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Financial Intake Specialist Jobs (NOW HIRING)

company907

Financial Intake Specialist

Dover, OH · On-site

$16.50 - $22.25/hr

The Financial Intake Specialist will be responsible for patient registration, completing financial assessments and updates, data entry, daily payor reports and general office duties. This is a fast ...

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 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

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 ...

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 ...

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 ...

Allen Allen Allen & Allen

Intake Specialist

Fredericksburg, VA · On-site

$16.50 - $22.25/hr

The Intake Specialist is a full time, non-exempt level position reporting to the New Case Group ... The financial benefits of working at Allen & Allen include competitive salaries, 401k contribution ...

Benesch Law

Accounting Intake Specialist

Cleveland, OH · On-site

$62K - $84K/yr

The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team ...

U.S.VETS

Intake Specialist

Inglewood, CA

$21.78 - $25/hr

As an Intake Specialist, you'll guide veterans and their families through the intake and ... Track Temporary Financial Assistance for clients in SSVF or GPD Transitional Housing programs.

Benesch

Accounting Intake Specialist

Cleveland, OH · Hybrid

$62K - $82K/yr

The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team ...

Suncoast Center

Intake Specialist

Saint Petersburg, FL · On-site

$17 - $22.75/hr

The Intake Specialist plays a critical role in the initial phase of client engagement by ... 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 Jul 14, 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 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 does an intake specialist for a financial firm do?

A financial intake specialist is responsible for gathering client information, verifying financial documents, and assessing clients' financial needs to facilitate appropriate services. They often use data entry skills and customer service techniques to ensure accurate and efficient onboarding processes within the firm.

What jobs make $1,000,000 a year?

Financial Intake Specialists typically do not earn $1,000,000 annually. Jobs that can reach this level include high-level executives, investment bankers, hedge fund managers, and successful entrepreneurs, often requiring extensive experience, advanced skills, and significant risk management. Such roles are usually in finance, technology, or business ownership and often involve performance-based bonuses or profit sharing.

What are the duties of an intake specialist?

A Financial Intake Specialist is responsible for collecting and verifying client financial information, assessing eligibility for services, and entering data accurately into systems. They often communicate with clients to gather documentation, ensure compliance with policies, and support the intake process efficiently.

What are Financial Intake Specialists?

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.

Do you need a degree to be an intake specialist?

A degree is not typically required to become a financial intake specialist, but relevant experience, strong communication skills, and knowledge of financial or healthcare systems are important. Some employers may prefer candidates with post-secondary education or certifications in related fields. On-the-job training is common for this role.

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.

More about Financial Intake Specialist jobs
What cities are hiring for Financial Intake Specialist jobs? Cities with the most Financial Intake Specialist job openings:
What job categories do people searching Financial Intake Specialist jobs look for? The top searched job categories for Financial Intake Specialist jobs are:
Financial Intake Specialist jobs near you
Infographic showing various Financial Intake Specialist job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Financial Intake Specialist

company907

Dover, OH • On-site

$16.50 - $22.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Description
SpringVale Health Centers, Inc. is looking for a full-time Financial Intake Specialist to join our Dover office. This is a full-time, non-exempt position working Monday through Friday.
The Financial Intake Specialist will be responsible for patient registration, completing financial assessments and updates, data entry, daily payor reports and general office duties. This is a fast-paced position requiring excellent time management skills and the ability to multitask while managing interruptions throughout the workday. Candidates should be comfortable engaging with clients over the phone and in person to obtain required information in a timely manner.
Employee Benefits:
  • Competitive Pay
  • Medical, Dental, and Vision
  • Health Savings Account (HSA)
  • 401(k) with employer match
  • Paid Holidays
  • Paid Vacation and Sick Time
  • Paid Personal Days
  • Employee Assistance Program

Qualifications:
High school diploma; Demonstrated medical records knowledge; Three years of medical office or hospital experience preferred. Must be proficient in using Microsoft Office. Candidates should be able to work independently and within a team setting.
SpringVale Health Centers, Inc. is an Equal Opportunity Employer and is highly committed to promoting and maintaining an atmosphere that is culturally inclusive and that welcomes diversity. Pre-employment drug screen, background check, and reference checks are required.

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