Customer Support - 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

Description

ARE YOU GREAT WITH PEOPLE AND EVEN BETTER AT KEEPING THINGS ORGANIZED?

Maybe you've worked in a law office. Maybe you've handled patient intake in healthcare, managed customers in retail or hospitality, worked with insurance claims, or spent your day solving problems for people.

Whatever your background, if you're the person others count on to communicate, follow through, stay organized, and get things done, you may be exactly who we're looking for.

Synergy is growing, and we're looking for our next Client Engagement Specialist.

Think of this position as a combination of client service + intake specialist + case coordinator + legal/administrative support.

You’ll communicate with clients, open and manage new cases, track documentation, coordinate with multiple parties, and make sure important details don’t get missed.

No legal experience? That’s okay. We can teach you our business.

What we can’t teach as easily is a genuine desire to help people, strong communication skills, attention to detail, accountability, and the drive to grow.

Requirements

WHAT WILL YOUR DAY LOOK LIKE?

No two days are exactly the same, but you can expect to:

• 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

YOU’LL PROBABLY LOVE THIS JOB IF...

• You're a people person who also loves organization.
• You're the person who notices when something hasn't been completed and follows up.
• You can have 10 things going on and still keep track of #11.
• You don't mind picking up the phone and talking to people.
• You write professional emails and communicate clearly.
• You can work with someone who is frustrated without becoming frustrated yourself.
• You like solving problems instead of passing them along.
• You're comfortable learning new technology and systems.
• You take ownership of your work.
• You want an opportunity to grow into something bigger.

YOU MAY ALREADY HAVE THE EXPERIENCE WE'RE LOOKING FOR

We're especially interested in meeting candidates with experience in:

• Legal assistant or legal support
• Law firm intake
• Case management or case coordination
• Medical or patient intake
• Healthcare administration
• Insurance or claims
• Customer service
• Client services
• Hospitality
• Retail management
• Administrative support

Don't count yourself out because you've never worked in the legal industry.

If you've spent your career helping people, managing information, solving problems, juggling competing priorities, and keeping things organized, those skills can translate extremely well to Synergy.

WHAT YOU'LL NEED

• 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

WE ARE LOOKING FOR MORE THAN A RESUME

Experience matters, but so does how you show up.

At Synergy, our values are Professionalism, Respect, Integrity, Dedication, and Empathy — PRIDE.

We want people who care about the quality of their work, care about the people they're helping, support their teammates, and aren't afraid to raise their hand for the next opportunity.

DON'T JUST FIND YOUR NEXT JOB. BUILD YOUR NEXT CHAPTER.

We want our employees to grow with us.

As you learn the business and demonstrate your abilities, you'll have opportunities to expand your knowledge, take on new challenges, and pursue advancement within Synergy.

We support our team through:

• Internal career advancement opportunities
• Leadership development
• Continuing education and professional development
• Cross-training and exposure to different areas of the business
• Opportunities to build specialized industry knowledge

AND YES, THE BENEFITS MATTER TOO.

Our comprehensive benefits package includes:

• 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

SOUND LIKE YOU?

If you're reading this thinking, "I could be really good at this," we want to hear from you.

You don't need to check every box. You don't need years of legal experience.

We're looking for smart, motivated, service-minded people who communicate well, take ownership, pay attention to details, and want an opportunity to grow.

Bring your experience. Bring your personality. Bring your drive.

Come grow with Synergy.