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Intake Specialist Jobs in Boca Raton, FL (NOW HIRING)

Coral Connect LLC

Intake Specialist

Boca Raton, FL · On-site +1

$16.75 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Intake Specialist is responsible for managing incoming referrals for specialty pharmacy and ambulatory infusion center (AIC) services. This role ensures accurate and timely processing of patient ...

Rafaeli Law PLLC

Legal Intake Specialist

Fort Lauderdale, FL · On-site

$17 - $22.75/hr

Description We are a busy personal injury law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is not a receptionist ...

HGreg.com

AUTOMOTIVE INTAKE SPECIALIST

West Palm Beach, FL · On-site

$17.25 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Automotive Intake Specialist As an Automotive Intake Specialist, you will be responsible for the receiving of all incoming vehicles, collecting the transporters Bill of Lading, identifying potential ...

H GREGORY 1 INC

AUTOMOTIVE INTAKE SPECIALIST

West Palm Beach, FL · On-site

$17.25 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

SUMMARY As an Automotive Intake Specialist, you will be responsible for the receiving of all incoming vehicles, collecting the transporters Bill of Lading, identifying potential transportation damage ...

HGreg Group

AUTOMOTIVE INTAKE SPECIALIST

West Palm Beach, FL · On-site

$17.25 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

SUMMARY As an Automotive Intake Specialist, you will be responsible for the receiving of all incoming vehicles, collecting the transporters Bill of Lading, identifying potential transportation damage ...

Denovo Review

Legal Intake Specialist -34

Boca Raton, FL

$18 - $22/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Real Estate Legal Intake Specialist Boca Raton full-service Real Estate law firm is currently seeking a self-motivated, enthusiastic Legal Intake Specialist. This is a full-time, on site position.

Fischetti Law Group

Client Intake Specialist

Boynton Beach, FL · On-site

$16.75 - $22.25/hr

  • PTO

... intake confidently across several different areas of law • Use CallRail to track, manage, and follow up on incoming leads • Set up and coordinate the conference room and schedule its use for our ...

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Intake Specialist information

See Boca Raton, FL salary details

$11

$19

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How much do intake specialist jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for intake specialist in Boca Raton, FL is $19.75, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $21.68 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.

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.

More about Intake Specialist jobs

What are the most commonly searched types of Intake Specialist jobs in Boca Raton, FL?

The most popular types of Intake Specialist jobs in Boca Raton, FL are:

What are popular job titles related to Intake Specialist jobs in Boca Raton, FL?

For Intake Specialist jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Intake Specialist jobs in Boca Raton, FL look for?

The top searched job categories for Intake Specialist jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Intake Specialist jobs?

Cities near Boca Raton, FL with the most Intake Specialist job openings:

Intake Specialist jobs near you
Infographic showing various Intake Specialist job openings in Boca Raton, FL as of August 2026, with employment types broken down into 68% Full Time, and 32% Part Time. Highlights an 100% In-person job distribution, with an average salary of $41,078 per year, or $19.7 per hour.

Intake Specialist

Coral Connect LLC

Boca Raton, FL • On-site, Remote

$16.75 - $22.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Coral Connect, LLC ("Coral") is a technology-enabled service provider focused on reducing healthcare costs through intelligent data management, pharmacy optimization, and value-driven sourcing. Our mission is to make specialty care more accessible, efficient, and equitable by improving operations at community care organizations, infusion centers, and specialty providers.
Job Overview:
The Intake Specialist is responsible for managing incoming referrals for specialty pharmacy and ambulatory infusion center (AIC) services. This role ensures accurate and timely processing of patient information, coordination of benefits, and initiation of services. The Intake Specialist serves as a key liaison between providers, patients, payers, and internal teams to facilitate a seamless onboarding experience and support timely access to therapy.
Responsibilities:
Your key responsibilities will include:
  • Referral Intake & Processing
    • Receive and review incoming referrals via fax, electronic portals, and provider communications
    • Accurately enter patient demographics, insurance information, and referral details into the system
    • Verify completeness of referral documentation, including clinical notes, orders, and supporting documentation
    • Ensure all required elements are obtained prior to benefits investigation and authorization
  • Patient & Provider Communication
    • Conduct welcome calls to patients, explaining services, next steps, and financial expectations
    • Communicate with referring providers to obtain missing or clarifying information
    • Maintain professional and timely communication with patients, caregivers, and healthcare providers
  • Insurance & Benefits Coordination
    • Initiate benefits investigation for pharmacy and infusion services
    • Identify payer requirements, coverage limitations, and prior authorization needs
    • Communicate findings to internal teams and escalate issues as needed
  • Authorization & Financial Clearance Support
    • Support prior authorization submission by ensuring accurate and complete intake documentation
    • Assist in gathering clinical documentation required for authorization approval
    • Coordinate with financial counseling teams to provide patient cost estimates and discuss assistance options
  • Program Enrollment & Assistance Support
    • Identify patients eligible for manufacturer assistance programs or copay support
    • Initiate enrollment processes for assistance programs as applicable
  • Workflow Coordination
    • Route referrals to appropriate teams
    • Track referral status to ensure timely progression through the intake process
    • Maintain documentation and audit trails in accordance with compliance standards

Qualifications:
To excel in this role, you should possess the following qualifications:
  • High school diploma or equivalent required
  • Minimum 1-3 years of experience in healthcare intake, medical office, specialty pharmacy, or infusion services
  • Experience with prior authorizations, benefits investigation, or revenue cycle processes preferred
  • Strong attention to detail and accuracy in data entry
  • Knowledge of insurance plans, including commercial, Medicare, and Medicaid
  • Ability to manage high-volume workload and meet turnaround time expectations
  • Excellent communication and customer service skills
  • Proficiency in EMR systems and pharmacy/infusion platforms (e.g., WeInfuse, CareTend, Brightree, or similar) preferred

Education:
Bachelor's degree or relevant experience is preferred.
License Requirement: N/A
Job Benefits:
Health, Dental, Vision, Life, 401k, Paid Time Off.
Location:
Remote with limited travel to client locations, internal business meetings, and other locations as needed.

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