Parental leave after 1 year of service Schedule Anticipated Schedule: Monday - Friday | 40 hours weekly, flexible between the hours of 7:30am - 5:30pm #J-18808-Ljbffr Whitley Law Firm