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Client Intake Jobs in Orlando, FL (NOW HIRING)

Morgan & Morgan, P.A.

Intake Attorney

Longwood, FL

$32K - $37K/yr

We're looking for an Intake Attorney who thrives on connection- someone who can turn a worried caller into a confident new client by offering clarity, reassurance, and a steady voice in a stressful ...

Morgan & Morgan, P.A.

Intake Attorney

Longwood, FL · On-site

From attorneys in all 50 states, to client support staff, creative marketing to operations teams ... We're looking for an Intake Attorney who thrives on connection- someone who can turn a worried ...

Advocate

Client Engagement Associate

Orlando, FL · Remote

We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point ... Monitor Advocate's Intake communication lines for new client calls and texts, responding ...

Advocate

Client Engagement Associate

Orlando, FL · On-site +1

We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point ... Monitor Advocate's Intake communication lines for new client calls and texts, responding ...

True Health

Healthy Start Care Coordinator

Orlando, FL · On-site

$18 - $24.25/hr

Timely and accurately complete client intake and progress notes * Follows up with patient on compliance with provided care plan * Reschedules missed Healthy Start appointments * Remains non ...

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Showing results 21-40

All JobsClient Intake JobsClient Intake Jobs in Orlando, FL

Client Intake information

See Orlando, FL salary details

$33.1K

$62.5K

$102.2K

How much do client intake jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client intake in Orlando, FL is $62,494.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,700.00 and $73,700.00 per year, depending on experience, location, and employer.

What is the difference between Client Intake vs Customer Service Representative?

AspectClient IntakeCustomer Service Representative
Required CredentialsBasic high school diploma; some roles may require familiarity with CRM softwareHigh school diploma; training in communication and product knowledge
Work EnvironmentOffice settings, client meetings, or remoteCall centers, retail, or office environments
Employer & Industry UsageUsed in healthcare, legal, consulting, and financial sectorsCommon across retail, telecom, hospitality, and service industries
Search & Comparison IntentUnderstanding role responsibilities, qualifications, and differencesCustomer interaction, problem-solving, and service skills

Client Intake specialists focus on gathering detailed client information, onboarding, and initial assessments, often in professional or healthcare settings. Customer Service Representatives handle ongoing customer interactions, support, and issue resolution across various industries. While both roles involve communication with clients or customers, Client Intake is more specialized in onboarding processes, whereas Customer Service is broader in customer support functions.

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

To thrive as a Client Intake Specialist, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with client management systems (CMS), scheduling software, and basic office tools is typically required. Excellent communication, active listening, and problem-solving abilities help you build rapport and accurately assess client needs. These skills ensure efficient, accurate client onboarding and contribute to a positive first impression, supporting overall organizational effectiveness.

What does a client intake specialist do?

A typical day in Client Intake involves gathering and verifying client information, conducting initial screenings, and ensuring all necessary documentation is complete and accurate. This role requires frequent communication with clients as well as close collaboration with internal teams such as legal, customer service, or case management to facilitate a smooth onboarding process. Attention to detail and strong organizational skills are essential, as missing or incorrect information can delay services. Client Intake professionals often serve as the first point of contact for clients, setting the tone for their entire experience with the organization.

What is a client intake specialist?

A Client Intake Specialist is a professional responsible for managing the initial interaction between a company and its prospective clients. Their role typically includes gathering essential information, assessing client needs, and ensuring all necessary documentation is completed accurately. They often work in healthcare, legal, or social services environments and serve as the first point of contact for clients. By efficiently handling the intake process, they help streamline services and ensure clients are directed to the appropriate resources.
Client Intake jobs near you
Infographic showing various Client Intake job openings in Orlando, FL as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $62,494 per year, or $30 per hour.

CCE INTAKE SPECIALIST

Area Agency On Aging Of Central Florida, Inc.

Orlando, FL • On-site

$16.50 - $22.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Non- Exempt
We offer a comprehensive benefits package that includes Medical, dental, vision fully funded by SRA, Paid Time off , 401K and more!
This is a call center position. The Community Care for the Elderly (CCE) Intake Specialist conducts assessments, provides education and completes referrals for seniors 60+ living in the community, seeking long-term care assistance. This can include Medicaid and non-Medicaid funded programs.
Duties Responsibilities
  • Accepts referrals of clients from the ADRC Helpline and Department of Children and Families Adult Protective Services Unit as well as referrals from other organizations and individuals.
  • Contact the referred individuals for intake and screening, administering the standardized screening instrument to obtain necessary and essential information to determine the individual's needs for services.
  • Determine potential eligibility for DOEA and non-DOEA funded programs.
  • Direct individuals to other non-DOEA resources, as appropriate, to have their needs met.
  • Post information in the CIRTS (Client Information and Registration and Tracking System) enrollment screen related to program APCL, as needed.
  • Contact individuals on the Assessed Priority Consumer List (APCL) as required, to review any reported changes in their situation and complete annual re-screenings to ensure prioritization for services.
  • Explain Medicaid eligibility criteria and eligibility process to prospective applicants.
  • Refer individuals to the ADRC Medicaid Benefits Counselors and Medicaid Waiver Specialists for Long-Term Care Education.
  • Provide all necessary and required forms, at the time of initial screening or annual re-screening.
  • Release individuals to the appropriate Lead Agency or service provider for CCE, HCE and ADI services, when funding is available.
  • Collects and maintains accurate records of caller requests using the Refer computer software for appropriate documenting and reporting.
  • Provides emergency disaster assistance and staff support during an emergency disaster event as directed by designated staff.
  • Performs related tasks as assigned by supervisory staff and Senior Management.

The above statements are intended to describe the nature of the level of work to be performed by the individual(s) assigned to this position. Other tasks may be assigned by supervisory staff and senior management.
Requirements
  • Four Year College Degree or High school diploma and three years experience in I&R services, Case Management, Call Center Services, Social Services; or related work.
  • Bilingual (English-Spanish) preferred.
  • Successful completion of Level II background screening is required. Become Certified as an Information and Referral Specialist in Aging (CIRS-A) through the Alliance of Information and Referral Systems within one year of employment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office: Word, Excel, PowerPoint, Outlook (required).
  • Ability to research topics related to services for older adults (funding, program design, etc.), analyze data, and provide written and/or oral reports as required.
  • Ability to read, analyze and interpret technical procedures, governmental and non-governmental regulations, and policies.
  • Ability to add, subtract, multiply, and divide all units of measurement using whole numbers, common fractions, and decimals.
  • Ability to complete and receive a passing score in Uniform Client Assessment Training within 90 days of employment.
  • Work Environment and Physical Demands
  • The incumbent generally works in an office or home office environment, uses computers, telephone, and other office equipment as needed to perform duties. The noise level in the environment is usually moderate.
  • Sedentary work primarily involves sitting and standing. Required to use repetitive hand motion, talk, handle, reach, hear, bend or lift up to 20 pounds.
  • The physical demands are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EEO/M/F/Vet/Disabled

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