Settlement Coordinator Assistant
- .
- Requirements: maybe Education And Experience, Physical Requirements? Could be Requirements section.
- Qualifications: maybe Skills/Abilities? Actually Skills/Abilities could be Skills section.
- Benefits: The Perks of Being Part of Our Laborde Earles Community includes benefits: optional events, work-life balance, 36.5 hours full-time, rarely exceed 40-hour workweek, celebrate life moments, collaboration, competitive benefits upon eligibility waiting periods: list of benefits. Also maybe Pay? Not specified. No pay amount given. So we should NOT include Pay section because no specific pay. Schedule: they mention 36.5 hours full-time requirement and rarely exceed 40-hour workweek. That's schedule info. So we can include Schedule section with that detail.
- Benefits: list of benefits.
- Skills: Skills/Abilities list.
- Qualifications: maybe Education And Experience and Physical Requirements? Could be Qualifications.
We need to avoid filler like "commensurate with experience". Not present.
We must not repeat job title as heading.
We must not include cookie/navigation/legal/EEO etc. There's none.
We need to preserve all substantive info. Let's capture:
About the role: The paragraph: "Expanding Personal Injury Law Firm seeks a detail-driven professional to support our Strategic Operations Team Lead, paralegals and attorneys by maintaining accurate, well-organized electronic case files throughout the litigation process and ensuring our clients receive timely and precise disbursals at the conclusion of their case. This role is ideal for someone who is highly organized, team-oriented and an effective communicator - both with internal legal teams and external vendors. Strong communication and computer skills are essential. The ideal candidate is passionate about professionalism, confidentiality, integrity and is aligned with our firm’s Core Values. We are seeking a cheerful, enthusiastic multi-tasker who thrives in a fast-paced environment and takes pride in helping others."
That's about role.
Responsibilities: The bullet points under Objective etc. Let's list each as separate li.
We have:
- Ensure every settled matter is complete, accurate and fully documented prior to disbursement.
- Accountable to verify all lien activity, balance verifications, and settlement documentations are finalized and properly saved before the case is prepped for disbursal.
- Lien Verification Oversight:
- Confirm that all liens (Medicare, Medicaid, provider, etc.) have been requested early in the process.
- Ensure final lien statements have been received and saved in the file before disbursement.
- Balance Verification Review:
- Verify that all balance verifications have been completed by the assigned case handler.
- Ensure proof of reductions or correspondence documenting lien resolution are saved to the file.
- Document and File Audit:
- Confirm all required settlement and disbursal documents are uploaded prior to prepping for disbursal (releases/dismissals).
- Review checklist or case tasks to ensure all required steps are completed and marked as completed.
- Readiness Certification:
- Mark the file as “Ready for Disbursement” once all verification and documentation items are complete.
- Notify the appropriate settlement coordinator that the file has passed readiness review and can move forward with prepping disbursal.
- Accountable to ensure each file remains up to date through close coordination with the assigned case team and the designated paralegal.
- Monitor case files regularly to verify all documents and lien updates are current.
- Communicate with case handlers to obtain missing information or required documentation.
- Collaborate with the designated paralegal to ensure all materials needed for client disbursements are complete and properly filed.
- Track outstanding tasks, lien verifications, balance updates, and settlement documents to maintain full file readiness.
- Ensure that all settlement documents uploaded are accurate, properly labeled, and saved in the correct folder.
- Escalate any delays, missing items, or potential file issues to the case team or supervisor as needed.
That's responsibilities.
Requirements: maybe Education And Experience and Physical Requirements.
Education And Experience:
- High school diploma or equivalent
- Proficient in data entry and management
- Experience working in client-facing legal role preferred
- Strong computer and keyboarding experience
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
We could combine under Requirements.
Qualifications: maybe Core Values alignment? But we already have About the role includes core values. Could treat Qualifications as "passionate about professionalism, confidentiality, integrity and is aligned with our firm’s Core Values." But that's more about role. Might be better to put Skills section for Skills/Abilities.
Skills: list:
- Excellent verbal and written communication skills
- Attention to detail and accuracy
- Maintain confidentiality and discretion regarding firm matters and client information
- Problem analysis and problem-solving
- High level of initiative and proactive nature
- Proficient in Microsoft Office Suite and ability to learn other technologies as needed
- Willingness to perform any/all tasks as assigned by supervisor and/or firm leadership in support of the firm’s growth and success
Benefits: The Perks of Being Part of Our Laborde Earles Community:
- Optional companywide events allowing you to play as hard as you work, such as Crawfish Boils, Christmas parties, Retreats, and more!
