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Intake Specialist Jobs (NOW HIRING)

Intake Specialist

Fremont, CA

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Milwaukee, WI

$17.50 - $23.50/hr

Intake Specialist The Intake Specialist serves as a patient advocate and facilitates the process that allows for access to life changing care for members of the community. The Intake Specialist is a ...

Intake Specialist

Mundelein, IL

$18 - $24.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist

Sonoma, CA

$20 - $26.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Santa Clara, CA

$20.75 - $27.75/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

The Intake Specialist will work directly within the Firm's intake center. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal ...

Intake Specialist

San Francisco, CA

$21 - $28/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

Intake Specialist

Sunnyvale, CA

$21 - $28.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist

Hayward, CA

$20.25 - $27.25/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist

Pittsburgh, PA

$16.50 - $22.25/hr

Intake Specialist Location: Forest Hills, PA with extensive local travel (mileage is reimbursed at the federal rate) Schedule: Monday-Friday 7:30 am-4:00 pm Summary of Job Duties: The Intake ...

Intake Specialist

San Mateo, CA

$20.25 - $27/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist

Santa Rosa, CA

$19.50 - $26/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

New

Intake Specialist USVETS Los Angeles - Los Angeles, CA 90015 Salary Range $21.78 - $27.23 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level Not Specified Travel ...

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in ...

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in ...

Intake Specialist

Garden City, NY · On-site

$17 - $20/hr

Description The Intake Specialist handles the Firm's initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for the type of law and conflict of interest ...

Intake Specialist

Philadelphia, PA · On-site

$17.75 - $23.75/hr

The Intake Specialist plays a vital role in initiating and completing the intake process for Children and Youth referred to the program. This includes collecting, organizing, and verifying required ...

Intake Specialist

Forest, VA · On-site

$15 - $20/hr

Intake Specialist JOIN A MISSION-DRIVEN PRACTICE THAT SERVES WITH PURPOSE For more than 30 years, Light Counseling has served thousands of individuals, couples, and families across Virginia and ...

Intake Specialist

Alameda, CA

$20.50 - $27.50/hr

Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake ...

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How much do intake specialist jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is an Intake Specialist?

An Intake Specialist is a professional who serves as the initial point of contact for clients or patients in various settings such as healthcare, legal, or social services. They are responsible for gathering information, assessing client needs, and ensuring that individuals are directed to the appropriate services or resources. Intake Specialists play a key role in streamlining the process for clients by conducting interviews, completing necessary documentation, and sometimes verifying insurance or eligibility. Their work helps organizations efficiently manage new cases and provide timely assistance to those seeking help.

What Is an Intake Specialist?

An intake specialist works in the medical field to direct a client or patient to the services they need. Intake specialists can work in various industries and workplaces, including hospitals, clinics, mental health facilities, and even law firms. As an intake specialist, your responsibilities include maintaining paperwork on a patient’s medical needs and history and directing them towards the proper facility. You also work with a patient’s family to help inform your understanding of a patient. Other duties include coordinating appointment times for clinical staff. It is your job to maintain documentation of all patient information and acquire referral sources necessary to bill and collect for your services.

What are some common challenges faced by Intake Specialists during the client onboarding process?

Intake Specialists often encounter challenges such as managing high call volumes, gathering complete and accurate information from clients, and addressing sensitive or urgent client needs efficiently. Balancing empathy with efficiency is key, as you'll frequently interact with individuals in stressful situations. Additionally, collaborating effectively with other departments to ensure smooth handoffs and clear communication can be demanding but is essential for seamless client onboarding.

Is an intake specialist a receptionist?

An intake specialist is a role focused on gathering client information, verifying eligibility, and coordinating services, often in healthcare or social services settings. While they may perform some front-desk duties, their primary responsibilities involve data collection and communication rather than general reception tasks.

How much does an intake specialist make?

In North Carolina, an intake specialist typically earns an average salary of around $35,000 to $45,000 per year, depending on experience, industry, and location. The role often requires strong communication skills and familiarity with data entry or case management software.

What is the role of an intake specialist?

An intake specialist is responsible for collecting and verifying client information, scheduling appointments, and ensuring proper documentation. They often work in healthcare, social services, or legal settings, using communication and organizational skills to facilitate client intake processes.

What jobs pay 10,000 a month without a degree?

An Intake Specialist typically earns less than $10,000 a month, but some high-paying roles such as sales managers, real estate brokers, or certain skilled trades can reach or exceed that level without a degree. These jobs often require experience, strong skills, or certifications and may involve sales, management, or technical expertise. Income varies widely based on industry, location, and performance.

What are the key skills and qualifications needed to thrive as an Intake Specialist, and why are they important?

To thrive as an Intake Specialist, you need strong organizational skills, attention to detail, and a background in customer service or social services, often supported by a relevant associate’s or bachelor’s degree. Familiarity with case management software, electronic medical records (EMR), and data entry systems is commonly required. Excellent interpersonal communication, active listening, and problem-solving abilities help Intake Specialists connect with clients and accurately assess their needs. These skills ensure that client information is gathered efficiently and accurately, supporting effective service delivery and a positive client experience.

What is the difference between Intake Specialist vs Medical Secretary?

AspectIntake SpecialistMedical Secretary
Required CredentialsHigh school diploma; some roles may require certification in healthcare or customer serviceHigh school diploma; medical office administration certification often preferred
Work EnvironmentHealthcare facilities, clinics, hospitalsMedical offices, clinics, hospitals
Employer & Industry UsageHealthcare providers, insurance companiesMedical practices, hospitals, clinics
Primary ResponsibilitiesGathering patient information, scheduling, initial patient contactManaging appointments, handling correspondence, administrative tasks

While both roles work in healthcare settings, an Intake Specialist primarily focuses on collecting patient information and scheduling, whereas a Medical Secretary handles administrative tasks like managing appointments and correspondence. Both roles require strong communication skills and familiarity with healthcare environments, but their specific duties differ.

What cities are hiring for Intake Specialist jobs? Cities with the most Intake Specialist job openings:
What are the most commonly searched types of Intake Specialist jobs? The most popular types of Intake Specialist jobs are:
Who are the top companies hiring for Intake Specialist jobs? The top employers for Intake Specialist jobs are:
What states have the most Intake Specialist jobs? States with the most job openings for Intake Specialist jobs include:
Infographic showing various Intake Specialist job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, 3% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

$19.50 - $26/hr

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Posted 10 days ago


Job description

Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist


We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.


Key responsibilities

  • Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
  • Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
  • Serve as the customer's first point of contact, setting the tone for the company's brand in the opening moments of every interaction
  • Track open items and follow through on outstanding tasks to ensure nothing falls through the cracks
  • Identify and escalate recurring friction points to help improve upstream processes


The strongest candidates will bring high-volume customer service or call center experience and a genuine enthusiasm for talking with people all day. Insurance experience is a plus but is not required. Bilingual (Spanish) candidates and those with familiarity with COIs, endorsements, or carrier communications are particularly encouraged to apply.


Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.