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Intake/Client Engagement Specialist

Synergy Settlement Services

Orlando, FL | Full Time

$79k-101k (estimate)

2 Months Ago

Intake/Client Engagement Specialist

$79k-101k (estimate)

Full Time | Business Services 2 Months Ago

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Synergy Settlement Services is Hiring a Remote Intake/Client Engagement Specialist

This will be a a Hybrid work role (1/2 time in office, 1/2 time work from home) once done with a training period

Synergy is a place where compassion, collaboration and expertise transform lives for the better. Every case we assist with is an opportunity to improve another life. Our advantage at Synergy is the powerful connection between our team and our purpose. It binds us together. We help each other to help those catastrophically injured.

We seek team members for our Intake & Client Engagement Specialist position who believe in our mission of improving lives, want to be part of a supportive team, and deeply believe in our corporate values of professionalism, respect, integrity, dedication, and empathy. This position is based in the Orlando corporate office.

To support our desire to ensure continuity in hiring and job placement we utilize the Predictive Index assessment. Please complete both portions of the assessment to be considered for employment. To access the assessment either use this link to complete, or if necessary, copy and paste it into a new browser page:

https://assessment.predictiveindex.com/bo/H78/CSS

Some of the responsibilities will include:

Input all new cases into our Customer Relations Management (CRM) database in accordance with current protocols.
Provide excellent customer service via answering calls and e-mail correspondence.
Process incoming mail/faxes, distribute appropriately, and attach/document to the record in CRM.
Input all documents in the appropriate case file in accordance with current document management protocols.
Maintain professional communication with clients and lienholders.

Qualifications:

The successful candidate will possess:

A high school diploma or equivalent.
At least one year of administrative experience.
Highly Proficient in Microsoft Office.
Demonstrable strong database management skills.
A high attention to detail and follow-up.
Strong organizational skills.
Independent thinker and problem solver.
Ability to multi-task and meet deadlines.
Excellent written and verbal communication skills.

Pay: $32,100 - $38,000 (Total Cash Compensation)

Synergy is an industry leading provider of settlement services including healthcare lien resolution, customized MSP – Medicare Set Aside services, cutting edge asset management services, pooled trust/public benefit preservation services, tailored trust services, unique structured settlement solutions and tax deferral of contingent legal fees. To learn more about Synergy visit our website at www.synergysettlements.com