Client Engagement Specialist

SYNERGY SETTLEMENT SERVICES INC • Orlando, OK

5d • $32,000 - $42,000 • Onsite

About The Position

Synergy is seeking a Client Engagement Specialist to join their growing team. This role combines elements of client service, intake, case coordination, and administrative support. The specialist will communicate with clients, manage new cases from start to finish, track documentation, coordinate with various parties, and ensure critical details are not overlooked. While legal experience is not required, a genuine desire to help people, strong communication skills, attention to detail, accountability, and a drive for growth are essential.

Requirements

• 1+ year of customer-facing, client service, intake, administrative, legal, healthcare, insurance, hospitality, retail management, or similar experience
• High school diploma or equivalent; Associate's or Bachelor's degree preferred
• Excellent written and verbal communication skills
• Strong attention to detail and follow-through
• Ability to prioritize and manage multiple responsibilities
• Confidence speaking with clients and professionals by phone
• Working knowledge of Microsoft Outlook, Word, and Excel
• Comfort learning databases, case management systems, and new technology
• A professional, positive, and client-focused approach

Nice To Haves

• Legal assistant or legal support experience
• Law firm intake experience
• Case management or case coordination experience
• Medical or patient intake experience
• Healthcare administration experience
• Insurance or claims experience
• Customer service experience
• Client services experience
• Hospitality experience
• Retail management experience
• Administrative support experience

Responsibilities

• Talk with clients and partners by phone and email and make sure they receive exceptional service
• Manage new client and case intake from beginning to end
• Open new cases and maintain accurate information in our case management system
• Send, track, and follow up on important documents
• Manage a busy intake inbox and make sure requests don't sit unanswered
• Communicate with attorneys, clients, insurance companies, healthcare providers, lienholders, government agencies, and internal teams
• Document conversations and case activity accurately
• Keep multiple cases, deadlines, and priorities moving at the same time
• Help clients understand what happens next and make them feel supported throughout the process
• Learn the world of settlement services and become an expert in your assigned area

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• 401(k) with company match
• Paid time off
• Paid holidays
• Professional development opportunities
• Wellness initiatives
• Community involvement and volunteer opportunities

What This Job Offers

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