63,427 Client Intake Specialist jobs in the United States

Client Intake Specialist

84041 Maeser, Utah Davis Behavioral Health

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Davis Behavioral Health (DBH) is seeking a part-time Client Intake Specialist to join its clinical support team.Job DescriptionDBH is committed to providing exemplary customer services to its clients and employees. As a member of the Clinical Support team, the Intake Specialist serves as the initial point of contact for clients seeking behavioral health services. This position is responsible for gathering demographic, insurance, and clinical information; assessing immediate needs; and coordinating with clinical staff to facilitate timely access to appropriate services. The Intake Specialist plays a critical role in ensuring that clients feel welcomed, informed, and supported through the initial steps of the care process.Essential Job FunctionsThe Intake Specialist Is responsible for performing the following essential job functions at the expected level and within the expected timeframes:Answer incoming calls and respond to inquiries regarding services.Complete intake assessments to determine client needs and appropriate levels of care.Schedule initial appointments and provide information about clinic procedures.Enter accurate client data into the electronic health record (EHR) system.Verify insurance eligibility and obtain necessary authorizations.Maintain confidentiality and adhere to HIPAA regulations at all times.Collaborate with clinical and administrative teams to ensure smooth client onboarding.Other duties and responsibilities and needed and assigned.In addition, the Intake Specialist is responsible for performing the following tasks:Conduct screening interviews with potential clients using standardized tools.Identify high-risk or crisis situations and promptly escalate to clinical staff.Provide referrals and resources to individuals who are not eligible for clinic services.Track and follow up with clients who miss intake appointments or need rescheduling.Support coordination of care with external agencies as needed.Maintain updated knowledge of clinic services, provider schedules, and intake procedures.Participate in quality improvement initiatives and team meetings.Other duties and responsibilities and needed and assigned.Employment Classification, Schedule, and Work EnvironmentThis position is classified as part-time, non-exempt.Part-time employees at DBH must work less than 30 hours per week. The specific schedule for this position is outlined below:Monday through Wednesday, 12:00 pm to 5:00 pmThursday, 11:00 pm to 5:00 pmThe work environment is describe below:Standard office setting within a behavioral health clinic.Regular interaction with individuals experiencing mental health challenges.Moderate noise level; fast-paced and team-oriented.Experience and Qualifications Required ExperienceClinical support positions at DBH require a minimum of two (2) years of experience working in a medical office or clinical setting.Previous customer service skills are required.Preferred ExperiencePrevious experience working in a behavioral health clinic or facility is preferred.Previous experience working with medical insurance and billing is also preferred.Skills, Abilities, and QualificationsThe Intake Specialist must possess the following qualifications, skills, and abilities to successfully perform the essential functions of the job:QualificationsMust be at least 18 years old.All employees at DBH must successfully pass a pre-employment criminal background check as well as a pre-employment drug screening. Since Davis Behavioral Health works with Federal grants the company and its employees must comply with the Federal drug laws, including no use of medical marijuana.Must have reliable transportation and a valid driver's license.A clean driving record is also required to utilize the DBH vehicle fleet.Bi-Lingual Spanish: Bi-lingual English/Spanish fluency is beneficial to perform all essential job functions in both English and Spanish, but is not required. A Spanish-language incentive stipend is available for candidates who successfully pass a Spanish-language assessment upon hire.Skills & AbilitiesThe Office Specialist - Intake must possess strong verbal communication skills and have demonstrated professional customer service experience. The successful candidate must also demonstrate compassion, courtesy and respect to all clients and their families. Exceptional interpersonal skills with the ability to establish immediate rapport with clients.Ability to provide exceptional customer service to DBH clients and employees.Proficiently utilize required systems and/or equipment related to performing essential functions of the job.Ability to work independently and effectively.Ability to develop and maintain effective working relationships with colleagues and clients.Ability to maintain client confidentiality.Ability to remain calm and professional in high-pressure or emotionally charged situations.Knowledge of Medicaid, Medicare, and commercial insurance billing practices.Empathy, cultural sensitivity, and a client-centered approach to service delivery.Strong multitasking skills and adaptability in a fast-paced environment.CompensationStarting pay for this position is $18.00 per hour$28.85 per pay period Spanish-language incentive available. Must successfully pass a Spanish-language assessment.Experience and SkillsMinimum RequirementsAll candidates must successfully pass a pre-employment background screening and drug screening.DBH utilizes an electronic medical health records system, so computer literacy and familiarity with Microsoft Office products is required.High school graduation and one year of full-time employment in a related clerical field. Microsoft Word and Outlook knowledge preferred. Typing a net of 35-40 wpm preferred but not mandatory.BenefitsPart-time positions at DBH are not eligible to participate in the agency's benefits program.All employees at DBH are eligible to utilize the agency's robust Employee Assistance Program (EAP) through Intermountain LiVe Well.Davis Behavioral Health is an equal opportunity employer.DBH Criminal Background Check & Drug Screening DisclaimerDavis Behavioral Health is a drug-free workplace and requires all employees to successfully pass a pre-employment drug screening. DBH will not hire individuals currently using illegal drugs or abusing alcohol; therefore, making employment at DBH conditional upon successfully passing pre-employment drug screening by providing a valid sample. Candidates who are offered employment are required to report for a drug screen at an Intermountain WorkMed location within 24 hours of being requested to do so by the DBH Human Resources Department.Davis Behavioral Health works with Federal grants and must comply with the Federal drug laws, including no use of medical marijuana.Further, all employees at DBH must successfully pass a pre-employment criminal background check as part of DBH's licensing agreement with the State of Utah. Failure to pass either screening will result in the termination of any job offer submitted and/or employment for any individual who has started employment while the criminal background screening is in process. Pending and/or open charges will likely impact a candidate's ability to pass the pre-employment criminal background screening.

