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Intake Representative Jobs in New York (NOW HIRING)

New York City | Jobs

Intake Specialist

Manhattan, NY · On-site

$44K - $51K/yr

Intake Specialist The selected candidate will be offered a salary between $44,545 - $51,227.00. The ... The CFWB Fair Hearing Unit represents the agency at child care subsidy related fair hearings held ...

Coda Staffing

Be Seen First

Legal Intake Specialist

Newark, NJ · On-site

$50K - $60K/yr

Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client's experience. Intake specialists are ...

KabaFusion

National Intake Trainer

Edison, NJ · On-site

$70K - $90K/yr

Directly involved in staff development, process implementation, and sustainability of both for intake, eligibility, and reauthorization representatives. This will be accomplished with cross ...

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Intake Representative information

See New York salary details

$33.9K

$48.6K

$91.4K

How much do intake representative jobs pay per year?

As of Aug 15, 2026, the average yearly pay for intake representative in New York is $48,571.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $47,000.00 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 New York?

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

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

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

Intake Representative jobs near you
Infographic showing various Intake Representative job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $48,571 per year, or $23.4 per hour.

Legal Intake Manager

Law Offices of Robert Tsigler PLLC

New York, NY

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Who We Are:

Our premier criminal defense, immigration, and family law firm is looking to immediately add a Legal Intake Manager to our team of legal professionals. We are a top-rated and rapidly expanding law firm and are interested in a candidate who is dedicated, reliable, and looking to grow within the practice. Our main office is located near City Hall in downtown Manhattan, NYC, and we have satellite offices in Brooklyn, Queens and Nassau County. Our law firm operates as a team, with each member bringing their individual strengths and experiences to provide our clients with top-quality representation, no matter what they face. Customer service is of the utmost importance and we believe that the personal attention we give to each of our client's cases helps to ensure solutions tailored to their unique needs.We are seeking an experienced, numbers-driven Legal Intake Manager to lead our client onboarding team. In this role, you will manage the daily operations of our virtual intake department, ensuring every potential client receives a fast, empathetic, and professional response. You will directly manage intake specialists, optimize our legal CRM workflows, and track critical metrics to maximize firm growth.

Core Responsibilities

  • Team Leadership: Assist in hiring, training, schedule, and coach a remote team of legal intake specialists.
  • Triage & Screening: Oversee case screening to quickly identify and prioritize time-sensitive family law emergencies, criminal arrests, and immigration deadlines.
  • Pipeline Management: Monitor incoming leads from phone, web forms, and chat to ensure instant follow-up.
  • Quality Assurance: Review recorded calls and emails to maintain high empathy, accuracy, and legal compliance standards.
  • Data Tracking: Analyze conversion rates, response times, and cost-per-lead data to present weekly reports to management.
  • CRM Optimization: Manage and update user workflows inside our legal case management system, Lawmatics.
  • Escalation Handling: Personally handle complex client inquiries, high-value cases, or customer service issues.

Requirements & Qualifications

  • Experience: Minimum 2-3 years managing an intake or sales team, specifically inside a law firm setting.
  • Practice Area Knowledge: Background handling intake workflows for family law, criminal defense, or immigration cases is highly preferred.
  • Tech Savvy: Deep experience using legal CRMs (Lawmatics), VOIP phone systems, Slack, Zoom, Clio Manage and Google Workspace.
  • Skills: High emotional intelligence, excellent communication, conflict resolution, and motivational leadership skills
  • Must be at least 18 years of age and eligible to work in the USA
  • Bilingual preferred
  • Up-to-date resume complete with relevant experience
  • Cover letter highlighting your skillset
  • Salary requirements

What We Offer:

Excellent pay, commensurate with experience

Health benefits, Dental/Vision

401K with discretionary matching

Paid time off

Paid sick days

Paid maternity/ parental leave

Billable Hours Bonus Program

Discretionary performance based year-end bonus

Highly collaborative and close-knit work environment

Unlimited potential for growth

Applications that are not complete will not be reviewed. Please do not call the office to follow up on your application. We will reach out to you if we believe that you are the right fit for the team.

This description's purpose is to indicate the kinds of tasks and levels of work difficulty that will be required for this position. It is not intended to limit the right of any supervisor to assign, direct, modify or reassign duties responsibilities to this job at any time. The use of specific duties stated above shall not be used to exclude non-listed responsibilities of similar kind or level of difficulty.

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