- Work-life balance is encouraged as we consider 36.5 hours your full-time requirement and we rarely exceed a 40-hour workweek. We prefer you work to live, not live to work.
- We celebrate life's little (& big) moments with you from birthdays & work anniversaries to marriages and births, as well as, support you when the going gets tough from procedures/hospitalizations to loss of a loved one.
- Collaboration and team member rapport is cheered and emboldened.
- We offer many competitive benefits upon eligibility waiting periods:
- Company-paid Short-term disability & Life/AD&D;
- Health, vision, dental, long-term disability, critical illness, and additional life insurance policies upon eligibility waiting periods;
- 401(k) upon eligibility waiting periods;
- PTO, paid holidays (10), and paid maternity leave;
- Health Savings Account (HSA) and Flexible Spending Account (FSA) including dependent care;
- Employee Assistance Program (EAP).
We could separate schedule from benefits? Schedule: 36.5 hours full-time requirement, rarely exceed 40-hour workweek. That's schedule info. Could be its own section.
But the benefits paragraph also includes that schedule info. Might duplicate. Better to extract schedule separately: "Work-life balance is encouraged as we consider 36.5 hours your full-time requirement and we rarely exceed a 40-hour workweek." That's schedule.
Thus Benefits section will list the perks and benefits excluding schedule line.
Let's craft Benefits:
- Optional companywide events allowing you to play as hard as you work, such as Crawfish Boils, Christmas parties, Retreats, and more!
- We celebrate life's little (& big) moments with you from birthdays & work anniversaries to marriages and births, as well as, support you when the going gets tough from procedures/hospitalizations to loss of a loved one.
- Collaboration and team member rapport is cheered and emboldened.
- Competitive benefits upon eligibility waiting periods:
- Company-paid Short-term disability & Life/AD&D;
- Health, vision, dental, long-term disability, critical illness, and additional life insurance policies;
- 401(k);
- PTO, paid holidays (10), and paid maternity leave;
- Health Savings Account (HSA) and Flexible Spending Account (FSA) including dependent care;
- Employee Assistance Program (EAP).
We need to keep the wording as close as possible but can condense? Must preserve ALL substantive information; do not invent or summarize away detail. We can keep bullet points but must not lose info. It's okay to rephrase slightly as long as we keep meaning. Safer to copy sentences.
We'll produce HTML:
About the role
Expanding Personal Injury Law Firm seeks a detail-driven professional to support our Strategic Operations Team Lead, paralegals and attorneys by maintaining accurate, well-organized electronic case files throughout the litigation process and ensuring our clients receive timely and precise disbursals at the conclusion of their case. This role is ideal for someone who is highly organized, team-oriented and an effective communicator - both with internal legal teams and external vendors. Strong communication and computer skills are essential. The ideal candidate is passionate about professionalism, confidentiality, integrity and is aligned with our firm’s Core Values. We are seeking a cheerful, enthusiastic multi-tasker who thrives in a fast-paced environment and takes pride in helping others.
Responsibilities
- Ensure every settled matter is complete, accurate and fully documented prior to disbursement.
- Accountable to verify all lien activity, balance verifications, and settlement documentations are finalized and properly saved before the case is prepped for disbursal.
- Lien Verification Oversight:
- Confirm that all liens (Medicare, Medicaid, provider, etc.) have been requested early in the process.
- Ensure final lien statements have been received and saved in the file before disbursement.
- Balance Verification Review:
- Verify that all balance verifications have been completed by the assigned case handler.
- Ensure proof of reductions or correspondence documenting lien resolution are saved to the file.
- Document and File Audit:
- Confirm all required settlement and disbursal documents are uploaded prior to prepping for disbursal (releases/dismissals).
- Review checklist or case tasks to ensure all required steps are completed and marked as completed.
- Readiness Certification:
- Mark the file as “Ready for Disbursement” once all verification and documentation items are complete.
- Notify the appropriate settlement coordinator that the file has passed readiness review and can move forward with prepping disbursal.
- Accountable to ensure each file remains up to date through close coordination with the assigned case team and the designated paralegal.
- Monitor case files regularly to verify all documents and lien updates are current.
- Communicate with case handlers to obtain missing information or required documentation.
- Collaborate with the designated paralegal to ensure all materials needed for client disbursements are complete and properly filed.
- Track outstanding tasks, lien verifications, balance updates, and settlement documents to maintain full file readiness.
- Ensure that all settlement documents uploaded are accurate, properly labeled, and saved in the correct folder.
- Escalate any delays, missing items, or potential file issues to the case team or supervisor as needed.
- for any list of duties/requirements/benefits. It didn't forbid nested lists. Could flatten but okay. Simplify: maybe just list each bullet as top-level li,