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Client Intake Specialist

07660 Ridgefield Park, New Jersey Insight Global

Posted 6 days ago

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1 week ago Be among the first 25 applicants

Direct message the job poster from Insight Global

  • 2+ years of experience in customer service
  • Computer proficiency (Microsoft Office 365/Suite)
  • Excellent communication, both verbally and written

Plusses:

  • Experience working in a call center environment
  • Experience working in a law firm
  • Associates/Bachelors Degree

Day-to-day:

Insight Global is seeking a Client Intake Specialist for one of our law firm clients in Ridgefield Park, NJ. This role will start out onsite and have a potential to move to a hybrid remote environment if proven the ability to work autonomously.

As a Client Intake Specialist, you will be responsible for handling the initial calls and inquiries (Web, Email, Chat) from new prospecting clients seeking out a firm to represent them regarding potential injury claims. Our client provides best-in-class services and obtains detailed information regarding the incident to be reviewed by their attorneys immediately. In this role we need someone who will approach each interaction with a high degree of attention and sense of urgency to ensure the best possible outcome. In this role you will also be responsible for following up with all potential clients regarding documentation, next steps, and assisting in the sign-up process all while providing an excellent client service experience.

Compensation:

$50,000 to $5,000per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service
  • Industries Staffing and Recruiting, Legal Services, and Law Practice

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Client Intake Specialist

55130 Minnesota, Minnesota Minnesota Jobs

Posted 8 days ago

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Job Description

Client Intake Specialist

Beacon Hill's client is seeking a compassionate and detail-oriented Client Intake Specialist to serve as the first point of contact for prospective clients. This role plays a critical part in managing the intake process, supporting internal operations, and collaborating across sales, marketing, and administrative teams to ensure an excellent client experience. This is a contract-to-hire role that is onsite in Little Canada, MN.

Key Responsibilities:

  • Client Intake & Sales Support
  • Administrative & Reception Support
  • Billing & Financial Coordination
  • Marketing & General Support

Qualifications:

  • High school diploma required; college degree preferred
  • Experience in a client-facing or administrative role
  • Proficiency with CRM systems, calendars, and workflow/reporting tools
  • Strong attention to detail and ability to handle multiple priorities

What You Bring:

  • Empathy and professionalism in all client communications
  • Excellent written and verbal communication skills
  • A proactive, solution-focused mindset
  • Flexibility and adaptability in a fast-paced legal or professional services setting
  • Ability to collaborate effectively across departments

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Refer to ID 1423911-4664 when applying

