Client Engagement Specialist - Orlando, FL
4 weeks ago
Job summary
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
Responsibilities
- 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 organize new case files in ESP in accordance with established protocols
- Prepare send trackand follow up on intake documentation to ensure nothing falls through the cracks
- Accurately upload document incoming mail faxes keeping stakeholders informed
- Maintain clear professional communication with clients lienholders internal teams li Develop expertise in one Synergy line of business while maintaining working knowledge across all service lines li Support general administrative functions including phone coverage mail distribution li Assist initial reporting State Medicaid offices insurers federal plans military organizations healthcare providers ul>p
Job description
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