Spanish Speaking Client Intake Coordinator

Job Description

Job Description

Job Summary:

We are seeking a motivated and detail-oriented Client Intake Specialist to join our team. The ideal candidate will be responsible for reaching out to potential clients, guiding them through the onboarding process, verifying insurance benefits, and ensuring ongoing client satisfaction. This position requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

Client Outreach:

Reach out to potential clients via phone, email, and other communication channels to introduce services and gather preliminary information.

Assess the client’s needs and provide relevant information to help them make informed decisions about our services.

Schedule initial consultations or appointments as needed.

Client Onboarding:

Collect and verify required documentation from clients, including insurance information, personal details, and medical records (if applicable).

Create and maintain accurate client profiles in the system.

Guide new clients through the onboarding process, ensuring they understand the next steps and expectations.

Coordinate with relevant departments to ensure a smooth transition for clients into active service.

Insurance Benefits Verification:

Contact insurance providers to verify client coverage, eligibility, and benefits.

Communicate clearly with clients about their insurance coverage, including what is covered and any out-of-pocket expenses.

Resolve any issues or discrepancies related to insurance coverage by liaising with insurance providers.

We offer Health Insurance, Life, Dental, vision insurance, 401k match, 6 holidays, 10 days PTO

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.