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Insurance Intake Specialist Jobs (NOW HIRING)

Intake Specialist

San Mateo, CA ยท On-site

$20.25 - $27/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Santa Rosa, CA ยท On-site

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Hayward, CA ยท On-site

$20.25 - $27.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

San Francisco, CA ยท On-site

$21 - $28/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Sonoma, CA ยท On-site

$20 - $26.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Sunnyvale, CA ยท On-site

$21 - $28.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Santa Clara, CA ยท On-site

$20.75 - $27.75/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Alameda, CA ยท On-site

$20.50 - $27.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Mundelein, IL ยท On-site

$18 - $24.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Fremont, CA ยท On-site

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

San Jose, CA ยท On-site

$20.75 - $27.75/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Medical Insurance - Intake Specialist Reports to: Intake Specialist Supervisor Client Navigators review, organize, and manage the process for new product placement for durable medical equipment in ...

Intake Specialist

Milwaukee, WI ยท On-site

$17.50 - $23.50/hr

Intake Specialist The Intake Specialist serves as a patient advocate and facilitates the process ... Collect, verify, and input medical, insurance, and demographic information with accuracy. * Explain ...

Intake Specialist

Senath, MO ยท On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Medical Insurance- multiple plans to choose from * Dental & Vision Insurance * Short Term ...

Intake Specialist

Forest, VA ยท On-site

$15 - $20/hr

Working in a high-volume, insurance-based setting, the Intake Specialist plays a key role in coordinating communication, verifying insurance, and maintaining accurate client records. This position ...

Intake Specialist

Glendale, CA ยท On-site

$20 - $25/hr

The Intake Specialist is an integral part of generating new business for the Firm and must ... Dental insurance * Health insurance * Paid time off * Vision insurance Schedule: * 8 hour shift

Intake Specialist

Senath, MO ยท On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Medical Insurance- multiple plans to choose from * Dental & Vision Insurance * Short Term ...

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Insurance Intake Specialist information

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How much do insurance intake specialist jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for insurance 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 Insurance Intake Specialists?

Insurance Intake Specialists are professionals who handle the initial processing of insurance-related documents and information for healthcare providers or insurance companies. Their responsibilities include verifying patient insurance coverage, collecting and entering necessary data into systems, and ensuring all required documentation is accurate and complete. They play a crucial role in facilitating smooth billing processes and helping organizations secure timely reimbursements. Strong communication and attention to detail are essential skills for this position.

What are some common challenges faced by Insurance Intake Specialists, and how can they be managed effectively?

Insurance Intake Specialists often encounter challenges such as verifying complex insurance coverage information, managing large volumes of patient data, and navigating varying policies from multiple insurance providers. Effective communication skills, attention to detail, and proficiency with healthcare software systems are essential to ensure accuracy and efficiency. Proactively collaborating with clinical staff and insurance representatives can help resolve discrepancies quickly, while staying updated on changes in insurance regulations helps prevent errors and delays.

What is the difference between Insurance Intake Specialist vs Insurance Claims Processor?

AspectInsurance Intake SpecialistInsurance Claims Processor
Primary RoleGathering initial client information and verifying insurance detailsReviewing and processing insurance claims after service
Required CredentialsHigh school diploma, customer service skills, knowledge of insurance policiesHigh school diploma, familiarity with claims processing, attention to detail
Work EnvironmentOffice setting, healthcare or insurance companiesOffice setting, insurance companies, healthcare providers
Common UsageFrontline role in insurance onboardingBack-end role in claims management

The Insurance Intake Specialist focuses on collecting and verifying client insurance information at the start of the process, while the Insurance Claims Processor handles the review and processing of insurance claims after services are rendered. Both roles require similar credentials and work in office environments within the insurance or healthcare industry, but they serve different stages of the insurance process.

What are the key skills and qualifications needed to thrive as an Insurance Intake Specialist, and why are they important?

To thrive as an Insurance Intake Specialist, you need a solid understanding of insurance policies, medical terminology, and eligibility verification, often supported by experience in healthcare administration or related certifications. Familiarity with electronic health record (EHR) systems, insurance databases, and billing software is typically required. Attention to detail, strong organizational skills, and effective communication set top performers apart in this role. These skills ensure accurate patient intake, proper insurance processing, and a smooth workflow for both patients and providers.
More about Insurance Intake Specialist jobs
Infographic showing various Insurance Intake Specialist job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 79% In-person, 7% Hybrid, and 14% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Intake Specialist

Newman Group Search

San Mateo, CA โ€ข On-site

$20.25 - $27/hr

Other

Posted 14 days ago


Job description

Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist


We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.


Key responsibilities

  • Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
  • Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
  • Serve as the customer's first point of contact, setting the tone for the company's brand in the opening moments of every interaction
  • Track open items and follow through on outstanding tasks to ensure nothing falls through the cracks
  • Identify and escalate recurring friction points to help improve upstream processes


The strongest candidates will bring high-volume customer service or call center experience and a genuine enthusiasm for talking with people all day. Insurance experience is a plus but is not required. Bilingual (Spanish) candidates and those with familiarity with COIs, endorsements, or carrier communications are particularly encouraged to apply.


Newman Group Search is a member of the National Insurance Recruiter Associationยฎ network and specializes in Commercial Risk & Insurance.