Customer Support - Client Engagement Specialist

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 #J-18808-Ljbffr Jobtailor