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.