Client Engagement Specialist

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.