Client Engagement Specialist at SYNERGY SETTLEMENT SERVICES INC

Orlando, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

0.0

Posted On

23 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Database Management, Microsoft Office Suite, Administrative Functions, Collaboration, Client Relationship Management, Intake Document Preparation, Mail Processing, Professional Attitude, Attention to Detail, Time Management, Problem Solving, Follow-Up, Teamwork, Autonomy

Industry

Legal Services

Description

Description The Client Engagement Specialist is a cornerstone of our organization, embodying our corporate ethos and consistently delivering exceptional service to our clients. They execute tasks precisely, meeting designated timelines, while maintaining professional interactions with colleagues and clients to ensure a seamless experience. Their unwavering commitment to providing world-class customer service to clients and vendors is not just important but indispensable. With a remarkable ability to collaborate effectively within the team and autonomously as needed, they are versatile assets to our organization. At the heart of their role lies the cultivation and strengthening of client relationships, guaranteeing their satisfaction, and nurturing enduring partnerships. Requirements The duties and responsibilities of this position include but are not limited to those listed below. Maintain active participation on the phone queue, accepting inbound phone calls, providing superior customer service, and routing to the appropriate Synergy contact when necessary. Review and organize the Intake Outlook mailbox multiple times daily to ensure that all new and existing inquiries are completed timely. Generate new case files in ESP in accordance with current file opening protocols. Prepare required intake documents, send to necessary parties, and consistently follow up until all documents are returned. Input incoming mail and faxes to the appropriate ESP file, clearly documenting content, and notifying Synergy contact of receipt. Maintain professional communication with clients and lienholders. Specialize in one Synergy line of business as directed by management while maintaining a broad understanding and knowledge of all lines of business. General administrative office functions such as answering the phone, distributing fax communications, and US Mail processing and distribution. Initial reporting of Synergy Lien Resolution Services assigned cases to the various State Medicaid offices, ERISA/Private insurers, FEHBA plan administrators, Military organizations, and hospital/providers. Requirements: A High School diploma or equivalent, an Associate/Paralegal Degree from an accredited College or University, preferred. One year of administrative experience Proficient with Microsoft Office Suite Database Management skills Professional attitude and demeanor Ability to sit for prolonged periods of time at a computer workstation while entering data and communicating with clients via email and telephone.

Responsibilities

The Client Engagement Specialist is responsible for maintaining professional communication with clients and managing inquiries through various channels. They also generate case files, prepare intake documents, and ensure timely follow-up to foster strong client relationships.