Case Coordinator

Kaas Settlement Consulting helps individuals and families navigate life-changing financial transitions after injury, loss, or litigation. We blend technical settlement expertise with deep empathy "” every case here is a transition, not a transaction. We're a small, busy, mission-driven team, and we're looking for a Case Coordinator who's ready to be an essential part of it.The RoleThink of this as a financial emergency room where the work is meaningful, the pace is relentless, and the details matter enormously. As Case Coordinator, you'll be the operational heartbeat of our cases "” managing the flow between clients, attorneys, and the internal team, running quotes, preparing and reviewing settlement documents, and keeping every case moving accurately and on time. It's a mid-level role with a genuine growth path: strong performers at Kaas Settlement Consulting advance quickly, and the compensation reflects it.What You'll DoManage cases from intake through resolution, tracking every deadline and ensuring nothing falls through the cracksCoordinate with attorneys, clients, and external partners to gather documents, process applications, and move cases forwardRun quotes and proposals; prepare, review, and organize settlement documents, case files, and correspondenceServe as a professional, empathetic point of contact for clients and their familiesMaintain accurate records and case notes in Salesforce; keep digital files organized and currentSupport senior Case Coordinators and Settlement Planners in client meeting prep and case documentationIdentify process improvements and contribute to team coverage and efficiency as neededWhat We're Looking ForPrior experience in legal, financial, or professional services strongly preferred; case management or high-volume admin background a plusDetail-oriented "” you catch what others miss and understand why it mattersSelf-starter who takes initiative without waiting to be told what needs doingCalm under pressure; able to manage a fast inbox and shifting priorities without losing your footingGenuine empathy "” our clients are often grieving, overwhelmed, or in crisis, and how you show up for them mattersProficient in Salesforce and Microsoft Office (Excel, Outlook, Word)Comfortable and enthusiastic about AI tools "” we're a fully paperless, tech-forward officeSpanish-speaking preferredCompensation & Benefits strong base salary DOE, with meaningful room to grow. Benefits include 401(k), profit sharing (~7% of salary), $500/month employer contribution toward health insurance, dental & vision, standard holidays, and 2-4 weeks PTO escalating with tenure. Bonus eligibility from year one.This position is in-person in Newport Beach, CA. Please do not apply if that doesn't work for you.

Created: 2026-05-09