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Intake Representative Jobs in Missouri (NOW HIRING)

Coxhealth

Patient Care Rep

Springfield, MO

$15.50 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

They will also be responsible for some referral intake and warehouse duties.Education: Required ... Markets and represents Home Support in a positive and professional manner at all times. Possesses ...

CoxHealth

Patient Care Rep

Springfield, MO · On-site

$15.50 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

They will also be responsible for some referral intake and warehouse duties.Education: • Required ... represents Home Support in a positive and professional manner at all times. • Possesses the ...

CoxHealth

Patient Care Rep

Springfield, MO

$15.50 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

They will also be responsible for some referral intake and warehouse duties.Education: ▪ Required ... represents Home Support in a positive and professional manner at all times. ▪ Possesses the ...

CoxHealth

Patient Care Rep

Springfield, MO · On-site

$15.50 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

They will also be responsible for some referral intake and warehouse duties.Education: • Required ... represents Home Support in a positive and professional manner at all times. • Possesses the ...

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Showing results 41-60

All JobsIntake Representative JobsIntake Representative Jobs in Missouri

Intake Representative information

See Missouri salary details

$29.1K

$41.6K

$78.3K

How much do intake representative jobs pay per year?

As of Aug 16, 2026, the average yearly pay for intake representative in Missouri is $41,644.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $40,300.00 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.

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

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

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

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

Intake Representative jobs near you
Infographic showing various Intake Representative job openings in Missouri as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, and 4% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $41,644 per year, or $20 per hour.

Personal Financial Representative II

Infuze Credit Union

Fort Leonard Wood, MO • On-site

Full-time

Posted 16 days ago

Job description

Description:

Overview:


The Personal Financial Representative II performs a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. The PFR II also opens member accounts, cross-sells a variety of Credit Union services, and may intake and process member loan applications.


Duties and Responsibilities:


  • Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits.
  • Prioritize member service, establishing and maintaining relationships with members to promote the cross-sell of all Credit Union services.
  • Intake and prepare member loan applications and prepare applications. Communicate loan applications to Consumer Lending Underwriters and follow up as needed to determine loan status.
  • Process approved loans, including but not limited to communicating approval with member(s), setting up loan payout, and setting a closing appointment with member(s).
  • Maintain an updated and comprehensive knowledge on all credit union products and services as well as all related policies and procedures and rules and regulations, including robbery procedures.
  • Assist members with opening accounts, answering questions about products and services, and resolving member concerns. Escalate member concerns to management as needed.
  • Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other tellers research and resolve discrepancies.
  • Perform various duties as assigned for a Personal Financial Representative I.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.



Requirements:

Education and Experience:

Experience

Six months to two years' similar or related experience, including time spent in preparatory positions.

Education

High school or GED required.

Skills

Candidates must maintain a significant level of trust and diplomacy to be effective in this position. Individuals must conduct in-depth conversations and explanations with customers and utilize direct and indirect reports. Outside vendors of a sensitive or highly confidential nature are a normal part of the day-to-day experience. In addition, communication can involve motivating, influencing, educating, and advising others on matters of significance.


ADA Requirements:


Individuals must bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting up to 50 lbs. Must be capable of climbing / descending stairs in an emergency. Must operate standard office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must work extended hours or travel off-site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Acknowledgement:


This job description is not a contract and should not be presumed to guarantee employment. Infuze Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, gender, national origin, disability, age, or any other category protected by law.