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Financial Intake Specialist Jobs (NOW HIRING)

CFS

Accounting Intake Specialist

Cleveland, OH · Hybrid

$17.25 - $23/hr

Accounting Intake Specialist Location: Cleveland, OH Salary: $60,000-$85,000 Benefits: Hybrid ... Be the financial gatekeeper for new client and matter setup * High visibility across Finance ...

QUIPT HOME MEDICAL INC

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Quipt Home Medical Corp

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Quipt Home Medical

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Quipt Home Medical

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

QUIPT HOME MEDICAL INC

Intake Specialist

Corinth, MS · On-site

$14.50 - $19.25/hr

As an Intake Specialist, you represent our company to referrals and patients. Our Intake ... Informs customers of financial responsibility. Communicates documentation needs to referral sources ...

Quipt Home Medical

Intake Specialist

Corinth, MS · On-site

$14.50 - $19.25/hr

As an Intake Specialist, you represent our company to referrals and patients. Our Intake ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Quipt Home Medical Corp

Intake Specialist

Corinth, MS · On-site

$14.50 - $19.25/hr

As an Intake Specialist, you represent our company to referrals and patients. Our Intake ... Informs customers of financial responsibility. • Communicates documentation needs to referral ...

US VETS Inc

Intake Specialist

Los Angeles, CA · On-site

$21.78 - $27.23/hr

Intake Specialist USVETS Los Angeles - Los Angeles, CA 90015 Salary Range $21.78 - $27.23 Hourly ... of Temporary Financial Assistance. Qualifications Requirements: * Bachelors degree in social ...

EDSI Solutions

Intake Specialist

Erie, PA · On-site

$17.25 - $23/hr

Intake Specialist Do you have a passion for making a difference in someone's life? Are you looking ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

U.S.VETS

Intake Specialist

Los Angeles, CA

$21.78 - $27.23/hr

The Intake Specialist provides direct support to the program team and serves as the point of ... Temporary Financial Assistance. Requirements: * Bachelors degree in social services field or a ...

AdaptHealth

Intake Specialist

Salt Lake City, UT · On-site

$17 - $19/hr

Intake Specialist The Intake Specialist plays a vital role in supporting patient access to care by ... regarding financial responsibility, contacting patients when documentation does not meet payer ...

Quipt Home Medical

Intake Specialist

Corinth, MS · On-site

$14.50 - $19.25/hr

As an Intake Specialist, you represent our company to referrals and patients. Our Intake ... Informs customers of financial responsibility. • Communicates documentation needs to referral ...

MedWiz Pharmacy

Intake Specialist

Nanuet, NY · On-site

$34K - $52K/yr

The Intake Specialist supports the accurate and timely onboarding of new patients into the pharmacy ... Protect confidential patient and financial information. * Meet established quality, productivity ...

Educational Data Systems, Inc.

Intake Specialist

Erie, PA · On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

Educational Data Systems, Inc.

Intake Specialist

Erie, PA · On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

Educational Data Systems Inc

Intake Specialist

Erie, PA · On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

In The Network

Intake Specialist

Atlanta, GA · On-site

$17 - $22.75/hr

Conduct thorough interviews with clients to collect personal, financial, and service-related ... The Intake Specialist utilizes strong communication skills daily to effectively interact with ...

Suncoast Center

Intake Specialist

Saint Petersburg, FL · On-site

$16.75 - $22.50/hr

Intake Specialist The Intake Specialist plays a critical role in the initial phase of client ... Informs clients of payment responsibility for services rendered and offers financial resources as ...

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Financial Intake Specialist information

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How much do financial intake specialist jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for financial 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 a financial intake specialist?

Financial Intake Specialists are professionals who assess and collect financial information from clients, typically at the beginning of their engagement with an organization, such as a healthcare facility or social services agency. They verify income, insurance coverage, and other financial details to determine eligibility for services, payment plans, or financial assistance programs. Their role ensures that clients receive appropriate services while organizations maintain accurate financial records and compliance with relevant regulations.

