Client Engagement & Intake Specialist

Partner With Synergy; Orlando, Northern (FL, KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Paid holidays

Professional development

Wellness programs

Job summary

Synergy, based in Orlando, seeks a Client Engagement Specialist to coordinate client intake, manage cases, and ensure timely communication with clients, attorneys, insurers, providers, and internal teams. You will open new cases, track documents, and maintain accurate data in our case management system while keeping deadlines moving and delivering exceptional service.

No legal experience is required; we provide training and value empathy, organization, and proactive follow-through as core

Qualifications

• 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

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

Skills

Customer service

Intake management

Case coordination

Communication

Organization

Attention to detail

Problem solving

Microsoft Outlook

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Case management software

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Synergy, based in Orlando, seeks a Client Engagement Specialist to coordinate client intake, manage cases, and ensure timely communication with clients, attorneys, insurers, providers, and internal teams. You will open new cases, track documents, and maintain accurate data in our case management system while keeping deadlines moving and delivering exceptional service.

No legal experience is required; we provide training and value empathy, organization, and proactive follow-through as core