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Financial Intake Jobs (NOW HIRING)

Coral Connect LLC

Intake Specialist

Boca Raton, FL · On-site

$16.75 - $22.50/hr

Authorization & Financial Clearance Support * Support prior authorization submission by ensuring accurate and complete intake documentation * Assist in gathering clinical documentation required for ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

Coral Connect LLC

Intake Specialist

Boca Raton, FL · On-site +1

$16.75 - $22.50/hr

Authorization & Financial Clearance Support * Support prior authorization submission by ensuring accurate and complete intake documentation * Assist in gathering clinical documentation required for ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

husadayforce

Intake Worker

New York, NY

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

Oso Home Care

Director of Infusion Intake

Irvine, CA · On-site

$80K - $120K/yr

Present departmental performance, financial results, and strategic initiatives to Executive Leadership. Patient Access & Intake Operations * Provide oversight of the complete patient intake lifecycle ...

Mosaic Pediatric Therapy

Intake Manager

Charlotte, NC · On-site

As the Intake Manager, you will lead the day-to-day operations of our Intake team serving as a ... Comfort and capability in communicating financial responsibility and collect client responsibility ...

Oso Home Care

Director of Infusion Intake

Irvine, CA · On-site

$80K - $120K/yr

Present departmental performance, financial results, and strategic initiatives to Executive Leadership. Patient Access & Intake Operations * Provide oversight of the complete patient intake lifecycle ...

KabaFusion

Director, Intake

Charlotte, NC · On-site

Oversees the intake process by managing eligibility, authorization, changes in orders, negotiated rates, financial obligation documents and all necessary payor information for all services rendered ...

Banyan

Intake Coordinator

Seminole, FL · On-site

$16.75 - $22.75/hr

Perform verification of benefits (VOB) at the point of admission and ensure accuracy of insurance and financial documentation * Communicate intake steps and expectations clearly using trauma-informed ...

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 ...

Cutting Edge Staffing LLC

Intake Coordinator

Seminole, FL

$16.75 - $22.75/hr

Perform verification of benefits (VOB) at the point of admission and ensure accuracy of insurance and financial documentation * Communicate intake steps and expectations clearly using trauma-informed ...

Light Counseling

Intake Manager

Forest, VA · On-site

Collaborate with the Billing Manager to verify insurance eligibility and financial readiness * Work closely with the Client Care Manager to ensure seamless transitions between intake, scheduling, and ...

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 ...

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Financial Intake information

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How much do financial intake jobs pay per hour?

As of Aug 17, 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?

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 is a financial intake?

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 does a financial intake do?

A financial intake involves collecting and reviewing clients' financial information to assess their eligibility for services or programs. It typically includes gathering documents, verifying income, and documenting financial details, often using specialized software or forms. This process helps ensure accurate financial assessment and proper case management.

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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. 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

Coral Connect LLC

Boca Raton, FL • On-site

$16.75 - $22.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Coral Connect, LLC ("Coral") is a technology-enabled service provider focused on reducing healthcare costs through intelligent data management, pharmacy optimization, and value-driven sourcing. Our mission is to make specialty care more accessible, efficient, and equitable by improving operations at community care organizations, infusion centers, and specialty providers.
Job Overview:
The Intake Specialist is responsible for managing incoming referrals for specialty pharmacy and ambulatory infusion center (AIC) services. This role ensures accurate and timely processing of patient information, coordination of benefits, and initiation of services. The Intake Specialist serves as a key liaison between providers, patients, payers, and internal teams to facilitate a seamless onboarding experience and support timely access to therapy.
Responsibilities:
Your key responsibilities will include:

  • Referral Intake & Processing
    • Receive and review incoming referrals via fax, electronic portals, and provider communications
    • Accurately enter patient demographics, insurance information, and referral details into the system
    • Verify completeness of referral documentation, including clinical notes, orders, and supporting documentation
    • Ensure all required elements are obtained prior to benefits investigation and authorization
  • Patient & Provider Communication
    • Conduct welcome calls to patients, explaining services, next steps, and financial expectations
    • Communicate with referring providers to obtain missing or clarifying information
    • Maintain professional and timely communication with patients, caregivers, and healthcare providers
  • Insurance & Benefits Coordination
    • Initiate benefits investigation for pharmacy and infusion services
    • Identify payer requirements, coverage limitations, and prior authorization needs
    • Communicate findings to internal teams and escalate issues as needed
  • Authorization & Financial Clearance Support
    • Support prior authorization submission by ensuring accurate and complete intake documentation
    • Assist in gathering clinical documentation required for authorization approval
    • Coordinate with financial counseling teams to provide patient cost estimates and discuss assistance options
  • Program Enrollment & Assistance Support
    • Identify patients eligible for manufacturer assistance programs or copay support
    • Initiate enrollment processes for assistance programs as applicable
  • Workflow Coordination
    • Route referrals to appropriate teams
    • Track referral status to ensure timely progression through the intake process
    • Maintain documentation and audit trails in accordance with compliance standards
Qualifications:
To excel in this role, you should possess the following qualifications:
  • High school diploma or equivalent required
  • Minimum 1-3 years of experience in healthcare intake, medical office, specialty pharmacy, or infusion services
  • Experience with prior authorizations, benefits investigation, or revenue cycle processes preferred
  • Strong attention to detail and accuracy in data entry
  • Knowledge of insurance plans, including commercial, Medicare, and Medicaid
  • Ability to manage high-volume workload and meet turnaround time expectations
  • Excellent communication and customer service skills
  • Proficiency in EMR systems and pharmacy/infusion platforms (e.g., WeInfuse, CareTend, Brightree, or similar) preferred

Education:
Bachelor's degree or relevant experience is preferred.
License Requirement: N/A
Job Benefits:
Health, Dental, Vision, Life, 401k, Paid Time Off.
Location:
Remote with limited travel to client locations, internal business meetings, and other locations as needed.

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