Customer Support – Client Engagement Specialist

Jobtailor; Orlando (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Orlando, FL seeks an organized administrative professional to manage inbound calls and intake documents, ensuring timely follow-up and accurate file handling.

You will maintain ESP case records, upload communications, and coordinate with clients, lienholders, and internal teams while supporting general admin tasks and reporting to healthcare stakeholders.

Qualifications

• Associate's or Bachelor's degree preferred; HS diploma acceptable with strong experience.
• 1+ year of customer-facing or client service experience (retail, healthcare, legal, hospitality, or similar fields welcome).
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Comfort with data entry, spreadsheets, or basic reporting (Google Sheets or Excel experience a plus).
• Strong database and case management skills.
• Excellent written and verbal communication skills.
• The ability to prioritize, stay organized, and meet deadlines.
• Comfort working at a computer for extended periods while managing phone and email communications.

Responsibilities

• Serve as a primary point of contact, handling inbound calls with professionalism, empathy, and efficiency
• Monitor and manage the Intake Outlook mailbox throughout the day to ensure timely responses and follow-through
• Open and organize new case files in ESP in accordance with established protocols
• Prepare, send, track, and follow up on intake documentation to ensure nothing falls through the cracks
• Accurately upload and document incoming mail and faxes, keeping stakeholders informed
• Maintain clear, professional communication with clients, lienholders, and internal teams
• Develop expertise in one Synergy line of business while maintaining working knowledge across all service lines
• Support general administrative functions, including phone coverage and mail distribution
• Assist with initial reporting to State Medicaid offices, insurers, federal plans, military organizations, and healthcare providers

Skills

Customer Service

Microsoft Office

Data Entry

Communication Skills

Case Management

Education

Associate's or Bachelor's degree preferred

HS diploma or equivalent with strong experience

Tools

ESP

Microsoft Outlook

Microsoft Word

Microsoft Excel

Google Sheets

Job description

• Serve as a primary point of contact, handling inbound calls with professionalism, empathy, and efficiency


• Monitor and manage the Intake Outlook mailbox throughout the day to ensure timely responses and follow-through


• Open and organize new case files in ESP in accordance with established protocols


• Prepare, send, track, and follow up on intake documentation to ensure nothing falls through the cracks


• Accurately upload and document incoming mail and faxes, keeping stakeholders informed


• Maintain clear, professional communication with clients, lienholders, and internal teams


• Develop expertise in one Synergy line of business while maintaining working knowledge across all service lines


• Support general administrative functions, including phone coverage and mail distribution


• Assist with initial reporting to State Medicaid offices, insurers, federal plans, military organizations, and healthcare providers

Requirements

• Associate’s or Bachelor’s degree preferred; High School diploma or equivalent considered with strong experience


• 1+ year of customer-facing or client service experience (retail, healthcare, legal, hospitality, or similar fields welcome)


• Proficiency with Microsoft Office (Outlook, Word, Excel)


• Comfort with data entry, spreadsheets, or basic reporting (Google Sheets or Excel experience a plus)


• Strong database and case management skills


• Excellent written and verbal communication skills


• The ability to prioritize, stay organized, and meet deadlines


• Comfort working at a computer for extended periods while managing phone and email communications

Core Competencies

Demonstrates strong customer service skills with a focus on professionalism and empathy while managing case files and communications. Proficient in Microsoft Office and case management, ensuring timely responses and organized documentation.

Highest-signal resume keywords

• Customer Service Experience


• Microsoft Office Proficiency


• Database Management Skills


• Case Management Skills


• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Data Entry


• Case Management


• Basic Reporting


• Spreadsheets


• Intake Documentation Preparation

Soft Skills

• Organizational Skills


• Time Management


• Professional Communication


• Empathy


• Prioritization

Industry Keywords

• Client Service


• Healthcare


• Legal


• Retail


• Hospitality

Tools & Technologies

• Microsoft Outlook


• Microsoft Word


• Microsoft Excel


• Google Sheets


• ESP