Client Engagement Specialist

Job Description

Job Description

Description:

Be the voice, heart, and trusted partner our clients rely on

At Synergy , our Client Engagement Specialists are more than support—they are the foundation of our client experience and a vital part of our success. This role is ideal for someone who takes pride in delivering exceptional service, thrives on organization and follow-through, and values meaningful professional relationships.

If you’re detail-oriented, service-driven, and energized by helping clients feel confident and supported, this could be the opportunity you’ve been looking for.

What You’ll Do

As a Client Engagement Specialist, you’ll play a key role in ensuring a smooth, professional, and responsive experience for our clients, partners, and internal teams.

You will:

• 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

What We’re Looking For

We’re looking for someone who values accuracy, accountability, and exceptional service—and who takes ownership of their work.

You’ll be successful if you have:

• High School diploma or equivalent (Associate or Paralegal degree preferred)
• At least one year of administrative or office experience
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Strong database and case management skills
• A professional, positive, and client-focused demeanor
• 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

Culture of Collaboration

We’re a tight-knit team that leads with empathy, supports one another, and believes in winning together . At Synergy, professionalism and kindness go hand in hand—and teamwork is at the core of how we operate.

Room to Grow

We invest in our people and reward those who raise the bar:

• Leadership development opportunities
• Continuing education and skill-building support
• Clear promotion pathways for high performers

Benefits That Support Life

We offer a comprehensive benefits package designed to support your career and your well-being:

• Competitive compensation
• Medical, dental, and vision coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Wellness initiatives and community impact opportunities

The Synergy Experience

This is your chance to contribute to a company that’s changing the game—for our clients, our partners, and the injured individuals they serve. Your work here matters, and your growth does too.