Client Engagement Specialist

SYNERGY SETTLEMENT SERVICES INC • Orlando, FL

2d

About The Position

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

• 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

Nice To Haves

• Associate or Paralegal degree preferred

Responsibilities

• 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

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Wellness initiatives and community impact opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED