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Customer Intake Specialist Jobs (NOW HIRING)

Newman Group Search

Intake Specialist

Fremont, CA

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Mundelein, IL

$18 - $24.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

San Mateo, CA

$20.25 - $27/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Sonoma, CA

$20 - $26.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Sunnyvale, CA

$21 - $28.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Alameda, CA

$20.50 - $27.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

San Francisco, CA

$21 - $28/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Santa Clara, CA

$20.75 - $27.75/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Santa Rosa, CA

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

Hayward, CA

$20.25 - $27.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Newman Group Search

Intake Specialist

San Jose, CA

$20.75 - $27.75/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Quipt Home Medical Corp

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

An Intake Specialist is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries, and complaints. The needs of each day vary, and our Intake ...

Quipt Home Medical

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

An Intake Specialist is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries, and complaints. The needs of each day vary, and our Intake ...

QUIPT HOME MEDICAL INC

Intake Specialist

Senath, MO

$15 - $20/hr

An Intake Specialist is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries, and complaints. The needs of each day vary, and our Intake ...

Lawyers for Justice, PC

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

The Intake Specialist is an integral part of generating new business for the Firm and must ... stellar customer service, professionalism, enthusiasm, and compassion; · Performing unbiased ...

Somekh & Associates

Intake Specialist

Garden City, NY · On-site

$17 - $20/hr

Description The Intake Specialist handles the Firm's initial contact with potential new clients ... Qualifications • Prior customer service experience required. • Education and/or work experience ...

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Customer Intake Specialist information

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$31

How much do customer intake specialist jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for customer intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

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

AspectCustomer Intake SpecialistCustomer Service Representative
Primary RoleGathers initial client information, assesses needs, and facilitates onboarding processes.Handles ongoing customer inquiries, provides support, and resolves issues.
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or administrative experience.High school diploma; customer service experience often preferred.
Work EnvironmentOffice settings, healthcare, legal, or financial industries.Call centers, retail, or office environments across various industries.
Employer UsageUsed in industries requiring client intake and onboarding processes.Common across industries for ongoing customer support.

While both roles involve interacting with customers, the Customer Intake Specialist focuses on initial client assessment and onboarding, whereas the Customer Service Representative handles ongoing support and issue resolution. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

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

To thrive as a Customer Intake Specialist, you need excellent communication skills, attention to detail, and experience with data entry or customer service, often supported by a high school diploma or relevant certification. Familiarity with CRM software, intake forms, and ticketing systems is typically required. Strong interpersonal skills, patience, and problem-solving abilities help you excel in gathering accurate information and building rapport with clients. These skills ensure efficient, accurate client onboarding and a positive customer experience, which are critical for organizational success.

What is a Customer Intake Specialist?

A Customer Intake Specialist is a professional responsible for greeting new clients, gathering essential information, and ensuring that customer needs are properly assessed and documented. They serve as the first point of contact for customers, handling inquiries, collecting required documentation, and entering data into company systems. This role is crucial in various industries, such as healthcare, legal, and customer service, as it helps streamline processes and ensures clients are directed to the appropriate services or departments. Customer Intake Specialists must possess strong communication, organizational, and data entry skills.

How does a Customer Intake Specialist typically collaborate with other departments during the onboarding process?

As a Customer Intake Specialist, you will frequently interact with various departments such as sales, customer support, and operations to ensure a seamless onboarding experience. Your main responsibilities involve gathering necessary documentation, verifying customer information, and communicating any special requirements to relevant teams. Collaboration is key, as you'll often need to clarify customer needs, resolve discrepancies, and provide timely updates to colleagues to keep everyone aligned. This cross-functional teamwork helps ensure clients are set up accurately and efficiently, fostering a positive first impression and smooth transition into ongoing service.
More about Customer Intake Specialist jobs
What job categories do people searching Customer Intake Specialist jobs look for? The top searched job categories for Customer Intake Specialist jobs are:
Infographic showing various Customer Intake Specialist job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Intake Specialist

Newman Group Search

Fremont, CA

$19.50 - $26/hr

Other

Posted 11 days ago

Job description

Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist


We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.


Key responsibilities

  • Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
  • Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
  • Serve as the customer's first point of contact, setting the tone for the company's brand in the opening moments of every interaction
  • Track open items and follow through on outstanding tasks to ensure nothing falls through the cracks
  • Identify and escalate recurring friction points to help improve upstream processes


The strongest candidates will bring high-volume customer service or call center experience and a genuine enthusiasm for talking with people all day. Insurance experience is a plus but is not required. Bilingual (Spanish) candidates and those with familiarity with COIs, endorsements, or carrier communications are particularly encouraged to apply.


Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.

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