Client Onboarding Associate (Intake Processor) (Bilingual)

MissionHires; Peru (IL); On-site; USD 10,155 - 12,164; Full time

Job summary

MissionHires is looking for a detail-oriented and bilingual Intake Processor in Peru, Illinois, to ensure a seamless onboarding experience for new clients. The role involves contacting clients after they sign up, gathering necessary information, and organizing it efficiently. Ideal candidates will be fluent in both English and Spanish and possess strong communication skills.

The position requires excellent attention to detail and proficiency with case management systems. Work hours are Monday to Friday, 9:00 AM to 5:30 PM (Pacific Time) with a monthly salary of $1,000.

Qualifications

• Fluent in English and Spanish, able to communicate clearly.
• Strong attention to detail and excellent organizational skills.
• Experience handling confidential information discreetly.

Responsibilities

• Welcome new clients and guide them through the intake process.
• Collect essential information and document it accurately.
• Follow up with clients for missing documents.

Skills

Fluent English

Fluent Spanish

Strong communication skills

Attention to detail

Organizational abilities

Proficiency with computers

Tools

Case management systems

CRM systems

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.