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Client Intake Manager Jobs in Green Bay, WI (NOW HIRING)

Intake Specialist

Green Bay, WI · On-site

$17.25 - $23/hr

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Intake Specialist

Appleton, WI · On-site

$17 - $22.50/hr

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Assigning new potential client to Investigator for field sign up upon request * Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing ...

Assess client needs, develop case plans, safety plans, coordinate services, advocate, monitor and ... Provide intake services, i.e. gather information, assess safety, determine program eligibility, and ...

Case Manager

Green Bay, WI · On-site

$19.50 - $25/hr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. • ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. · ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... Screens clients for intake in accordance with program eligibility and relevant governing ...

Child Welfare Case Manager

Oconto, WI · On-site

$29.07 - $32.09/hr

Assess client needs, develop case plans, safety plans, coordinate services, advocate, monitor and ... Provide intake services, i.e. gather information, assess safety, determine program eligibility, and ...

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Client Intake Manager information

See Green Bay, WI salary details

$34.5K

$65.1K

$106.5K

How much do client intake manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client intake manager in Green Bay, WI is $65,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $76,800.00 per year, depending on experience, location, and employer.

How does a client intake manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the key skills and qualifications needed to thrive as a client intake manager?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

What does a client intake manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.

$17.25 - $23/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Intake Specialist

Hupy and Abraham, a personal injury law firm headquartered in Milwaukee, WI, is looking for a professional and motivated Intake Specialist for the Green Bay office. The Intake Specialist is responsible for screening potential new client calls and completing the intake process.

Responsibilities:

  • Screening potential new client calls
  • Explaining the Firm's services and how they would benefit the potential new client
  • Gathering facts from potential clients and entering them into the Firm's case management software
  • Uploading documents and entering status updates for referrals
  • Conducting electronic, phone, mail, or video signups with clients during initial contact
  • Assigning new potential client to Investigator for field sign up upon request
  • Managing signup and intake paperwork which consists of tasks such as tracking intake packages, gathering missing documents and uploading information
  • Reporting monthly statistics to Supervisor and Director of Operations
  • Other duties and projects as assigned

Requirements:

  • High School Diploma with 2 - 5 years of experience in a customer service role. Experience working at a law firm preferred.
  • Must be able to travel locally using own vehicle as needed. Valid driver's license and auto insurance is required.
  • Occasional evening on-call shifts may be required.
  • Exceptional customer service skills
  • Strong interpersonal communication skills (verbal & written)
  • Ability to work independently
  • Ability to multi-task and thrive in a fast paced/dynamic environment
  • Computer experience should include intermediate knowledge of Outlook, Word, and Excel
  • High level of professionalism and confidentiality

Benefits at a Glance:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Employer Paid Short Term and Long Term Disability
  • Flexible Spending Accounts
  • 401(k) Plan
  • Paid Time Off (PTO) for Holidays, Vacation, & Personal Time

Founded in 1969 in Milwaukee, personal injury law firm Hupy and Abraham, S.C. has a record of success, collecting over $1 billion for over 70,000 satisfied clients. With 11 offices in Wisconsin, Illinois and Iowa, the firm has a reputation of providing sound legal representation to accident victims and giving back to the community. The firm has donated more than $1 Million to thousands of charitable organizations.

Hupy and Abraham has received top rankings from national professional organizations and is voted best by the public. The firm and its staff have received over 250 awards praising its service and dedication to the legal field.

Prospective candidates are encouraged to note that Hupy and Abraham, S.C. participate in E-Verify, demonstrating our commitment to maintaining a legal and compliant workforce. Hupy and Abraham, S.C. is proud to be an Equal Opportunity Employer. As part of our hiring process, we perform pre-employment background checks.