Client Services Specialist

Posted Yesterday
Be an Early Applicant
Orlando, FL, USA
In-Office
34K-42K
Entry level
Insurance • Professional Services
The Role
Provide phone and email support to clients and stakeholders, open and organize case files, prepare and track intake documentation, maintain accurate records, coordinate communications, support administrative and reporting tasks, and deliver professional, client-focused service through the post-settlement process.
Summary Generated by Built In

Description

Central Florida Candidates Only

Please note: Candidates must currently reside in Central Florida to be considered for this position. This role supports our Orlando-based operations and team and requires the ability to work from our Orlando office.

Grow your career with a company that makes a difference!


Are you ready to take your customer service experience to the next level?

At Synergy Settlement Services, we're looking for a Client Services Coordinator who is organized, professional, and passionate about helping others. Whether your background is in retail, healthcare, hospitality, legal services, banking, insurance, education, or office administration, we want to hear from you.

This is more than a customer service job. You'll play a critical role in helping injured individuals navigate the post-settlement process while working alongside a supportive team that values growth, collaboration, and professional development.

Requirements

Why Join Synergy?

  • Monday–Friday schedule
  • Competitive pay and bonus opportunities
  • Medical, dental, vision, and 401(k) with company match
  • Paid holidays and generous PTO
  • Professional office environment
  • Clear career advancement opportunities
  • Ongoing training and development
  • Work that genuinely helps people

What You'll Do

As a Client Services Coordinator, you'll be a key point of contact for clients, law firms, healthcare providers, and internal teams. You'll help ensure every case is handled accurately, professionally, and efficiently from the very beginning.

Responsibilities include:

  • 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

What Makes Someone Successful in This Role?

Our best team members are:

  • Friendly and professional communicators
  • Highly organized and detail-oriented
  • Comfortable managing multiple priorities
  • Strong problem-solvers who take ownership
  • Passionate about helping people
  • Eager to learn and grow professionally

Experience in customer service, healthcare, legal support, hospitality, insurance, education, banking, administrative support, or case management is highly valued.

Skills Required

  • Must currently reside in Central Florida
  • Ability to work from the Orlando office (on-site)
  • Experience in customer service, healthcare, legal support, hospitality, insurance, education, banking, administrative support, or case management
  • Friendly and professional verbal and written communication skills
  • Highly organized and detail-oriented
  • Ability to manage multiple priorities and strong problem-solving skills
  • Passionate about helping people and eager to learn/grow professionally
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The Company
125 Employees
Year Founded: 2008

What We Do

Synergy Settlement Services is a Florida-based industry leader providing specialized settlement services to personal injury law firms and victims. The company specializes in lien resolution, Medicare compliance, insurance settlement planning, public-benefit preservation, and attorney-fee deferral. By partnering with Synergy, personal injury law firms can outsource complex compliance and resolution tasks, allowing them to focus on their core legal practice and client advocacy.

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