Settlement (Demand) Negotiator

Revelations Executive Search•Beverly Hills, CA

5d•Onsite

About The Position

The Settlement (Demand) Negotiator serves as the firm’s negotiating voice with insurance carriers after a demand letter is sent. The role owns negotiation activity for assigned pre-litigation bodily injury claims involving auto, premises, and commercial or truck matters, with the goal of achieving a strong, fair settlement for each client and moving each file to resolution or litigation without delay. The Negotiator is the exclusive point of contact for the adjuster on each assigned file and communicates with adjusters by phone and email. The role coordinates with Case Managers on client updates and treatment status, the Demands team on missing records and supplemental demands, and the Lien team on medical balances and liens. The Negotiator also explains offers, counteroffers, and recommendations to clients. Before responding to an offer, the Negotiator reviews the demand package and evaluates case value, including liability, injuries, treatment, medical bills, wage loss, and other damages. The role establishes and documents a target settlement range and opening position, tracks policy limits and available coverage, and calendars deadlines in Filevine. During negotiations, the Negotiator assesses offers, makes supported counteroffers, follows up with carriers, and records every offer and counter in Filevine on the same day. Policy-limits tenders and UM/UIM matters are coordinated with the handling attorney when appropriate. No offer may be accepted and no settlement may be confirmed to a carrier without documented authority from both the client and the handling attorney. To complete a settlement handoff, the Negotiator confirms that client and attorney approvals are documented, confirms the settlement with the carrier in writing, and hands the file to the Settlement Assistant. Stalled negotiations are promptly referred to the handling attorney for litigation review, with a written negotiation-history summary. This is an on-site position at the Beverly Hills office; remote work is not available. The role is measured by monthly settlement-volume goals, turnaround goals for carrier responses and case resolution or litigation referral, and complete Filevine documentation. Other reasonably related duties may be assigned by the Founder, CAO, or their designee. Employees may also be asked to cover tasks during staff absences and are expected to request supervisor approval for tasks outside their standard role.

Requirements

Strong negotiation, communication, and organizational skills.
Working knowledge of medical records, billing, and insurance coverage, including bodily injury and UM/UIM.
Ability to manage a high-volume caseload under deadlines.
Proficiency with Microsoft Office and email.
Ability to work on-site at the Beverly Hills office; remote work is not available.

Nice To Haves

Prior personal injury settlement or negotiation experience.
Experience with Filevine.
A college degree.

Responsibilities

Take ownership of negotiation activity with the carrier as soon as the Demands team sends a demand letter.
Serve as the exclusive point of contact for adjusters on assigned files and promptly return calls and emails.
Coordinate with Case Managers, the Demands team, and the Lien team regarding client updates, treatment status, records, supplemental demands, balances, and liens.
Explain offers, counteroffers, and settlement recommendations clearly to clients.
Review demand packages, including medical records and bills, medical specials, wage loss, liability evidence, photographs, and police or incident reports.
Evaluate case value and document the target settlement range and opening position in Filevine.
Confirm and track policy limits and identify available coverage, including UM/UIM, additional, commercial, or excess policies.
Calendar and track demand-response deadlines and follow-up dates in Filevine.
Evaluate each carrier offer and make well-supported counteroffers based on records, bills, and liability facts.
Follow up with adjusters when a carrier does not respond to a demand or counteroffer in a timely manner.
Document every offer and counter in Filevine on the same day, including the date, amount, adjuster name, and basis for the position.
Pursue policy-limits tenders when damages meet or exceed available limits and coordinate UM/UIM claims with the handling attorney.
Obtain and document client and handling-attorney authority before accepting or confirming any settlement.
Confirm approved settlements with the carrier in writing and hand the file off to the Settlement Assistant.
Promptly flag stalled negotiations for litigation review by the handling attorney and provide a written summary of negotiation history.
Meet management-set monthly settlement-volume and turnaround goals and maintain complete documentation.
Perform other reasonably related duties as assigned and assist with tasks requested by a supervisor during staff absences.