Settlement Disbursement Coordinator

Steele Adams HosmanCottonwood Heights, UT

About The Position

The Settlement Disbursement Coordinator is responsible for managing the financial details of personal injury cases from intake through final settlement disbursement. This person works closely with attorneys, paralegals, clients, medical providers, health insurance companies, trust accounting, and accounts payable. The main goal is to make sure settlement funds are paid out accurately, timely, and with proper documentation. This role requires someone who is detail-oriented, organized, reliable, comfortable with numbers, professional in communication, and able to problem-solve. It involves being willing to learn the process, ask good questions, identify issues early, and take responsibility for making sure things don't fall through the cracks.

Requirements

  • Detail-oriented
  • Organized
  • Reliable
  • Comfortable with numbers
  • Professional communication skills
  • Ability to problem-solve
  • Willingness to learn the process
  • Ability to ask good questions
  • Ability to identify issues early
  • Ability to take responsibility for tasks
  • Good follow-up skills
  • Ability to take ownership of problem solving
  • Ability to manage projects and project details
  • Ability to spot inconsistencies
  • Ability to ask thoughtful questions
  • Ability to take responsibility for moving cases forward

Nice To Haves

  • Experience in bookkeeping
  • Experience in accounts payable
  • Experience in medical billing
  • Experience in legal trust accounting
  • Experience in personal injury
  • Comfort with tools like Filevine, Airtable, Outlook, and Excel

Responsibilities

  • Manage the financial details of personal injury cases from intake through final settlement disbursement.
  • Work with attorneys, paralegals, clients, medical providers, health insurance companies, trust accounting, and accounts payable.
  • Ensure settlement funds are paid out accurately, timely, and with proper documentation.
  • Confirm medical bills, health insurance liens, case expenses, and provider balances for attorneys and paralegals.
  • Request reductions from medical providers to help maximize the client’s final recovery.
  • Prepare estimated and final settlement disbursement breakdowns for paralegals, attorneys, and clients.
  • Coordinate with trust accounting and accounts payable until providers, lienholders, and clients are paid.
  • Track multiple cases at different stages and ensure nothing falls through the cracks.
  • Assign tasks and potentially train team members.
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