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Intake Specialist Jobs in Springfield, MA (NOW HIRING)

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Intake Specialist information

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How much do intake specialist jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for intake specialist in Springfield, MA is $20.74, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $22.74 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.

What are the most commonly searched types of Intake Specialist jobs in Springfield, MA?

The most popular types of Intake Specialist jobs in Springfield, MA are:

What are popular job titles related to Intake Specialist jobs in Springfield, MA?

For Intake Specialist jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Intake Specialist jobs in Springfield, MA look for?

The top searched job categories for Intake Specialist jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Intake Specialist jobs?

Cities near Springfield, MA with the most Intake Specialist job openings:

Infographic showing various Intake Specialist job openings in Springfield, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $43,136 per year, or $20.7 per hour.

$18 - $22.64/hr

Full-time

Re-posted 5 days ago


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Company rating: 5.3 out of 10

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Job description

                                                   POSITION TITLE:  Intake/Certification Specialist

                                                   DEPARTMENT:     Energy

                                                   FLSA STATUS:       Non-Exempt

                                                   PAY GRADE:          4

                                                   REPORTS TO:        Assistant Program Manager Energy Services 

GENERAL DESCRIPTION OF DUTIES

The purpose of this position is to support the Agency’s needs by scheduling customer appointments, conducting customer intake and performing tasks necessary to ascertain customer eligibility per program guidelines. Based on CRT’s Steps to Success service delivery model, the Intake/Certification Specialist also provides customers with application assistance for and referrals to agency and community resources.

SPECIFIC DUTIES AND RESPONSIBILITIES

ESSENTIAL JOB FUNCTIONS

The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

  • Responds to all emergency cases within 24 hours of customer inquiry.
  • Responsible for responding to all non-emergency customer inquiry as stipulated in program guidelines.
  • Schedules and reschedules customer intake appointments, as needed.
  • Provides quality customer service.
  • As assigned, conducts customer intake and reviews customer application and accompanying documentation for accuracy and completeness and to ensure service eligibility as outlined in program rules and regulations.
  • Maintains orderly customer paper files in accordance with program requirements
  • Demonstrates proficiency in the use of available technology to maintain accurate computer-based files in accordance with agency and program requirements.
  • Refers customers to internal and external resources in support of comprehensive attention to customer need.
  • Processes energy applications using DSS procedural instructions.
  • Process energy applications per CRT’s Quality Assurance procedures.
  • Prepares program reports in accordance with program requirements and agency need.
  • Possesses excellent oral and written communication skills that demonstrate the ability to communicate with persons of varying racial/ethnic and socio-economic cultures.
  • Attends courses, professional workshops/training, seminars and/or participates in self-directed studying that will provide for continuous professional growth related to this position.
  • Obtains/maintains valid certifications to sharpen and refresh job skills.
  • Performs outreach services and participates in community events and/or conducts community education sessions.
  • Maintains daily activity log.
 

ADDITIONAL JOB FUNCTIONS

  • Responds to supervisor, upper management and program funder requests for information as requested.
  • Some in-state travel may be required.
  • Performs all other duties as assigned.

MINIMUM TRAINING ANDEXPERIENCE

Education: Associate’s Degree in human services or related field from an accredited two year college or university preferred. A high school diploma and work experience may be substituted for a college degree.

Demonstrated Skills: The ability to manage time in a fast-paced environment and accomplish job responsibilities under minimum supervision. Experience with non-profit or community volunteering. Must have strong listening, oral and written communication skills.

Bilingual: English/Spanish preferred.

Driving Required:  Preferred            Agency Vehicle:  No              Employee’s Own Vehicle:  Preferred


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