Client Engagement & Intake Coordinator

Partner With Synergy; Orlando (FL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

Professional development

Wellness programs

Wellness initiatives

Community involvement and volunteer机会

Job summary

Partner With Synergy is seeking a Client Engagement Specialist who thrives on helping people, staying organized, and coordinating complex intake processes in a fast-paced environment. You’ll manage new client and case intake from start to finish, track documentation, and keep multiple cases moving smoothly.

You’ll communicate with clients, attorneys, providers, and internal teams, open new cases, and ensure important details aren’t missed while delivering outstanding support.

Qualifications

• Excellent written and verbal communication skills.
• Strong attention to detail and follow-through.
• Ability to prioritize and multi-task effectively.
• 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.

Responsibilities

• Talk with clients and partners by phone and email to ensure exceptional service.
• 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 ensure requests aren’t left 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 feel supported throughout the process.
• Learn the world of settlement services and become an expert in your assigned area.

Skills

Communication

Organization

Attention to detail

Multitasking

Phone & email correspondence

Education

High school diploma or equivalent

Associate’s or Bachelor’s preferred

Tools

Outlook

Word

Excel

Job description

Partner With Synergy is seeking a Client Engagement Specialist who thrives on helping people, staying organized, and coordinating complex intake processes in a fast-paced environment. You’ll manage new client and case intake from start to finish, track documentation, and keep multiple cases moving smoothly.

You’ll communicate with clients, attorneys, providers, and internal teams, open new cases, and ensure important details aren’t missed while delivering outstanding support.