Client Engagement Specialist

📌 Core Information

🔹 Job Title: Client Engagement Specialist

🔹 Company: Synergy Settlement Services Inc

🔹 Location: Orlando, FL

🔹 Job Type: On-site, Full-time

🔹 Category: Legal Services

🔹 Date Posted: May 14, 2025

🔹 Experience Level: Entry-level (0-2 years)

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Acting as the primary point of contact for clients and vendors, ensuring exceptional service and building strong relationships
• Managing incoming inquiries and case files, maintaining accurate records, and adhering to designated timelines
• Collaborating effectively with the team and working autonomously when needed
• Specializing in one Synergy line of business while maintaining a broad understanding of all lines of business

ASSUMPTION: This role requires a high level of organization, strong communication skills, and the ability to multitask and prioritize workloads effectively. The ideal candidate will be comfortable working in a fast-paced environment and have a strong commitment to customer service.

📋 Key Responsibilities

✅ Maintain active participation on the phone queue, accepting inbound phone calls, providing superior customer service, and routing to appropriate Synergy contact when necessary

✅ Review and organize Intake Outlook mailbox multiple times daily to ensure that all new and existing inquiries are completed timely

✅ Generate new case files in ESP in accordance with current file opening protocols

✅ Prepare required intake documents, send to necessary parties, and consistently follow up until all documents are returned

✅ Input incoming mail and faxes to the appropriate ESP file, clearly documenting content, and notifying Synergy contact of receipt

✅ Maintain professional communication with clients and lienholders

✅ Specialize in one Synergy line of business as directed by management while maintaining broad understanding and knowledge of all lines of business

✅ Perform general administrative office functions such as answering the phone, distributing fax communications, and US Mail processing and distribution

✅ Initial reporting of Synergy Lien Resolution Services assigned cases to various state Medicaid offices, ERISA/Private insurers, FEHBA plan administrators, Military organizations, and hospital/providers

ASSUMPTION: The role involves a mix of administrative tasks, client communication, and case management, requiring a versatile skill set and strong attention to detail.

🎯 Required Qualifications

Education: High School diploma or equivalent, with a preference for an Associate/Paralegal Degree from an accredited College or University

Experience: One year of administrative experience

Required Skills:

• Proficient with Microsoft Office Suite
• Database Management skills
• Professional attitude and demeanor
• Ability to sit for prolonged periods of time at a computer workstation while entering data and communicating with clients via email and telephone

Preferred Skills:

• Experience in the legal services industry
• Bilingual or multilingual skills

ASSUMPTION: While not explicitly stated, having experience in the legal services industry or being bilingual/multilingual could be beneficial for this role but is not strictly required.

💰 Compensation & Benefits

Salary Range: $15.50 - $18.00 per hour. This is an entry-level position, and the salary range is based on industry standards for similar roles in the Orlando, FL area.

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Professional development opportunities

Working Hours: Full-time, Monday - Friday, 8:30 AM - 5:00 PM. Occasional overtime may be required to meet deadlines.

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the Orlando, FL area. The actual salary may vary depending on factors such as experience, skills, and performance.

📌 Applicant Insights

🔍 Company Context

Industry: Synergy Settlement Services Inc operates in the Legal Services industry, focusing on providing strategic partnerships for personal injury law firms.

Company Size: With 51-200 employees, Synergy Settlement Services Inc is a mid-sized company that offers opportunities for growth and collaboration within a team environment.

Founded: The company was founded in 2010 and has since grown to become a trusted partner for law firms, offering a range of services including lien resolution, Medicare set-asides, and structured settlements.

Company Description:

• Synergy isn’t just a service provider—it is a strategic partner for personal injury law firms, seamlessly integrating with law firms to boost efficiency from day one.
• Outsourcing cumbersome administrative tasks like lien resolution and Medicare compliance to an expert partner like Synergy enables trial lawyers to concentrate on their core competencies—effectively advocating for more of the firm’s clients.
• A partnership with Synergy combines the company’s industry-leading team of experts with a personal injury law office's staff, resulting in a powerful increase in efficiency and effectiveness, freeing the firm to focus on what it does best.

Company Specialties:

• Asset Management/Trust Services
• Lien Resolution
• Medicare Set Asides
• Structured Settlements
• Medicare Refunds
• Settlement Consulting
• Medicare Secondary Payer Compliance
• Tax Deferral of Fees
• Medical Bill Clinic
• Mass Torts
• Personal Injury
• Mediation Attendance
• Documentation Preparation and Review
• Public Benefit Analysis
• Life Care Plan Analysis
• Public Benefit Analysis
• and Medical Cost Projection

Company Website: http://www.partnerwithsynergy.com

ASSUMPTION: Synergy Settlement Services Inc is a well-established company with a strong reputation in the legal services industry. Working for this company offers opportunities for professional growth and development within a supportive team environment.

📊 Role Analysis

Career Level: This role is an entry-level position, suitable for candidates with little to no professional experience in a similar role.

Reporting Structure: The Client Engagement Specialist will report directly to the Client Engagement Manager and work closely with other team members to ensure efficient case management and client satisfaction.

Work Arrangement: This is an on-site, full-time position. The role may require occasional overtime to meet deadlines.

Growth Opportunities:

• As the company continues to grow, there may be opportunities for advancement within the team or to other departments within the organization.
• Synergy Settlement Services Inc offers professional development opportunities to help employees grow their skills and advance their careers.
• Strong performance in this role could lead to increased responsibilities and potential career progression within the company.

