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Customer Intake Representative Jobs (NOW HIRING)

The Patient Intake Representative will be responsible for providing excellent customer service to patients and visitors while supporting administrative and patient intake functions. * Candidates will ...

Claims Intake Representative I Department: Insurance Country: United States of America State ... Customer Service/Account Manager, Transportation/Logistics Job Opening ID: 00610163 Claims Intake ...

This team we are hiring for will fall within intake. Typical Day: Team members can expect to have a ... There is no set metric against call time. • Support internal and external customers with ...

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Customer Intake Representative information

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How much do customer intake representative jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for customer intake representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

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

AspectCustomer Intake RepresentativeCustomer Service Representative
Primary RoleHandles initial customer inquiries, gathers information, and sets up new accounts or services.Provides ongoing support, resolves issues, and maintains customer relationships.
Work EnvironmentOften in call centers, front desks, or online chat settings.Similar environments, including call centers, retail, or office settings.
Required SkillsCommunication, data entry, customer onboarding knowledge.Communication, problem-solving, conflict resolution.
Common CertificationsNone typically required, but customer service or communication certifications can help.Same as above, with additional certifications optional for advanced roles.

While both roles involve customer interaction, the Customer Intake Representative focuses on initial contact and onboarding, whereas the Customer Service Representative handles ongoing support and issue resolution. Understanding these differences helps job seekers target the right position based on their skills and career goals.

What is a Customer Intake Representative?

A Customer Intake Representative is a professional responsible for greeting clients, gathering essential information, and initiating the service process for a company or organization. They typically act as the first point of contact for customers, ensuring that all necessary details are collected accurately and efficiently. Their duties often include answering inquiries, entering data into systems, and directing clients to the appropriate departments. Strong communication and organizational skills are essential for this role, as it helps create a positive initial experience for customers.

What jobs pay 4000 a week without a degree?

Customer Intake Representatives typically do not earn $4,000 a week without extensive experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or certain freelance and entrepreneurial activities that require strong communication skills and self-motivation. Most jobs paying this amount without a degree are rare and usually involve commission-based or performance-driven compensation structures.

What are the key skills and qualifications needed to thrive as a Customer Intake Representative, and why are they important?

To thrive as a Customer Intake Representative, you need strong communication skills, attention to detail, and a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, data entry systems, and sometimes industry-specific platforms is typically required. Outstanding interpersonal skills, patience, and active listening help build rapport and ensure accurate information gathering. These competencies are crucial for efficiently onboarding clients, ensuring a positive first impression, and supporting seamless business operations.

What are some common challenges faced by Customer Intake Representatives, and how can they be overcome?

Customer Intake Representatives often encounter high call volumes and situations where customers are upset or anxious. Staying organized and maintaining a calm, empathetic demeanor are key to managing these challenges. Utilizing clear communication, active listening, and time management skills can help representatives efficiently gather necessary information while providing excellent service. Regular team meetings and support from supervisors are also valuable resources for addressing concerns and sharing best practices.

How much does an intake specialist make?

The average salary for an intake specialist in North Carolina is approximately $35,000 to $45,000 per year, depending on experience, location, and employer. Entry-level positions may start lower, while experienced specialists with certifications can earn higher wages. Compensation often includes benefits such as health insurance and paid time off.

Is being a MOA a good entry level job?

A Medical Office Assistant (MOA) role is often considered an entry-level position in healthcare, requiring basic administrative skills, familiarity with medical terminology, and sometimes certification. It provides experience in healthcare settings and can serve as a stepping stone to more advanced medical careers, but job responsibilities vary by employer. The role typically offers regular hours and a structured environment suitable for those starting in healthcare.

What skills do you need to be an intake specialist?

A Customer Intake Representative needs strong communication and interpersonal skills to gather information effectively and provide good customer service. Attention to detail, organizational abilities, and proficiency with computer systems or data entry are also important. Additionally, problem-solving skills and the ability to handle sensitive information are valuable in this role.
More about Customer Intake Representative jobs
What cities are hiring for Customer Intake Representative jobs? Cities with the most Customer Intake Representative job openings:
Intake Representative

$18 - $21/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago


Job description

Intake Representative
Our Team
Midwest Orthopaedic Consultants has earned a reputation for supplying timely and high quality medical services. Our patients come first, and our employees play an important role in providing services and maintaining our reputation. We offer 401k, health, dental, vision, and other great benefits. We help subsidize membership fees for Lifetime Fitness! We are proud of our teamwork and friendly driven atmosphere to provide patient success.
Day in the Life
The Intake Representative assists all patients calling in for appointments, and rescheduling appointments. The Intake Representative is responsible for scheduling patients for appointments, confirming the appointment time, reviewing and verifying demographics.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Book appointments, coordinate and re-schedule patients and confirms appointments using computerized system.
  • Answering high volume phone queue.
  • Screens calls, takes messages and directs to appropriate triage.
  • Block schedules for surgeries, vacations, PTO, etc.
  • Prepares the daily schedule of physicians' office, OR and on-call coverage.
  • Check reports for cancellations daily and remove from schedule.
  • Record details of inquiries, comments and complaints.
  • Opens and closes switchboard according to established procedure.
  • Follows all HIPAA regulations as instructed.
  • Check New Patient list for duplicates.
  • Communicate and coordinate with internal departments.
  • Customer service email correspondence (must have proper grammar to compose emails to clients.)
  • Performs additional related duties assigned as needed for the practice

COMPETENCIES:
  • Strong customer service support skills.
  • Excellent interpersonal, teamwork and communication skills verbal & written.
  • Good listening skills, good grammar and good reading comprehension.
  • Punctual, reliable, hardworking, well organized, professional and detail orientated.
  • Ability to problem solves and makes decisions quickly under pressure.
  • Knowledge of administrative procedures.
  • Ability to persuade, influence and negotiate effectively at all levels within and outside the organization.
  • Knowledge of Medical Terminology
  • Knowledge of phone systems and All scripts patient Management system
  • Operates basic office equipment such as telephone, fax, and computer

EDUCATION REQUIRED:
  • High school diploma

EXPERIENCE PREFFERED
  • Microsoft Office experience with knowledge of Excel, Word & Outlook a plus.
  • Scheduling experience preferred
  • Healthcare industry knowledge helpful.

Working Conditions/Physical Demands:
  • Sitting, and talking for long periods of time while operating a telephone.
  • The employee must occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this job include close, distance, color, and peripheral vision, and the ability to adjust focus.
  • The noise level in the work environment is usually moderate such as found in a normal business office with computers.

Midwest Orthopaedic Consultants is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, Veteran status, disability or national origin.