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Customer Intake Representative Jobs (NOW HIRING)

BHIRED

Intake Rep

Brooklyn, NY · On-site

$50K - $60K/yr

Intake Representative A growing healthcare company in Brooklyn is seeking a full-time Intake ... This position blends strong customer service with a sales-oriented approach, ideal for someone who ...

BHIRED

Intake Rep

Manhattan, NY · On-site

$50K - $60K/yr

A growing healthcare company in Brooklyn is seeking a full-time Intake Representative to manage ... This position blends strong customer service with a sales-oriented approach, ideal for someone who ...

CYNET SYSTEMS

Patient Intake Representative

Huntington, IN · On-site

$18 - $21/hr

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 ...

RE Pharmacy

Intake Representative (IVIG)

Irvine, CA · On-site

$40K - $46K/yr

Intake Representative (IVIG) River's Edge Pharmacy has become a leader in infusion therapy services ... customer relationships that yield loyalty. * Investigate and verify benefits for pharmacy and ...

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Customer Intake Representative information

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How much do customer intake representative jobs pay per hour?

As of Jun 26, 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 does an intake representative do?

An intake representative is responsible for gathering initial information from clients or patients, assessing their needs, and directing them to appropriate services or departments. They often handle phone calls, complete documentation, and use customer management systems to ensure accurate record-keeping and efficient service delivery.

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 the highest paying customer service job?

Customer service roles such as Customer Success Managers, Technical Support Managers, and Customer Experience Directors tend to have higher salaries, often exceeding $70,000 annually, especially in specialized industries like technology or finance. Advanced skills, certifications, and management responsibilities typically contribute to higher compensation in these positions.

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 2000 a day?

Jobs that can pay $2,000 a day typically include high-level roles such as specialized consultants, surgeons, corporate executives, or successful entrepreneurs. These positions often require advanced skills, significant experience, or ownership of a business, and may involve irregular or project-based work schedules.

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.

What job makes $10,000 a month without a degree?

A Customer Intake Representative typically does not earn $10,000 a month without specialized experience or advanced skills. High earnings in this role are uncommon unless combined with commission, bonuses, or management responsibilities. Most customer service roles offer lower base salaries, but some sales or account management positions can reach higher income levels with performance incentives.
More about Customer Intake Representative jobs
What cities are hiring for Customer Intake Representative jobs? Cities with the most Customer Intake Representative job openings:
What job categories do people searching Customer Intake Representative jobs look for? The top searched job categories for Customer Intake Representative jobs are:
Customer Intake Representative jobs near you
Infographic showing various Customer Intake Representative job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Customer Intake Representative I

Customer Intake Representative I

Home Care Delivered

Marrero, LA • On-site

$14.50 - $19.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Home Care Delivered rating

6.8

Company rating: 6.8 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

Home Care Delivered (HCD) is a rapidly growing specialty medical supply distributor that partners with physicians, home healthcare providers, and other healthcare practitioners by providing medical products to their patients, delivered directly to their homes anywhere across the U.S. HCD has contracts with hundreds of insurance companies including Medicare, state Medicaid plans and commercial insurance plans throughout the U.S. HCD offers a wide array of name-brand products across multiple chronic care categories, including Incontinence, Diabetes, Ostomy, Urological, Wound Care, Equipment and Oral Nutritional Supplements. These products are instrumental in assisting people to return home from a hospital stay or remain in the home setting. HCD has offices across the US and distribution that enables next-day delivery for 96% of the US population. Founded in 1996, HCD has a successful operating history and today employs over 350 teammates. HCD is guided by the company's purpose statement: To help people live with confidence and dignity. With a 98% customer satisfaction rating, HCD is elevating the industry standard.
Due to the success of our organization, we are hiring!
The Intake Representative is responsible for managing and following up on all new customer orders. This role involves creating, faxing, mailing, and tracking the necessary medical and/or insurance documentation from physicians' offices, insurance companies, and patients. The representative coordinates every detail of the initial shipment of medical supplies to new customers, ensuring compliance with all regulatory and company policies. Effective communication with healthcare professionals is key, with the ultimate goal of building strong relationships with decision-makers that result in consistent patient referrals.
ESSENTIAL DUTIES:

  • Accurately performs each step in the process from order to ship. This includes initial engagement and customer intake, data entry to build the order, insurance verification, prior authorization as needed, gathering, and verifying proper documentation and completing the shipping process.
  • Consistently ensures compliance with established regulatory requirements and department and Company standards and procedures.
  • Effectively communicates with healthcare professionals and customers to provide updates on patient order status with the overall objective of building professional relationships with key decision makers that yield regular referring contacts with a continual stream of patient referrals.
  • In accordance with department policy, thoroughly notes patient accounts when action is required/taken and/or upon each completed or attempted contact with the patient.
  • Expedites service in situations requiring urgent attention as determined by management.
  • Provides patients with a comprehensive explanation of required documents and explains how to complete required documents, as necessary.
  • Identifies opportunities for improvement and contributes to solutions to enhance workflow efficiency and enhance the customer's experience.
  • Maintains appropriate level of communication and confidentiality.
  • Performs all other duties as assigned, which may vary at any time with or without notice.
REQUIREMENTS:
  • High School Diploma or GED
  • Call Center experience is required, preferably in a customer service role
  • Medical experience is helpful. Medical office, CNA, etc.
  • MS Office knowledge
  • Preference given to bilingual candidates
PHYSICAL REQUIREMENTS:
  • Sitting: Ability to sit for extended periods, typically 6-8 hours a day, while working at a computer station.
  • Manual Dexterity: Proficiency in using a keyboard, mouse, and other computer peripherals for data entry and communication purposes.
  • Visual Acuity: Ability to view a computer screen for prolonged periods, with good visual acuity to read small print and accurately enter data.
  • Hearing: Adequate hearing ability, with or without correction, to understand and respond to customer inquiries via telephone or other audio equipment.
  • Repetitive Movements: Regular use of the hands, wrists, and fingers to perform repetitive tasks such as typing and using a mouse.
COMPENSATION:
This is a full-time, non-exempt position with a competitive hourly rate.
BENEFITS:
  • Medical/Dental/Vision Insurance
  • Health Savings Account
  • Life Insurance
  • 401K Plan
  • Paid Holidays
  • Competitive PTO schedule that includes vacation, sick, and personal days
  • Paid training
  • Casual dress code

Due to the high volume of applications we receive, we are unable to respond individually to each applicant. Rest assured, if your qualifications align with our needs, we will reach out to you directly to discuss the next steps. We request that you refrain from making phone calls to inquire about the status of your application. Thank you for your understanding and interest in joining our team.

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