Teamwork is at the heart of everything we do at Whitley Law Firm. That starts with how we treat each other. When you join Whitley Law Firm, you join a team that lifts each other up. Our lawyers and staff enjoy working together because we all share the same goal: Providing whole-hearted care for our clients while supporting our peers and our community. Just as we take care of our clients, we care for our employees with all our heart.
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. The Settlement Specialist is detail-oriented, proactive, and highly organized, with a strong commitment to ensuring the accuracy and smooth execution of all settlement-related tasks.
- 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.
- 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.
- 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.
- 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
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Protecting our Clients ∙ Empowering our Team ∙ Serving our Community
When you have been injured, there are laws that protect your rights and interests. At Whitley Law Firm in North Carolina, we have a great respect and concern for the law, for the concepts of fairness and justice, and for our seriously injured clients. We represent clients throughout the entire state in all types of civil matters, including personal injury cases (auto accidents, slip and fall injuries, motorcycle accidents, dog bites), and workers’ compensation matters (workplace accidents and injuries). We are committed to the highest quality client service and one-on-one attention to each of our clients as we help them through this difficult time.
(if you already have a resume on Indeed)
