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Financial Intake Specialist Jobs (NOW HIRING)

Intake Specialist

Phoenix, AZ · On-site

$17.50 - $23.50/hr

... Finance department • Assists Supervisor and others by responding to inquiries sent by secretaries and attorneys regarding the status of their request • Assists with other projects and tasks as ...

Intake Specialist

Houston, TX · On-site

$17 - $22.75/hr

... Finance department • Assists Supervisor and others by responding to inquiries sent by secretaries and attorneys regarding the status of their request • Assists with other projects and tasks as ...

Intake Specialist

Salt Lake City, UT · On-site

$17.25 - $23/hr

... Finance department • Assists Supervisor and others by responding to inquiries sent by secretaries and attorneys regarding the status of their request • Assists with other projects and tasks as ...

Intake Specialist

Flint, MI · On-site

$17.25 - $23/hr

Intake Specialist At The Salvation Army our employees are the heartbeat of our mission. We foster a ... Conducts screenings for in-kind and financial needs; determining and discerning primary need and ...

Intake Specialist

Austin, TX · On-site

$17.50 - $23.50/hr

... Finance department • Assists Supervisor and others by responding to inquiries sent by secretaries and attorneys regarding the status of their request • Assists with other projects and tasks as ...

Intake Specialist

Allenwood, PA · On-site

$16.75 - $22.25/hr

Overview Join White Deer Run as an Intake Specialist! Be One of the First Steps in a Person ... May discuss client's financial responsibility and take payment as applicable. • Provides ...

Intake Specialist

Bryan, TX · On-site

$14.75 - $19.75/hr

Coordinate with the business office regarding insurance authorization, financial verification, and ... Intake Specialist's goal is to make the admission process responsive, organized, welcoming, and ...

New

Intake Specialist

Allenwood, PA

$16.75 - $22.25/hr

Overview Join White Deer Run as an Intake Specialist! Be One of the First Steps in a Person ... May discuss client's financial responsibility and take payment as applicable. Provides exceptional ...

The Intake Specialist is onsite and schedule is Monday-Friday 1:30pm-10:00 pm. Core ... Communicate with patients regarding financial responsibility, collect payments when applicable, and ...

Intake Specialist

Allenwood, PA

$16.75 - $22.25/hr

Join White Deer Run as an Intake Specialist! Be One of the First Steps in a Person's Recovery ... May discuss client's financial responsibility and take payment as applicable. • Provides ...

Client Intake Specialist Looking for a chance to join a close-knit, compassionate team of dedicated ... financial lives and prosper in the future. We offer a competitive salary and benefits package ...

Intake Specialist

Bryan, TX

$14.75 - $19.75/hr

Coordinate with the business office regarding insurance authorization, financial verification, and ... Intake Specialist's goal is to make the admission process responsive, organized, welcoming, and ...

New

Business Intake Specialist

Boise, ID · On-site

$15.25 - $20.50/hr

The Business Intake Specialist provides crucial operational and analytical support to billing ... financial coordination, professional correspondence, meeting logistics, communication management ...

Probation Intake Specialist

Orlando, FL

$16.50 - $22.25/hr

The Intake Specialist will coordinate the client's intake into Bridges International the Level II ... Will provide a monthly report to the Chief Financial Officer reflecting all court referral and ...

Intake Specialist

Houston, TX · On-site

$17 - $22.75/hr

Intake Specialist We are seeking a highly organized and detail-oriented Intake Specialist to join ... The position is based in our Galleria office and reports to the CFO. Compensation is based on ...

New

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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 20, 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.
More about Financial Intake Specialist jobs

What cities are hiring for Financial Intake Specialist jobs?

Cities with the most Financial Intake Specialist job openings:

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.

Intake Specialist

Greenberg Traurig

Phoenix, AZ • On-site

$17.50 - $23.50/hr

Other

Re-posted yesterday


Greenberg Traurig rating

9.4

Company rating: 9.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

3rd of 34 rated law firms


Job description

Intake Specialist

Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.

Join our Conflicts Team as an Intake Specialist located in one of our GT Offices.

This role will be based in one of our GT offices, on a remote basis. This role reports to the Intake Manager.

Position Summary

This position's primary responsibility is regarding the data entry of information into the Conflicts and Accounting System software. This individual will also assist on other projects as assigned to include: database clean-up, closing of new clients, and responding to inquiries from clients (namely from secretaries). This role will report to the Intake Supervisor.

Key Responsibilities

• Assists with the administrative tasks associated with opening new matters in workflow

• Ensures accurate and timely completion of assigned tasks

• Assists with the monitoring of back office processes as it pertains to the opening of new matters in CMS

• Assists Supervisor with the review of clients prior to requesting them to be closed by the firm's Accounting / Finance department

• Assists Supervisor and others by responding to inquiries sent by secretaries and attorneys regarding the status of their request

• Assists with other projects and tasks as assigned

Qualifications

Skills & Competencies

• Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation, including active listening and ability to convey information clearly

• Ability to prioritize workload and adapt to a fast-paced, high-pressure environment to meet strict deadlines to achieve business goals and objectives

• Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented

• High attention to detail, outstanding organizational skills, and the ability to manage time effectively

• Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills

• Proactive in identifying accounting issues and providing solutions

Education & Prior Experience

• Previous data entry experience, ideally in an accounting office within a law firm

• Experience with accounting and conflicts database software, e.g. CMS, iManage

Technology

• Proficiency with Windows-based software, strong Excel preferred

• Exceptional computer skills with the ability to learn new software applications quickly

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.


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