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Financial Intake Jobs (NOW HIRING)

Oso Home Care

Infusion Intake Manager

Irvine, CA · On-site

$80K/yr

Oversee the intake process from referral receipt through admission to ensure timely patient ... Manage insurance benefit verification, prior authorization requirements, and financial clearance ...

Apply Early

Oso Home Care

Infusion Intake Manager

Burbank, CA · On-site

$80K/yr

Oversee the intake process from referral receipt through admission to ensure timely patient ... Manage insurance benefit verification, prior authorization requirements, and financial clearance ...

Apply Early

Theranica USA, Inc.

Intake Coordinator

$18.50 - $25/hr

Intake Coordinator Location: United States About Theranica Join Theranica and Revolutionize ... financial responsibility (copays, deductibles, coinsurance) in accordance with compliance ...

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 ...

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 ...

Oso Home Care

Infusion Intake Manager

Burbank, CA · On-site

$80K/yr

Oversee the intake process from referral receipt through admission to ensure timely patient ... Manage insurance benefit verification, prior authorization requirements, and financial clearance ...

Apply Early

Oso Home Care

Infusion Intake Manager

Irvine, CA · On-site

$80K/yr

Oversee the intake process from referral receipt through admission to ensure timely patient ... Manage insurance benefit verification, prior authorization requirements, and financial clearance ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Houston, TX · On-site

$16.50 - $22.25/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

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 ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Metairie, LA · On-site

$16 - $21.50/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

Apply Early

KRW Lawyers

CLIENT INTAKE SPECIALIST

Baton Rouge, LA · On-site

$15.50 - $20.75/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

Apply Early

Elevate Care Northbrook

Intake Coordinator

Northbrook, IL · On-site

$55K - $65K/yr

Intake Coordinator / Admissions Coordinator - Elevate Care! Elevate Care is seeking a detail ... Provide Information & Assistance - Answer questions about services, financial options, and care ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Mobile, AL · Remote

$18.25 - $24.25/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

KRW Lawyers

CLIENT INTAKE SPECIALIST

Beaumont, TX · On-site

$17 - $22.75/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

Apply Early

QUIPT HOME MEDICAL INC

Intake Specialist

Senath, MO

$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 ...

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 ...

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 ...

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Financial Intake information

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How much do financial intake jobs pay per hour?

As of Jul 7, 2026, the average hourly pay for financial intake 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 the key skills and qualifications needed to thrive as a Financial Intake Specialist, and why are they important?

To excel as a Financial Intake Specialist, you need strong analytical skills, attention to detail, and experience with financial documentation, often supported by a background in finance, accounting, or healthcare administration. Familiarity with billing software, electronic health records (EHR), and insurance verification systems is typically required. Excellent interpersonal communication, discretion, and problem-solving abilities help you manage sensitive information and guide clients or patients through financial procedures. These skills ensure accurate financial processing, regulatory compliance, and a positive client experience.

What are the main challenges faced by Financial Intake specialists in managing high volumes of client data?

Financial Intake specialists often handle a large number of client files and sensitive financial information daily. One of the main challenges is ensuring all data is accurately collected, verified, and entered into the system under tight deadlines, while maintaining privacy and compliance with regulations. Effective organization, attention to detail, and clear communication with both clients and team members are essential to overcome these challenges. Collaborating closely with finance and case management teams also helps streamline the intake process and resolve discrepancies efficiently.

What are Financial Intake positions?

Financial Intake positions are roles within organizations, often in healthcare or social services, where employees are responsible for gathering and verifying clients' financial information. This process typically includes assessing eligibility for services, determining payment options, and assisting with insurance or billing questions. Financial Intake staff play a key role in ensuring that clients receive the appropriate financial assistance and that the organization complies with regulatory requirements. Strong communication and organizational skills are important for success in this position.

What is the difference between Financial Intake vs Financial Analyst?

AspectFinancial IntakeFinancial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require certificationBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFront-office, client-facing, often in healthcare, banking, or financial servicesOffice-based, analytical, research-focused in finance departments or investment firms
Employer & Industry UsageUsed in healthcare, banking, and financial services to gather client financial infoUsed across finance sectors for analyzing financial data and advising
Common Search & Comparison IntentUnderstanding role differences, required skills, and career pathsComparing responsibilities, qualifications, and career progression

Financial Intake professionals primarily gather and verify client financial information in client-facing environments, while Financial Analysts focus on analyzing financial data to support decision-making. Both roles require financial knowledge, but differ in responsibilities and work settings.

More about Financial Intake jobs
What job categories do people searching Financial Intake jobs look for? The top searched job categories for Financial Intake jobs are:
Financial Intake jobs near you
Infographic showing various Financial Intake job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.
Intake Coordinator

Intake Coordinator

Volunteers of America Delaware Valley

Camden, NJ • On-site

$18.25 - $24.75/hr

Per diem

Posted 8 days ago

Be an early applicant

Job description

Coordinate the admissions process from the initial request for admission to the final authorization. Responsibilities include screening of potential clients, staffing the front desk, answering phone calls, setting appointments, greeting visitors, filing all necessary paperwork and documentation.

SCOPE OF DUTIES:

  1. Serve as the point of contact for the client until a Substance Abuse Counselor / Case Manager is assigned.
  2. Conduct screenings, document eligibility criteria and communicate criteria to potential clients.
  3. Respond to inquiries regarding eligibility, treatment plans, program operational procedures, and daily schedules.
  4. Conduct initial intake screening which includes entering personal demographic and financial data into NJSAMS-DASIE based upon referral documentation and/or client, or client representative interview.
  5. Coordinate data transfer from NJSAMS-DASIE into SecurManage (either manually or electronically) ensuring demographic data, financial eligibility and initial counselor assessment appointment are complete.
  6. Complete daily movements in SecurManage system which results in billing of per diem for residential clients.
  7. Ensure all referral documentation and any other eligibility criteria are complete to ensure costs for care are authorized. Following up to verify counselors have completed required intake documentation in case files for new clients. Edit intake movements as necessary to facilitate accurate billable events of clients.
  8. Work in conjunction with the Program Director to ensure all treatment services are recorded and documented to generate billing invoices.
  9. Act as primary Presumptive Eligibility Coordinator by assisting clients to register for health insurance at intake for all residential and ambulatory clients. Document via case note and communicate health insurance updates to the Treatment Team weekly.
  10. Conduct weekly reviews of database to ensure all documentation is updated.
  11. Provide support to the Program Director.
  12. Interact with all clients, staff, and outside contacts with respect and courtesy.
  13. Maintain client and staff confidentiality in compliance with administrative policies and procedures.
  14. Attend and participate in regularly scheduled staff meetings, supervisory conferences, and training sessions.
  15. Other duties assigned by Program Director.