About this opportunity
MissionHires lists this Client Onboarding Associate (Intake Processor) (Bilingual) opportunity in remote, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle sensitive information with professionalism and accuracy.
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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Worksite address
remote, IL, 61354, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.