Customer Support – Client Engagement Specialist

Synergy Settlement Services

Client Engagement Specialist at Synergy Settlement Services handling inbound calls and supporting client inquiries. Ensuring a smooth and professional experience for clients and internal teams in Orlando, FL.

Posted 7/28/2026full-timeOrlando • Florida • 🇺🇸 United StatesJunior💰 $36,000 - $42,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 ExperienceMicrosoft Office ProficiencyDatabase Management SkillsCase Management SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryCase ManagementBasic ReportingSpreadsheetsIntake Documentation Preparation

Soft Skills

Organizational SkillsTime ManagementProfessional CommunicationEmpathyPrioritization

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelGoogle SheetsESP

Industry Keywords

Client ServiceHealthcareLegalRetailHospitality

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

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