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Intake Specialist Jobs in Racine, WI (NOW HIRING)

Collins Consulting

Medical Call Center

Antioch, IL · On-site

$16.50 - $20.50/hr

Intake Specialist I This is an onsite position in Austin, TX. Some hybrid work is possible. Will also look at candidates in Lake County, IL and it would be hybrid. Purpose: The Intake Specialist I ...

UHS

Intake Coordinator

West Allis, WI · On-site

$17.50 - $24/hr

The Intake Coordinator is accountable for coordinating the Assessment and Referral activities at the facility. This position involves extensive contact with the community and interfaces closely with ...

Community Advocates

Shelter Advocate

Milwaukee, WI · On-site

$16.75 - $20.75/hr

Consistently update daily shift reports and keeping Case Managers/Ops Manager/Shelter Manager/Intake Specialist informed * Helping to maintain the cleanliness of the shelter and keeping order at all ...

Community Advocates

Shelter Advocate

Milwaukee, WI · On-site

$16.75 - $20.75/hr

Consistently update daily shift reports and keeping Case Managers/Ops Manager/Shelter Manager/Intake Specialist informed * Helping to maintain the cleanliness of the shelter and keeping order at all ...

Derse Inc

Inventory Specialist

Milwaukee, WI · On-site

$17.50 - $22/hr

Generate and apply labels, barcodes, and other asset identification within 2-hours of intake for ... Inventory Specialist Requirements and Qualifications * High School Diploma (or GED) with 3+ months ...

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All JobsIntake Specialist JobsIntake Specialist Jobs in Racine, WI

Intake Specialist information

See Racine, WI salary details

$11

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How much do intake specialist jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for intake specialist in Racine, WI is $19.51, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $21.39 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.

Is an intake specialist a receptionist?

An intake specialist is a role that involves gathering client information, verifying eligibility, and coordinating initial appointments, often in healthcare or social services settings. While both roles may involve front-desk duties, an intake specialist typically requires specific knowledge of the field and may handle more detailed documentation and communication tasks than a receptionist. The roles can overlap but are generally distinct in responsibilities and skill requirements.

What are the duties of an intake specialist?

An intake specialist is responsible for collecting client information, verifying eligibility, and documenting case details to facilitate service delivery. They often communicate with clients via phone or in person, use data management systems, and ensure accurate and timely processing of intake forms and documentation.
More about Intake Specialist jobs

What job categories do people searching Intake Specialist jobs in Racine, WI look for?

The top searched job categories for Intake Specialist jobs in Racine, WI are:

What cities near Racine, WI are hiring for Intake Specialist jobs?

Cities near Racine, WI with the most Intake Specialist job openings:

Intake Specialist jobs near you
Infographic showing various Intake Specialist job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $40,590 per year, or $19.5 per hour.

Intake Specialist - (WHEAP) Wisconsin Home Energy Assistance Program KENOSHA, WISCONSIN

UMOS

Kenosha, WI • On-site

$18.22 - $22.78/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Earn up to $3,000 in incentive pay during your first year of employment!
Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS' diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.
Benefits:
To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:
  • Paid time off that will increase over your years of service
  • 15 paid holidays annually
  • A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
  • The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
  • A variety of support services to promote well-being through the employee assistance program
  • Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees' eligible compensation.
WHEAP Intake Specialist Job Compensation:
  • $18.22 to $22.78/per hour
WHEAP Intake Specialist Job Responsibilities:
  • Provide efficient, interactive intake services for WHEAP by phone, face-to-face or by mail to determine program eligibility.
  • Enter program applications into the WHEAP electronic data system timely and accurately.
  • Answer phones, schedule appointments, and provide program information to applicants.
  • Provide quick, proactive response to client requests for assistance, adhering to required response times.
  • Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.
  • Communicate with vendors regarding the repair and emergency fuel fills.
  • Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.
  • Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.
  • Maintain and secure client information, ensuring confidentiality whether in the office or out in the community.
  • Conduct home visits as necessary for the elderly, handicapped and disabled.
  • Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.
  • Make referrals to the Weatherization program for WHEAP participants.
  • Work as part of a team to ensure the energy assistance program runs efficiently.
  • Participate in program awareness events held throughout the community.
  • Attend training, meetings and perform other duties as assigned. Enter program applications into the WHEAP electronic data system timely and accurately.
  • Answer phones, schedule appointments, and provide program information to applicants.
  • Provide quick, proactive response to client requests for assistance, adhering to required response times.
  • Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.
  • Communicate with vendors regarding the repair and emergency fuel fills.
  • Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.
  • Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.
  • Maintain and secure client information, ensuring confidentiality whether in the office or out in the community.
  • Conduct home visits as necessary for the elderly, handicapped and disabled.
  • Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.
  • Make referrals to the Weatherization program for WHEAP participants.
  • Work as part of a team to ensure the energy assistance program runs efficiently.
  • Participate in program awareness events held throughout the community.
  • Attend training, meetings and perform other duties as assigned.
WHEAP Intake Specialist Job Qualifications:
  • Associate degree or at least two years of experience doing similar work within another Social Service field, or within the WHEAP programs.
  • Two years' experience in case management or any equivalent combination of training and experience in the social services field.
  • Ability to work independently within established policies, procedures, and guidelines.
  • Strong interpersonal and communication skills.
  • Able to work flexible and irregular hours including on call evening hours.
  • Proficient in Microsoft Office Suite including Word, Excel, Outlook and Teams.
  • Bilingual in English and Spanish (Hmong, Rohingya, Burmese or Arabic) in verbal and written form PREFERRED.
  • Must have reliable transportation, a valid Wisconsin Driver License and adequate vehicle insurance and be able to travel within the state of Wisconsin.
Work Environment, Physical, and Sensory Demands:
The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform the essential job functions.
Physical Demands:
  • Employee is frequently required to stand, walk, sit, bend.
  • Occasionally required to lift and /or move up to 30 lbs.
  • Occasionally required to drive.
  • Frequently exposed to moderate temperature generally encountered in a controlled and uncontrolled temperature environment.
  • Noise level in this work is usually quiet to moderate.
Tools & Equipment Used:
  • Phones, computer system, web-based software.
  • Fax machine, scanner, copy machine.
  • First aid equipment, fire extinguisher.
Usage varies by position.
Additional Eligibility Requirements:
  • Employment with UMOS is contingent upon successful completion of a criminal background check prior to commencing.

UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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