Synergy Settlement Services

Attorney

• Oversee negotiation strategies and ensure efficient file progress.
• Support team members in achieving successful outcomes for clients.
• Actively involve in the resolution of complex subrogation cases.
• Provide coaching, training, and development to the team.
• Establish best practices across the team.
• Collaborate with leadership across departments to promote unity and resolve challenges.
• Independently manage assigned caseloads.

Strategy Attorney – Lien Resolution Strategy Coach

Customer Support

• 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

Customer Support – Client Engagement Specialist

Account Manager

• Serve as the Operational Relationship Owner
• Be the primary point of contact for a book of Integrated Clients (high-volume PI law firms)
• Facilitate monthly/quarterly meetings and provide insight on trends, concerns, and opportunities
• Proactively manage escalations, feedback loops, and cross-functional coordination
• Monitor Performance & Advocate for Solutions
• Review firm-specific metrics and ensure alignment with service expectations
• Identify root causes of service issues and drive FLASH (our internal resolution system) improvements
• Ensure Quality and Service Consistency
• Conduct file reviews to assess service levels, track trends, and ensure process adherence

Attorney Relationship Manager – Personal Injury, Lien Resolution

Client Services Representative

• Managing inbound client communications via phone and email
• Opening and organizing new case files
• Preparing and tracking intake documentation
• Coordinating communication between clients and stakeholders
• Maintaining accurate case records and documentation
• Supporting administrative and reporting functions
• Providing exceptional service and follow-through

Strategy Attorney – Lien Resolution Strategy Coach

Customer Support – Client Engagement Specialist

Attorney Relationship Manager – Personal Injury, Lien Resolution

Client Services Specialist