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Intake Associate Jobs in Orem, UT (NOW HIRING)

Good Guys Injury Law

Associate Attorney

Draper, UT · On-site

As an associate attorney with us, you'll play a crucial role in standing up for injury victims ... In this role, you'll conduct client intake interviews, prepare settlement demands, and negotiate ...

Good Guys Injury Law

Associate Attorney

Draper, UT · On-site

$140K/yr

As an associate attorney with us, you'll play a crucial role in standing up for injury victims ... In this role, you'll conduct client intake interviews, prepare settlement demands, and negotiate ...

Orion

Platform Support Associate

Lehi, UT · Hybrid

$20.67 - $29.57/hr

About this Opportunity: The Platform Support Associate is a frontline support professional ... intake, documentation, and followthrough. Success in this role depends on reliability ...

Orion

Customer Success Associate

Lehi, UT · Hybrid

$20.67 - $29.57/hr

About this Opportunity: The Customer Success Associate is a frontline support professional ... intake, documentation, and followthrough. Success in this role depends on reliability ...

CommonSpirit Health

Laboratory Assistant

Lehi, UT

... intake, ensuring efficient and accurate handling of essential samples. Every day you will assist ... Associate's or Bachelor's Degree * Previous clinical laboratory experience * MLA (ASCP) or ...

Balance Health

Patient Services Representative

Highland, UT · On-site

$15.75 - $20/hr

Complete initial intake and follow-up calls with patients via inbound and outbound calls/dialer to ... Associate degree or equivalent preferred * 1+ year of customer service experience * 1+ year of ...

Balance Health

Patient Services Representative

Provo, UT · On-site

$16.50 - $21/hr

Complete initial intake and follow-up calls with patients via inbound and outbound calls/dialer to ... Associate degree or equivalent preferred * 1+ year of customer service experience * 1+ year of ...

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All JobsIntake Associate JobsIntake Associate Jobs in Orem, UT

Intake Associate information

See Orem, UT salary details

$11

$22

$34

How much do intake associate jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for intake associate in Orem, UT is $22.68, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $27.98 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 is an intake associate?

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 Orem, UT? The most popular types of Intake jobs in Orem, UT are:
Intake Associate jobs near you

Licensed Transaction Coordinator & Client Intake Specialist

Justin Udy & Team

Sandy, UT

$58K/yr

Full-time

Re-posted 25 days ago

Job description

Justin Udy & Team is seeking a full-time, highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process. Sound like something you’d love? Apply now!

Compensation:

$50,000 - $58,500 yearly + Paid Time Off


Responsibilities:

Core Responsibilities

  • Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority
  • Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines
  • Review contracts and transaction documents for completeness, accuracy, required signatures, and dates
  • Coordinate communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders
  • Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation)
  • Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents
  • Enter, maintain, and update all client and transaction information in the CRM and transaction management system
  • Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance
  • Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience


Client Intake & Lead Routing Support

  • Answer inbound buyer and seller inquiry calls in a professional and timely manner
  • Gather structured intake information, including timeline, motivation, property details, and financing status
  • Accurately document all intake information in the CRM
  • Route qualified leads to agents based on established team guidelines
  • Schedule appointments when criteria are met and hand off to agents appropriately

Qualifications:
  • A valid Real Estate License is required for this job
  • Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued
  • High school diploma required; Associate’s degree preferred
  • Applicants must possess exceptional organizational and verbal and written skills
  • Driven by a desire to provide excellent customer service and a great customer experience

About Company

Our mission is to provide a first-class experience and genuinely help people. Period. We assist and educate clients and help them build wealth through real estate. Justin Udy & Team is ranked in the top 1% in sales in Utah. With $50M+ in gross sales, we are growing and expanding our dynamic team.