ASSUMPTION: While the company does not explicitly mention career progression paths, strong performance in this role could lead to opportunities for growth and advancement within the organization.

🌍 Location & Work Environment

Office Type: The company's headquarters is located in Orlando, FL, and offers a professional, collaborative work environment.

Office Location(s): 2420 S. Lakemont Ave Suite 160, Orlando, Florida 32814, US

Geographic Context:

• Orlando, FL, is a vibrant city with a diverse economy and a growing job market, particularly in the legal services industry.
• The city offers a range of cultural attractions, recreational activities, and a high quality of life, making it an attractive place to live and work.
• The company's location in the Orlando area provides easy access to major highways and public transportation, making it convenient for employees to commute to work.

Work Schedule: Full-time, Monday - Friday, 8:30 AM - 5:00 PM. Occasional overtime may be required to meet deadlines.

ASSUMPTION: The work environment at Synergy Settlement Services Inc is collaborative and supportive, with a strong emphasis on teamwork and customer service. The company's location in Orlando, FL, offers a range of cultural and recreational opportunities for employees to enjoy outside of work.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the hiring manager
• Background check and reference check
• Job offer and onboarding

Key Assessment Areas:

• Customer service skills and communication abilities
• Administrative skills and attention to detail
• Problem-solving and multitasking capabilities
• Cultural fit and alignment with company values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role.
• Demonstrate your strong communication skills and customer service orientation in your application materials.
• Showcase your ability to work well in a team and manage multiple tasks effectively.

ATS Keywords: Client Engagement, Customer Service, Administrative Tasks, Case Management, Legal Services, Synergy Settlement Services Inc, Orlando, FL

ASSUMPTION: The application process for this role is likely to be competitive, and candidates should take the time to tailor their application materials to highlight their relevant skills and experiences. Demonstrating a strong commitment to customer service and a willingness to work well in a team will be essential for success in this role.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, Outlook)
• Electronic Settlement Platform (ESP)
• Customer Relationship Management (CRM) software
• Phone and email communication tools

ASSUMPTION: The tools and technologies required for this role are standard for the legal services industry and can be easily learned by candidates with relevant experience or a willingness to adapt to new systems.

👔 Cultural Fit Considerations

Company Values:

• Customer-focused
• Collaborative
• Innovative
• Accountable
• Respectful

Work Style:

• Team-oriented
• Adaptable
• Results-driven
• Detail-oriented
• Strong communication skills

Self-Assessment Questions:

• Do you have a strong commitment to providing exceptional customer service?
• Are you comfortable working in a fast-paced, collaborative environment?
• Do you have strong administrative skills and the ability to manage multiple tasks effectively?
• Are you detail-oriented and able to maintain accurate records?

ASSUMPTION: Candidates who are a strong cultural fit for this role will be customer-focused, collaborative, and adaptable, with strong administrative skills and a commitment to providing exceptional customer service.

⚠️ Potential Challenges

• The role may require working with sensitive client information, which requires a high degree of confidentiality and professionalism.
• The work can be fast-paced and demanding, with tight deadlines and a high volume of incoming inquiries.
• The role may require occasional overtime to meet deadlines, which could impact work-life balance.
• The company operates in a competitive industry, and candidates may face competition for this role.

ASSUMPTION: While there may be challenges associated with this role, the company offers a supportive work environment and opportunities for professional growth and development.

📈 Similar Roles Comparison

• Compared to other client engagement or customer service roles in the legal services industry, this role may have a stronger focus on case management and administrative tasks.
• While the salary range for this role is competitive with similar roles in the Orlando, FL area, the actual salary may vary depending on factors such as experience and performance.
• Candidates with relevant experience in the legal services industry may have an advantage in this role but are not strictly required.

ASSUMPTION: This role offers a unique opportunity to work in the legal services industry, with a focus on client engagement and case management. Candidates with relevant experience or a strong commitment to customer service may find this role to be an excellent fit for their career goals.

📝 Sample Projects

• Managing a high volume of incoming inquiries and ensuring timely resolution of client issues
• Generating case files and preparing intake documents for new clients
• Collaborating with team members to ensure efficient case management and client satisfaction
• Initial reporting of Synergy Lien Resolution Services assigned cases to various state Medicaid offices, ERISA/Private insurers, FEHBA plan administrators, Military organizations, and hospital/providers

ASSUMPTION: The sample projects listed above are representative of the types of tasks and responsibilities that a Client Engagement Specialist may be expected to perform in this role. The specific projects and tasks may vary depending on the needs of the company and the individual team.

❓ Key Questions to Ask During Interview

• What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
• How does this role fit into the overall structure of the team and the company?
• What opportunities are there for professional growth and development within the company?
• How does the company support work-life balance for its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process can help candidates better understand the role and the company, and demonstrate their interest and engagement in the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://recruiting.paylocity.com/Recruiting/Jobs/Details/3271238
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role, with a focus on your customer service orientation and administrative abilities.
• Prepare for the interview by researching the company and practicing common interview questions and your responses.
• Follow up with the hiring manager after the interview to express your appreciation for the opportunity and reiterate your interest in the position.
• If you are offered the position, be prepared to discuss your availability to start and any questions you may have about the onboarding process.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.