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Customer Intake Representative Jobs (NOW HIRING)

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

Be Seen First

Our Intake Representative is often the first person in our Law Firm to speak with Potential New ... Caring Customer Service experience is essential for this position. Some sales experience is a plus ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

High School Diploma or GED or equivalent * 1 year or more of customer service experience Preferred ... Our Patient Intake Representatives are the face of the company and are the point of contact for our ...

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Customer Intake Representative information

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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:
Patient Intake Representative

Patient Intake Representative

Hackensack Meridian Health

Monroe Township, NJ • On-site

$20.64/hr

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Hackensack Meridian Health rating

7.8

Company rating: 7.8 out of 10

Based on 349 frontline employees who took The Breakroom Quiz

130th of 864 rated healthcare providers


Job description

Patient Intake Representative

Our team members are the heart of what makes us better.

At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.

Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.

The Patient Intake Representative is responsible for providing a wide variety of activities including but not limited to: initiating patient intakes; scheduling appointments; performing insurance screening and verification/authorization processes; patient registration; handling a high volume of customer calls/inquiries; entering patient charges; responding to medical records requests and billing inquiries; preparing reports; maintenance of department records.

Responsibilities

  • Communicates all pertinent information to patient/customer at initial and subsequent contacts.
  • Answers incoming department calls within three rings. Fields department call volume: asks appropriate questions to screen calls, relays accurate information to caller, takes appropriate action.
  • Monitors voicemail and initiates appropriate follow-up. Relays messages to staff per department guidelines.
  • Obtain and document all pertinent information for scheduling intake to facilitate effective insurance verification, scheduling and registration processes.
  • Verifies insurance on all new referrals and screens appropriately for department specific needs.
  • Documents all interactions with insurance representatives, patients/customers and interested parties.
  • Pursues, researches and relays any discrepancies to insurance company representatives, patients and appropriate supervisors.
  • Compiles statistical information as needed per department needs. Prints daily scheduling reports. Forwards reports to referral sources documenting accurate information.
  • Follows department procedures for initiating required authorizations for services and verifying receipt of authorizations.
  • Pre-registers patients per department guidelines. Obtains insurance cards, prescriptions, insurance referrals along with other required registration forms.
  • Updates, revises and enters all information in registration system. Obtains patient signatures on all registration paperwork.
  • Informs patient of co-payment/payment responsibilities and collects payment.
  • Compiles new patient chart including department forms.
  • Schedules, re-schedules, coordinates and prioritizes scheduling of multiple service needs. Updates schedules per department guidelines.
  • Advises patient/customer of department guideline related to scheduling, registration, cancellations and late arrivals.
  • Completes all scheduling processes prior to patient's first visit and assures that all involved parties have necessary information.
  • Other duties and/or projects as assigned.
  • Adheres to HMH Organizational competencies and standards of behavior.
  • Lifts a minimum of 5 lbs., pushes and pulls a minimum of 5 lbs. and stands a minimum of 1 hour a day.

Qualifications

  • Education, Knowledge, Skills and Abilities Required:
  • High School diploma, general equivalency diploma (GED), and/or GED equivalent programs.
  • Minimum of 1 year related work experience in a physician practice, hospital setting or directly related customer service setting.
  • Good organizational skills; ability to set priorities effectively.
  • Excellent communication, written and interpersonal skills; and ability to accept direction and perform multiple tasks.

If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!

Compensation Minimum rate of $20.64 Hourly HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package. The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:

  • Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
  • Experience: Years of relevant work experience.
  • Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
  • Skills: Demonstrated proficiency in relevant skills and competencies.
  • Geographic Location: Cost of living and market rates for the specific location.
  • Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
  • Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.

Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts. In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.

HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER

All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.


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