Client Engagement Specialist - Intake & Case Coordination

SYNERGY SETTLEMENT SERVICES INC; Orlando (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Paid holidays

Professional development opportunities

Wellness initiatives

Community involvement

Job summary

SYNERGY SETTLEMENT SERVICES INC in Orlando is seeking a Client Engagement Specialist who excels at people skills and organization. You will manage client intake, open cases, track documents, and coordinate with attorneys, insurers, and providers to ensure smooth service.

Strong communication and attention to detail are essential as you guide clients through the settlement process. No legal experience is required — we can teach you our business.

Qualifications

• 1+ year of customer-facing, intake 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.
• Professional, positive, client-focused approach.

Responsibilities

• Talk with clients and partners by phone and email to ensure exceptional service.
• Manage new client and case intake from start to finish.
• Open new cases and maintain accurate information in case management system.
• Send, track, and follow up on important documents.
• Communicate with attorneys, clients, insurers, providers, and internal teams.
• Document conversations and case activity accurately.
• Keep multiple cases, deadlines, and priorities moving.

Skills

Customer service

Communication

Attention to detail

Multi-tasking

Phone communication

MS Office (Outlook, Word, Excel)

Learning new software

Professional demeanor

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

Outlook

Word

Excel

Job description

SYNERGY SETTLEMENT SERVICES INC in Orlando is seeking a Client Engagement Specialist who excels at people skills and organization. You will manage client intake, open cases, track documents, and coordinate with attorneys, insurers, and providers to ensure smooth service.

Strong communication and attention to detail are essential as you guide clients through the settlement process. No legal experience is required — we can teach you our business.