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About the Role
Paramount Settlement Advisors is seeking a candidate who demonstrates initiative and accountability to support Case Managers and the advisor team by managing lead follow-up, financial illustration production, case organization, and administrative tasks. This role requires proactive follow-up, independent problem-solving, and clear communication to ensure accuracy and reliability in client service.
Responsibilities
- Drive follow-up of incomplete leads, coordinating with internal team members and communicating directly with external contacts to collect missing information.
- Ensure every lead is complete and ready for conversion.
- Timely and accurately produce financial illustrations using firm-specific software.
- Proof and prepare physical and digital illustrative and presentation materials for client meetings.
- Maintain organized, accurate, and up-to-date case files in case management software.
- Track key documents, outstanding items, and case milestones, logging all follow-up attempts and actions.
- Create and maintain physical and digital case folders upon lead conversion.
- Prepare case end-of-life documents.
- Scan and digitize physical case file documents into the firm's database and filing system.
- Maintain general internal recordkeeping responsibilities.
Requirements
- 1 – 3 years of experience as a paralegal or in a similar legal support role.
- Personal injury experience is preferred.
- Strong organizational and critical thinking skills.
- High attention to detail.
- Ability to manage multiple tasks and follow through consistently.
- Clear and professional written and verbal communication skills.
- Comfortable communicating by phone and email with paralegals and attorneys.
- Growth mindset with a willingness to learn, take on new challenges, and continuously improve.
Skills
- Organizational skills
- Critical thinking
- Attention to detail
- Task management
- Follow-through
- Written communication
- Verbal communication
- Professional communication
- Case management software proficiency
- Document management
- Recordkeeping
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1-3 years
Salary/Compensations
- Competitive salary with bonus potential
Benefits
- Health insurance
- 401K firm matching
- Paid time off
- Monthly team events
About the Company
- Paramount Settlement Advisors is a leading settlement planning provider partnering with personal injury law firms to deliver planning-first solutions for plaintiffs and their families.
- Our work incorporates complex legal review, public benefit analysis, and planning strategies designed to protect clients’ long-term interests.
- We focus on providing services that help ensure accurate and complete health insurance liens associated with personal injury recoveries, while supporting plaintiffs as they transition to life after settlement.
- Our lien resolution and settlement planning teams work closely together, so attorneys and plaintiffs receive clear, consistent guidance and can move through the settlement process with confidence.
- At Paramount, culture is the engine that powers our performance.
- We value sound judgment over shortcuts, clarity over convenience, and truth over comfort.
- Our goal is to help our clients achieve better outcomes and set best-practice standards in a profession where accuracy is as important as advocacy.