Client Onboarding Associate (Intake Processor) (Bilingual)

MissionHires; Ciudad de México; Presencial; MXN 174.735 - 209.297; Jornada completa

Descripción de la vacante

MissionHires is seeking a detail-oriented and bilingual Intake Processor in Mexico City. This full-time role focuses on ensuring new clients experience smooth onboarding, involving collecting essential information and documenting it into our case management system.

The ideal candidate must speak fluent English and Spanish, possess strong interpersonal skills, and excel at managing sensitive information. The position offers a structured work week, Monday to Friday, with competitive salary of $1,000 per month.

Formación

• Must be able to speak and write fluent English and Spanish.
• Strong communication and interpersonal skills essential.
• Excellent organizational abilities and attention to detail required.

Responsabilidades

• Call newly signed clients to welcome them and guide them through the intake process.
• Collect and document essential information accurately.
• Follow up with clients to obtain missing documents.

Conocimientos

Fluent English

Fluent Spanish

Communication skills

Attention to detail

Organizational abilities

Herramientas

CRM systems

Computers

Descripción del empleo

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.

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.