Customer Support - Intake Specialist
About The Position
Synergy is seeking a Client Engagement Specialist to join their growing team. This role combines elements of client service, intake specialization, case coordination, and legal/administrative support. The successful candidate will be responsible for communicating with clients, opening and managing new cases, tracking documentation, coordinating with various parties, and ensuring that 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
