Client Onboarding Associate (Intake Processor) (Bilingual)

Client Onboarding Associate (Intake Processor) (Bilingual)

05 ago
|
MissionHires
|
Nezahualcóyotl

05 ago

MissionHires

Nezahualcóyotl

Job Type: Full-Time

Work Hours: Monday to Friday, 9:00 AM to 5:30 PM Pacific Time, with a 30-minute break

Salary: $1,000 per month

Job Overview
We are seeking a detail‑oriented and bilingual Intake Processor to join our team. This role is critical in ensuring new clients have a smooth and professional onboarding experience. After a client signs with the firm, the Intake Processor promptly contacts the client, gathers all necessary case details, and organizes the information into the client’s file. The adecuado candidate will have excellent communication skills, strong attention to detail, and the ability to handle sensitive information with professionalism and accuracy.

Responsibilities
Key Responsibilities:

Call newly signed clients to welcome them and guide them through the intake process.

Collect and document essential information, including:

Insurance details (auto, health, etc.)

Driver’s license information

Accident details (location, time,



parties involved, etc.)

Photos and videos related to the incident

Contact information (phone, email, address)

Emergency contact information

Ensure all collected information is accurately entered into the case management system.

Follow up with clients to obtain missing documents or clarify incomplete information.

Qualifications

Must speak and write fluent English and Spanish .

English must be spoken clearly, with minimal accent, to ensure easy communication with clients.

Strong communication and interpersonal skills.

Excellent attention to detail and organizational abilities.

Proficiency with computers and case management or CRM systems.

Ability to manage sensitive and confidential information with discretion.

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📌 Client Onboarding Associate (Intake Processor) (Bilingual)
🏢 MissionHires
📍 Nezahualcóyotl

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