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Customer Intake Representative Jobs (NOW HIRING)

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 ...

At least two (2) years of previous experience in Customer Service or telephone sales. Physical ... The Intake Representative demonstrates HAH's core values to potential clients and guides them ...

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 ...

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Customer Intake Representative information

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$9

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How much do customer intake representative jobs pay per hour?

As of May 30, 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 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 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 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.

More about Customer Intake Representative jobs
What cities are hiring for Customer Intake Representative jobs? Cities with the most Customer Intake Representative job openings:
Customer Intake Rep I Norwood MA

Customer Intake Rep I Norwood MA

Home Care Delivered

Norwood, MA

$18 - $24.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Home Care Delivered rating

7.4

Company rating: 7.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz


Job description

Customer Intake Representative

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 Customer Intake Representative will be a vital member of our call center team where they will engage with both internal and external customers in a highly professional manner. This role will be responsible for coordinating the shipment of medical supplies to our recurring customers, ensuring compliance with all regulatory and company policies.

Essential Duties:

  • Communicates with internal and external customers via telephone and email in a highly professional, caring and knowledgeable manner.
  • Properly documents and notes all orders with actions taken and other pertinent information.
  • Maintains current knowledge of, and adhere to the company's product formularies.
  • Demonstrates knowledge of insurance procedures and regulations and be able to discuss them with customers, medical professionals, and caregivers as they relate to specific customer policies.
  • Executes all tasks required to accurately assist customers in receiving products for all conditions serviced by HCD.
  • Conditions to include; Incontinence, Diabetic, and Nutritional
  • Meets & maintains department productivity standards as communicated by the Customer Service Management team.
  • Maintains acceptable QA Standards on calls as measured by Customer Service Leadership team.
  • Performs all other duties as assigned, which may vary at any time with or without notice.
  • Cooperates with internal and external investigations, reviews and audits. Engages in good faith reporting of compliance concerns. Participates in annual and ad hoc compliance training.
  • Performs all duties in full compliance with all federal and state statutes, regulations and policies, CHAP requirements & policies, and HCD's Compliance Program & Standards; including but not limited to; maintaining strict confidentiality and privacy of patients' protected health information (as defined by HIPPA) in accordance with HIPPA regulations.

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.