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Intake Representative Jobs in California (NOW HIRING)

State Law Firm, APC

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Client Intake Specialist

Sherman Oaks, CA · On-site

$20 - $24/hr

The Intake Specialist is the first point of contact for potential clients seeking legal representation at State Law Firm. The Intake Specialist plays a crucial role in the financial success of the ...

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Intake Representative information

See California salary details

$30.6K

$43.8K

$82.4K

How much do intake representative jobs pay per year?

As of Sep 6, 2026, the average yearly pay for intake representative in California is $43,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $42,400.00 per year, depending on experience, location, and employer.

What is an intake representative?

Intake Representatives are professionals who serve as the first point of contact for clients or patients seeking services from an organization, such as a healthcare facility, law firm, or social service agency. They are responsible for gathering initial information, assessing client needs, and ensuring that all necessary documentation is completed accurately. Intake Representatives play a crucial role in streamlining the onboarding process, helping clients navigate available services, and directing them to the appropriate departments or specialists. Their work requires strong communication, organizational, and customer service skills.

What skills and qualifications are needed to be an intake representative?

To thrive as an Intake Representative, you need strong organizational skills, attention to detail, and a background in customer service, often supported by a high school diploma or equivalent. Familiarity with case management software, electronic records systems, and basic office applications is typically required. Excellent interpersonal communication, active listening, and problem-solving skills help you effectively gather information and assist clients. These abilities ensure accurate data collection, efficient intake processes, and a positive experience for clients seeking services.

What challenges do intake representatives face and how can they manage their workload?

Intake Representatives often encounter periods of high call or inquiry volume, which can be challenging when trying to maintain accuracy and provide excellent customer service. Effective time management, prioritizing urgent cases, and utilizing available technology or workflow tools are helpful strategies. Additionally, clear communication with team members and supervisors can ensure that complex cases receive appropriate attention. Building resilience and maintaining a calm demeanor are also important for managing stress in a fast-paced environment.

What is the difference between Intake Representative vs Customer Service Representative?

AspectIntake RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; some roles may require certification in healthcare or insuranceHigh school diploma; customer service experience often preferred
Work EnvironmentHealthcare facilities, insurance companies, or social servicesRetail, call centers, or service-oriented businesses
Employer & Industry UsageHealthcare, insurance, social servicesRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding role differences, job requirements, industry contextCustomer interaction, service skills, job duties

Intake Representatives primarily handle initial client or patient intake, verifying information and gathering necessary documentation in healthcare or insurance settings. Customer Service Representatives focus on assisting customers, resolving issues, and providing support across various industries. While both roles involve communication skills, Intake Representatives often work in specialized environments requiring specific knowledge, whereas Customer Service roles are broader and more customer-facing.

What are popular job titles related to Intake Representative jobs in California?

For Intake Representative jobs in California, the most frequently searched job titles are:

What job categories do people searching Intake Representative jobs in California look for?

The top searched job categories for Intake Representative jobs in California are:

Intake Representative jobs near you
Infographic showing various Intake Representative job openings in California as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $43,815 per year, or $21.1 per hour.

Intake Specialist (Employment Law)

Omega Law Group PC

West Hollywood, CA • On-site

$25 - $40/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

Description:

Omega Law Group is a prestigious employment law and personal injury firm serving California and Texas. We are committed to championing the rights of individuals who have suffered due to negligence or wrongful acts. Our dedicated team is known for delivering exceptional service and winning results for our clients. Through innovation, compassion, and expertise, we have gained a reputation as one of the leading law firms in personal injury. To learn more, please visit our website: www.omegalaw.com.


Position Overview:

We are seeking an Intake Specialist who will act as the first point of contact for potential clients seeking legal representation from our Employment Law department. This role entails conducting intake interviews, gathering essential information about potential cases, and evaluating their eligibility for representation.


Equipped with a keen ability to articulate the merits of our services, the Intake Specialist is essential in delivering exceptional client service and ensuring a positive experience for those seeking assistance. This role demands a candidate with a talent for detailed information gathering and a persuasive communication style, capable of building trust and confidence in our firm’s capabilities.

The ideal candidate will be deeply driven and experienced in sales, skilled in articulating and highlighting the essential benefits of 

partnering with our firm in a clear and compelling manner.


Responsibilities:

  • Conduct intake interviews with potential clients via phone, or in-person meetings
  • Gather detailed information about the nature of the potential case, including accident details, injuries sustained, and relevant background information
  • Screen potential cases to determine eligibility for representation based on firm criteria and legal considerations
  • Communicate effectively and persuasively with potential clients, offering insights into the firm's services, processes, and the subsequent steps
  • Accurately record intake information and case details in the firm's case management system
  • Follow up with potential clients as needed to gather additional information or clarify details related to their cases
  • Perform additional duties as assigned

*Location: This role is located at our West Hollywood office and requires physical presence on-site.


Qualifications:

  • Experience with the client intake process in the legal industry or similar environments, preferably
  • Experience in sales with the ability to communicate persuasively and effectively, and highly self-motivated
  • Strong attention to detail with the capacity to manage multiple tasks efficiently
  • Proficiency in Spanish is desirable, with fluent Spanish speakers strongly encouraged to apply  

Compensation:

$25 to $40 per hour DOE


Comprehensive Benefits Package:

  • Retirement Savings: 401(k) plan available
  • Career Development: Opportunities for professional growth and advancement
  • Comprehensive Insurance Coverage:
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Account
  • Life Insurance
  • Paid Time Off
  • Free onsite parking

We are an equal opportunity employer and offer competitive compensation and benefits, and opportunities for growth.

Requirements: