Client Engagement Specialist at SYNERGY SETTLEMENT SERVICES INC

Orlando, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

38000.0

Posted On

11 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Engagement, Inbound Calls, Empathy, Case File Organization, Follow-up, Documentation, Stakeholder Communication, Administrative Support, Phone Coverage, Detail-Oriented, Service-Driven, Accountability, Microsoft Office Proficiency, Database Management, Case Management Skills

Industry

Legal Services

Description

Description Be the voice, heart, and trusted partner our clients rely on At Synergy, our Client Engagement Specialists are more than support—they are the foundation of our client experience and a vital part of our success. This role is ideal for someone who takes pride in delivering exceptional service, thrives on organization and follow-through, and values meaningful professional relationships. If you’re detail-oriented, service-driven, and energized by helping clients feel confident and supported, this could be the opportunity you’ve been looking for. Requirements What You’ll Do As a Client Engagement Specialist, you’ll play a key role in ensuring a smooth, professional, and responsive experience for our clients, partners, and internal teams. You will: Serve as a primary point of contact, handling inbound calls with professionalism, empathy, and efficiency Monitor and manage the Intake Outlook mailbox throughout the day to ensure timely responses and follow-through Open and organize new case files in ESP in accordance with established protocols Prepare, send, track, and follow up on intake documentation to ensure nothing falls through the cracks Accurately upload and document incoming mail and faxes, keeping stakeholders informed Maintain clear, professional communication with clients, lienholders, and internal teams Develop expertise in one Synergy line of business while maintaining working knowledge across all service lines Support general administrative functions, including phone coverage and mail distribution Assist with initial reporting to State Medicaid offices, insurers, federal plans, military organizations, and healthcare providers What We’re Looking For We’re looking for someone who values accuracy, accountability, and exceptional service—and who takes ownership of their work. You’ll be successful if you have: High School diploma or equivalent (Associate or Paralegal degree preferred) At least one year of administrative or office experience Proficiency with Microsoft Office (Outlook, Word, Excel) Strong database and case management skills A professional, positive, and client-focused demeanor Excellent written and verbal communication skills The ability to prioritize, stay organized, and meet deadlines Comfort working at a computer for extended periods while managing phone and email communications Culture of Collaboration We’re a tight-knit team that leads with empathy, supports one another, and believes in winning together. At Synergy, professionalism and kindness go hand in hand—and teamwork is at the core of how we operate. Room to Grow We invest in our people and reward those who raise the bar: Leadership development opportunities Continuing education and skill-building support Clear promotion pathways for high performers Benefits That Support Life We offer a comprehensive benefits package designed to support your career and your well-being: Competitive compensation Medical, dental, and vision coverage 401(k) with company match Generous PTO and paid holidays Wellness initiatives and community impact opportunities The Synergy Experience This is your chance to contribute to a company that’s changing the game—for our clients, our partners, and the injured individuals they serve. Your work here matters, and your growth does too.

Responsibilities

The Client Engagement Specialist serves as the primary point of contact for clients, managing inbound communications professionally and efficiently. Key duties include monitoring inboxes, opening and organizing case files, preparing and tracking intake documentation, and maintaining clear communication with all relevant parties.