Team Lead

• Lead and develop the settlement negotiators and support team
• Hire, onboard, train, and manage team performance
• Conduct structured one-on-ones, file reviews, and coaching sessions
• Build individual development plans for team members
• Address performance and conduct issues in partnership with Human Resources
• Own department KPIs, including settlement volume, average settlement value, policy-limits capture rate, net client recovery, stage times, aged-file exposure, demand turnaround, and productivity
• Set performance standards based on jurisdiction, case type, treatment posture, coverage, and liability profile
• Review pipeline and performance data and diagnose operational causes
• Report department performance, forecasts, and risks to firm leadership
• Manage aged and stalled inventory
• Serve as final internal authority on case valuation and settlement strategy within approval limits
• Review and approve demand packages, settlement authority requests, and counteroffers
• Apply and teach valuation methodology across injury types, including soft tissue, injections, surgery, and traumatic brain injury
• Identify bad faith setups, policy-limits opportunities, UM/UIM exposure, and coverage issues
• Personally handle or co-handle high-exposure and sensitive negotiations
• Maintain and improve SOPs, checklists, templates, and case-stage definitions
• Partner with medical management on treatment monitoring, records, billing, reductions, and lien resolution
• Coordinate with intake, case management, and litigation for clean handoffs
• Ensure negotiated resolutions are documented, compliant, client-approved, and disbursed accurately and timely
• Implement and measure technology, reporting, and workflow improvements
• Set standards for client settlement counseling and communication
• Ensure communication in clients' preferred language
• Resolve escalated client concerns and improve processes based on them

Settlement Department Team Lead

• Lead and develop the settlement negotiators and support team through hiring, onboarding, training, performance management, one-on-ones, file reviews, coaching, and development plans
• Own department KPIs including settlement volume, average settlement value, policy-limits capture rate, net client recovery, pre-suit stage time, aged-file exposure, demand turnaround, and negotiator productivity
• Set performance standards based on jurisdiction, case type, treatment posture, coverage, and liability profile
• Review pipeline and performance data, diagnose performance changes, and take corrective action
• Report department performance, forecasts, and risks to firm leadership
• Manage aged and stalled inventory
• Serve as final internal authority on case valuation and settlement strategy within approval limits
• Review and approve demand packages, settlement authority requests, and counteroffers
• Apply and teach valuation methodology across injury types, including soft tissue, injections, surgical intervention, and traumatic brain injury
• Identify bad faith setups, policy-limits opportunities, UM/UIM exposure, and coverage issues
• Personally handle or co-handle high-exposure and sensitive negotiations
• Maintain and improve standard operating procedures, checklists, templates, and case-stage definitions
• Partner with medical management on treatment monitoring, records and billing completeness, reductions, and lien resolution
• Coordinate with intake, case management, and litigation for clean handoffs and feedback on case quality
• Ensure negotiated resolutions are documented, compliant, client-approved, and disbursed accurately and timely
• Implement and measure technology, reporting, and workflow improvements
• Set standards for client settlement counseling and communication
• Resolve escalated client concerns and improve processes based on them

• Lead and develop the settlement negotiators and support team through hiring, onboarding, training, and performance management
• Conduct structured one-on-ones, file reviews, and coaching sessions with documented follow-up
• Build individual development plans focused on valuation accuracy, negotiation skill, and file velocity
• Address performance and conduct issues in partnership with Human Resources
• Own department KPIs, including settlement volume, average settlement value, policy-limits capture rate, net client recovery, pre-suit stage time, aged-file exposure, demand turnaround, and negotiator productivity
• Set individual and team standards accounting for jurisdiction, case type, treatment posture, coverage, and liability profile
• Review pipeline and performance data weekly, diagnose causes of performance changes, and take corrective action
• Report department performance, forecasts, and risks to firm leadership
• Manage aged and stalled inventory
• Serve as final internal authority on case valuation and settlement strategy within approval limits
• Review and approve demand packages, settlement authority requests, and counteroffers
• Apply and teach valuation methodology across injury types, including soft tissue, injections, surgical intervention, and traumatic brain injury
• Identify bad faith setups, policy-limits opportunities, UM/UIM exposure, and coverage issues
• Personally handle or co-handle high-exposure and sensitive negotiations
• Maintain and improve SOPs, checklists, templates, and case-stage definitions
• Partner with medical management on treatment monitoring, records, billing, reductions, and lien resolution
• Coordinate with intake, case management, and litigation for clean handoffs and feedback on case quality
• Ensure negotiated resolutions are documented, compliant, client-approved, and disbursed accurately and timely
• Bring forward and implement technology, reporting, and workflow improvements
• Set standards for client settlement counseling and clear valuation communication
• Ensure client communication occurs in clients' preferred language
• Resolve escalated client concerns and identify process improvements