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Intake Representative Jobs in California (NOW HIRING)

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Client Intake Specialist

Sherman Oaks, CA ยท 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 ...

Position Overview The Intake Triager position is responsible for reviewing, validating, and ... Physical Requirements The physical demands described here are representative of those that must be ...

Intake Triager

Laguna Hills, CA ยท On-site

$23 - $25/hr

Position Overview The Intake Triager position is responsible for reviewing, validating, and ... Physical Requirements The physical demands described here are representative of those that must be ...

Intake Triager

Laguna Hills, CA ยท On-site

$23 - $25/hr

Position Overview The Intake Triager position is responsible for reviewing, validating, and ... Physical Requirements The physical demands described here are representative of those that must be ...

Intake Specialist

Lemon Grove, CA ยท On-site

$21 - $30/hr

The Intake Specialist is a critical first point of contact for clients entering services at all of ... Staffing and recruiting agencies and individuals being represented by an agency are not authorized ...

Intake Specialist

Walnut, CA ยท On-site

$18.50 - $24.75/hr

Assists the entire intake process from taking referrals and verifying insurance to obtaining ... of representative document 6. Complete status check with insurance company regarding receipt ...

Showing results 41-60

Intake Representative information

See California salary details

$30.6K

$43.8K

$82.4K

How much do intake representative jobs pay per year?

As of Aug 15, 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 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 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 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 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.
Infographic showing various Intake Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 2% Temporary, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $43,815 per year, or $21.1 per hour.

$23 - $28/hr

Part-time

Re-posted yesterday


Job description

JOB SUMMARY

The Intake Coordinator is responsible for managing all aspects of the patient intake process including communicating directly with patients and families, data entry, establishing and maintaining positive relationships with customers and referral sources, responding to customer requests and concerns, facilitating a daily intake stand up meeting, and managing the insurance verification and authorization processes.

DUTIES & RESPONSIBILITIES

  • Directs all daily patient referral and intake operations including providing direct oversight of the establishment and implementation of intake policies.
  • Ensures compliance with all state, federal, and Joint Commission referral/intake regulatory requirements.
  • Directs the implementation of improved work methods and procedures to ensure patients are admitted in accordance with policy.
  • Establishes and maintains positive working relationships with current and potential referral sources.
  • Ensures seamless transition of patients to home care by providing direct oversight of patient education and preparation for home care, plan of care initiation, and coordination of care with multiple service providers.
  • Ensures maximum third party reimbursement through direct oversight of insurance verification and authorization processes.
  • Builds and monitors community and customer perceptions of agency as a high quality provider of services.
  • Gathers, collates, and reports referral statistics including key customer referral trends.
  • Maintains comprehensive working knowledge of agency contractual relationships and ensures that patients are admitted according to contract provisions.
  • Maintains comprehensive working knowledge of community resources and assists referral sources in accessing community resources should services not be provided by agency.

The above statements are only meant to be a representative summary of the major duties and responsibilities performed by the employee of this job. The employee may be requested to perform job-related tasks other than those stated in this description.

JOB REQUIREMENTS (Education, Experience, Knowledge, Skills & Abilities)

  • Must have healthcare experience, preferably in referrals/intake in a home health or hospice environment.
  • A nursing background is preferred but not required.
  • Demonstrates good communication, negotiation, and public relations skills.
  • Demonstrates autonomy, assertiveness, flexibility and cooperation in performing job responsibilities.

Pay Range: $23.00 - $28.00/hr

The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://www.pennantgroup.com.