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Intake Associate Jobs in Wisconsin (NOW HIRING)

Resale Shoppe Sales Associate

Green Bay, WI ยท On-site

$14.50 - $16.75/hr

Resale Shoppe Sales Associate Looking for a meaningful summer opportunity? The Seasonal Store ... This role assists with customer service, sales floor support, merchandising, donation intake, and ...

Resale Shoppe Sales Associate

Green Bay, WI ยท On-site

$14.50 - $16.75/hr

The Seasonal Store Associate role is a great chance to gain hands-on customer service and retail ... This role assists with customer service, sales floor support, merchandising, donation intake, and ...

Resale Shoppe Sales Associate

Green Bay, WI ยท On-site

$14.50 - $16.75/hr

Resale Shoppe Sales Associate Looking for a meaningful summer opportunity? The Seasonal Store ... This role assists with customer service, sales floor support, merchandising, donation intake, and ...

About the Role FOREVER is seeking an Operations Associate to support daily order processing and ... Primary responsibilities will include converting various types of media, handling intake and ...

Administrative Assistant

Madison, WI

$18.25 - $24.50/hr

... Associate Directors of assigned specialty clinics as well as assigned clinicians; manages all ... Administers intake packets for the families of new patients in conduction with ...

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Intake Associate information

See Wisconsin salary details

$13

$26

$40

How much do intake associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for intake associate in Wisconsin is $26.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $32.50 per hour, depending on experience, location, and employer.

What is the difference between Intake Associate vs Medical Secretary?

AspectIntake AssociateMedical Secretary
Required CredentialsHigh school diploma; some roles may prefer healthcare-related certificationsHigh school diploma; medical office administration certification often preferred
Work EnvironmentHealthcare facilities, clinics, hospitalsMedical offices, clinics, hospitals
Primary ResponsibilitiesGathering patient information, scheduling, initial data entryManaging correspondence, scheduling, medical record management
Common UsagePatient intake, insurance verificationAdministrative support, appointment coordination

While both roles support healthcare operations, Intake Associates focus on patient intake and data collection, whereas Medical Secretaries handle administrative tasks like scheduling and correspondence. Both positions require strong organizational skills and familiarity with medical environments, but their specific duties differ based on patient interaction versus administrative support.

What are Intake Associates?

Intake Associates are professionals primarily responsible for greeting clients, collecting initial information, and ensuring all documentation is complete when individuals seek services from an organization, such as a law firm, healthcare provider, or social service agency. They are often the first point of contact and play a crucial role in assessing client needs, verifying eligibility, and preparing files for further processing. Their work helps ensure a smooth onboarding process and efficient workflow for the team. Strong communication, organizational, and interpersonal skills are essential for success in this role.

What are some common challenges Intake Associates face when managing high volumes of new client cases?

Intake Associates often encounter periods of high demand, where they must efficiently process a large number of new client intakes while maintaining accuracy and professionalism. Balancing thorough data collection with timely responses can be challenging, especially when working with sensitive or urgent cases. Strong organizational skills, attention to detail, and effective communication with both clients and internal teams are essential to navigating these busy periods successfully.

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

To thrive as an Intake Associate, you need strong organizational skills, attention to detail, and experience with client or patient intake processes, often supported by a high school diploma or relevant administrative background. Familiarity with data entry software, customer relationship management (CRM) systems, and electronic records is typically required. Exceptional communication, empathy, and problem-solving abilities help Intake Associates effectively interact with clients and coordinate with team members. These skills are crucial for accurately gathering information, ensuring smooth onboarding, and maintaining high-quality client service.
What are the most commonly searched types of Intake jobs in Wisconsin? The most popular types of Intake jobs in Wisconsin are:
What are popular job titles related to Intake Associate jobs in Wisconsin? For Intake Associate jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Intake Associate jobs? Cities in Wisconsin with the most Intake Associate job openings:
Intake Specialist - Wisconsin Home Energy Assistance Program (WHEAP) - ($20.00/HR)

Intake Specialist - Wisconsin Home Energy Assistance Program (WHEAP) - ($20.00/HR)

UMOS

Milwaukee, WI โ€ข On-site

$20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


Job description

Earn up to $3,000 in incentive pay during your first year of employment!
Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS' diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.
Benefits:
To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:
  • Paid time off that will increase over your years of service
  • 15 paid holidays annually
  • A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
  • The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
  • A variety of support services to promote well-being through the employee assistance program
  • Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees' eligible compensation.

WHEAP Intake Specialist Job Compensation:
  • $20.00 Per Hour

WHEAP Intake Specialist Job Responsibilities:
  • Provide efficient, interactive intake services for the WHEAP by phone, face-to face or by mail to determine program eligibility.
  • Enter program applications into the WHEAP electronic data system timely and accurately.
  • Answer phones, schedule appointments, and provide program information to applicants.
  • Provide quick, pro-active response to client requests for assistance, adhering to required response times.
  • Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.
  • Communicate with vendors regarding the repair and emergency fuel fills.
  • Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.
  • Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.
  • Maintain and secure client information, ensuring confidentiality whether in the office or out in the community.
  • Conduct home visits as necessary for the elderly, handicapped and disabled.
  • Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.
  • Make referrals to the Weatherization program for WHEAP participants.
  • Work as part of a team to ensure the energy assistance program runs efficiently.
  • Participate in program awareness events held throughout the community.
  • Attend trainings, meetings and perform other duties as assigned.

WHEAP Intake Specialist Job Qualifications:
  • Associate degree or at least two years of experience with the WHEAP or LHEAP programs.
  • Two years' experience in case management or any equivalent combination of training and experience in the social services field.
  • Ability to work independently within established policies, procedures, and guidelines.
  • Strong interpersonal and communication skills.
  • Able to work flexible and irregular hours including on call evening hours.
  • Proficient in Microsoft Office Suite.
  • Bilingual in English and Spanish (Hmong, Rohingya, Burmese or Arabic) in verbal and written form PREFERRED.
  • Must have reliable transportation, a valid Wisconsin Driver License and adequate vehicle insurance and be able to travel within the state of Wisconsin.

Work Environment, Physical, and Sensory Demands:
The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform the essential job functions.
Physical Demands:
  • Employee is frequently required to stand, walk, sit, bend.
  • Occasionally required to lift and /or move up to 30 lbs.
  • Occasionally required to drive.
  • Frequently exposed to moderate temperature generally encountered in a controlled and uncontrolled temperature environment.
  • Noise level in this work is usually quiet to moderate.

Tools & Equipment Used:
  • Phones, computer system, web-based software.
  • Fax machine, scanner, copy machine.
  • First aid equipment, fire extinguisher.

Usage varies by position.
Additional Eligibility Requirements:
Employment with UMOS is contingent upon successful completion of a criminal background check prior to commencing.
UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.