Settlement Success Specialist Job at THE ALFRED FIRM PC, Houston, TX

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  • THE ALFRED FIRM PC
  • Houston, TX

Job Description

About The Alfred Firm

We are an entrepreneurial, ambitious, and growth-oriented firm that rewards hard work and results. Together, we have built a culture of professionalism, extreme ownership, and client-centered service. We believe in supporting one another, investing in growth, and celebrating wins. We maintain a fun and engaging work environment where ideas flow freely.

Fueled by cutting-edge technology and forward-thinking processes, our passion for excellence drives everything we do. As we grow, we seek A-Players ready to take ownership, accelerate their careers, and make a real impact alongside us.

What We Offer

  • Work in a culture that values integrity, collaboration, and continuous learning
  • Enjoy clear roles, transparent communication and leadership support grounded in business principles
  • Access to industry-leading tools and technology
  • Thrive in a workplace that supports wellness, work-life balance and professional growth
  • Contribute to a firm with deep community roots and a bold vision for regional leadership

What You’ll Do

The Alfred Firm is seeking to hire a Settlement Success Specialist with 2+ years of experience within a personal injury law firm. Due to our growing needs, we are looking to hire a Settlement Success Specialist to support clients during the settlement and case-resolution process. Ideal candidates would possess organizational skills, be detail oriented, and have effective communication skills.

We are looking for individuals who can work well independently but also in a team environment and with many different clients and staff members. Candidates that have experience with settlement disbursement in plaintiff’s personal injury are strongly preferred.

RESPONSIBILITIES INCLUDE

Settlement Lifecycle Management

Own the post-settlement process from resolution through final disbursement, ensuring all settlement milestones, documentation, and financial requirements are completed accurately and efficiently.

Settlement & Financial Coordination

Prepare and review settlement documentation, assist with settlement statements, monitor incoming settlement funds, coordinate disbursements, and collaborate with the accounting team to ensure accurate financial processing and compliance.

Client Experience & Communication

Serve as a primary point of contact for clients during the settlement phase, providing timely updates, setting clear expectations, obtaining required documentation and signatures, and delivering a high-touch client experience through case resolution.

Lien Resolution & Documentation Management

Coordinate the collection, review, and organization of lien information, medical balances, settlement documents, releases, and supporting records to facilitate timely case closure and disbursement.

Cross-Functional Collaboration

Work closely with attorneys, trial team, intake personnel, and accounting staff to ensure seamless communication, proactive issue resolution, and efficient movement of cases through the settlement process.

Case Management & Data Integrity

Maintain accurate, detailed, and timely updates within firm systems, ensuring all settlement-related activities, documentation, and communications are properly tracked and documented.

QUALIFICATIONS

Minimum of 2 years of experience in a personal injury law firm, with a strong understanding of the settlement process, case lifecycle, medical records and billing, lien resolution, and post-settlement case management.

Experience handling settlement statements, disbursement coordination, financial reconciliations, payment tracking, accounting support, billing, accounts payable/receivable, or other financial administration functions within a legal or professional services environment.

Strong computer and technology skills with experience using CRM, case management, and accounting software. Experience with HubSpot, QuickBooks, or similar platforms is highly preferred. 

Exceptional organizational skills with the ability to manage a high-volume workload, prioritize competing deadlines, and maintain accuracy in a fast-paced environment.

Excellent verbal and written communication skills with a commitment to delivering outstanding client service. Ability to communicate professionally and compassionately with clients during the settlement and case-resolution process.

Benefits

  • Medical
  • Dental
  • Vision
  • PTO
  • Hybrid work schedule

Salary - $25.00 - $30.00/hr

Equal Opportunity Employer

The Alfred Firm is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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