Customer Support - Client Engagement Specialist

SYNERGY SETTLEMENT SERVICES INC•Orlando, FL

23h•$36,000 - $42,000•Onsite

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. We value candidates who bring versatile, real-world experience—whether from retail, healthcare, legal, hospitality, or education. If you’ve worked across industries, handled customers under pressure, and learned to juggle multiple responsibilities, you’ll feel right at home here. 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

Associate’s or Bachelor’s degree preferred; High School diploma or equivalent considered with strong experience
1+ year of customer-facing or client service experience (retail, healthcare, legal, hospitality, or similar fields welcome)
Proficiency with Microsoft Office (Outlook, Word, Excel)
Comfort with data entry, spreadsheets, or basic reporting (Google Sheets or Excel experience a plus)
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

Google Sheets or Excel experience a plus

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