What are the key skills and qualifications needed to thrive as a financial intake specialist, and why are they important?

To thrive as a Financial Intake Specialist, you need strong analytical skills, attention to detail, and experience in finance or healthcare administration, often supported by a relevant degree or on-the-job training. Familiarity with billing software, electronic health records (EHR), and insurance verification systems is typically required. Exceptional interpersonal communication, problem-solving abilities, and discretion with sensitive information help set top performers apart. These skills ensure accurate financial assessments, smooth client onboarding, and compliance with regulations, all of which are critical for organizational efficiency and client satisfaction.

What are some common challenges faced by financial intake specialists, and how can they be overcome?

Financial Intake Specialists often encounter challenges such as gathering incomplete or inconsistent financial information from clients, managing high call volumes, and maintaining accuracy under tight deadlines. Building strong communication skills and attention to detail can help address these issues. Additionally, collaborating closely with other departments and utilizing robust intake software can streamline processes and reduce errors, ensuring clients receive timely and accurate financial assistance.

What is the difference between Financial Intake Specialist vs Insurance Coordinator?

AspectFinancial Intake SpecialistInsurance Coordinator
CredentialsHigh school diploma, sometimes certifications in finance or healthcareHigh school diploma, often certifications in insurance or healthcare administration
Work EnvironmentHealthcare offices, clinics, hospitalsMedical offices, insurance companies, healthcare facilities
Employer & IndustryHealthcare providers, hospitals, clinicsInsurance companies, healthcare organizations
Primary FocusGathering financial information from patients, verifying insurance detailsManaging insurance claims, verifying coverage, processing authorizations

The Financial Intake Specialist primarily focuses on collecting and verifying patients' financial and insurance information at healthcare facilities. In contrast, the Insurance Coordinator handles insurance claims, coverage verification, and authorization processes. While both roles require knowledge of insurance procedures and customer service skills, their daily tasks and focus areas differ within the healthcare industry.

Do you need a degree to be a financial intake specialist?

A degree is not always required to become a financial intake specialist, but relevant education such as a high school diploma or equivalent is typically necessary. Many employers value customer service skills, attention to detail, and familiarity with financial or healthcare systems, and some may prefer or require certifications or training programs. Job requirements can vary by employer and industry.

How much do financial intake specialists make in the US?

Financial Intake Specialists in the US typically earn between $35,000 and $50,000 annually, depending on experience, location, and employer. Entry-level positions may start lower, while experienced specialists with certifications can earn higher salaries. The role often involves data entry, customer service, and familiarity with billing or financial software.
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Financial Intake Specialist jobs near you
Infographic showing various Financial Intake Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Accounting Intake Specialist

CFS

Cleveland, OH • Hybrid

$17.25 - $23/hr

Full-time

Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Job title: Accounting Intake Specialist

Location: Cleveland, OH

Salary: $60,000-$85,000

Benefits: Hybrid flexibility, bonus potential, 401K match, 4 weeks PTO

Why This Opportunity Stands Out (Accounting Intake Specialist):

  • Hybrid schedule with a respected downtown Cleveland law firm
  • Be the financial gatekeeper for new client and matter setup
  • High visibility across Finance, Billing, and Intake teams
  • Opportunity to develop expertise in legal accounting and billing operations

Key Responsibilities (Accounting Intake Specialist):

  • Oversee the financial onboarding and setup of new clients and matters within the firm's accounting system.
  • Review intake information to ensure accuracy and completeness before financial setup.
  • Establish and maintain client billing rates, fee arrangements, and matter-specific financial details.

Qualifications (Accounting Intake Specialist):

  • Experience in accounting, billing, finance operations, legal billing, or client/matter intake.
  • Strong attention to detail with the ability to manage multiple priorities.

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