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Client Intake Specialist

30383 Atlanta, Georgia Wiggam Law

Posted 11 days ago

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DescriptionAnswer the first call that turns tax stress into peace of mind.Wiggam Law is hiring a Client Intake Specialist to join our growing sales and client experience team. You'll help guide people through some of the most financially stressful moments of their lives - with empathy, speed, and precision.This isn't your average admin role. You'll be a key driver of firm growth, handling inbound inquiries, preparing engagement documents, and owning the intake process from first contact to handoff, with clear goals, real impact, and room to grow.About Wiggam LawOur culture balances excellence and empathy, precision and play, growth and groundedness. If you want to be part of a tight-knit team that wins together and has fun doing it, you'll fit right in.ResponsibilitiesYou'll manage both the people-facing and systems-facing sides of client intake. Think: part client guide, part process ninja. Your Core Responsibilities•Convert leads into clients. Handle inbound calls and emails with empathy and professionalism; schedule consultations; follow up with qualified leads and convert them to clients to drive firm growth.•Onboard new clients. Accurately and efficiently draft and send engagement documents, collect payments, and process Power of Attorney (POA) forms.•Keep everything moving. Track next steps for no-shows, inactive leads, and new client handoffs to progress potential new clients through the sales pipeline.•Own the data. Ensure firm CRM records are complete and accurate across Lawmatics, Clio, and Dropbox. Keep the CRM pipeline updated.•Collaborate across teams. Partner with legal, sales, and administrative staff to hand off leads who become clients and deliver a smooth new client experience.•Support our Transcript Monitoring Service. After a case closes, introduce clients to our ongoing monitoring service, follow up on interest, and prepare engagement documents for those who opt in.Your Key Outcomes•Call-to-client conversion targets met quarterly•Engagement documents are sent within 48 hours of the request•POAs processed and submitted within 48 hours of receipt from new clients•Client record accuracy at 98% or aboveQualificationsYou don't need a legal background: just the skills to communicate, follow through, and work with heart. •Technical degree or higher level of education is required•2+ years in client intake, sales support, customer service, or admin roles with heavy phone/email interaction•Strong phone presence and clear, professional communication•Comfort with structured processes and CRM tools (Lawmatics or Clio is a bonus)•High attention to detail - especially with documents, forms, and client data•The ability to stay calm under pressure and help clients feel heard and supported•Tech fluency with Google Workspace, Microsoft Office, Adobe applications, and cloud tools•A desire to solve problems and improve workflows, not just complete tasks•You manage your time well and stay focused when juggling multiple tasks•You work well independently, but thrive in team environments tooWhat we offer:•Generous benefits package•Competitive compensation, with a quarterly bonus for hitting performance goals•Accrued paid time off•Employer-provided health insurance•Dental and vision insurance are available•Paid group disability and life insurance policy•Up to 4% 401(k) match•An annual retirement contribution from the firm's profit-sharing plan•Paid parking or a monthly MARTA fare•Clear growth path with the opportunity to evolve into a sales role or move to other areas of the firmWhy This Role, and Why Now?We're expanding fast, and intake is at the heart of that growth. You'll help shape how we welcome new clients and how we scale. You'll report directly to the Head of Client Experience, with dotted-line visibility to sales and legal leadership.This is a rare chance to own a process, see the impact of your work in real time, and be part of a team that's building something meaningful and doing it with heart.

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Client Intake Specialist

85003 Phoenix, Arizona Zanes Law

Posted 11 days ago

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Job Description

Benefits: 401(k) Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Profit sharing Training & development Vision insurance Client Intake Specialist - Inside Sales with Purpose Full-Time | $18-$0/hr + Generous BonusesAre you a confident communicator who thrives on helping others and making things happen? Zanes Law Injury Lawyers is a top-tier Arizona personal injury law firm is hiring a Bilingual Client Intake Specialist to join our high-performance team. This is not a call center job it's an inside, consultative sales position where your conversations create real impact. This position is in office in our beautiful new offices at 333. E Camelback Rd. 85018).Whether you've crushed it in customer service, hospitality, or retail sales, if you know how to connect with people, solve problems fast, and follow through with confidence we want to hear from you. What You'll Be DoingBe the first voice potential clients hear, make a powerful first impressionAsk great questions, uncover needs, and determine if we can helpExplain the real-life value of legal support (we'll train you!)Confidently guide qualified leads through the sign-up processFollow up like a pro: phone, text, email, you know how to get answersLog details and keep everything organized in our CRM What We're Looking For3+ years of customer service experience2+ years of sales experience (consultative or inside sales a plus)A natural people person who's confident, empathetic, and sharpA fast learner who adapts well and thrives in high-energy environmentsTech-savvy and organized, you handle your pipeline like a bossCoachable, reliable, and ready to level up your career Compensation & Perks 18- 20/hr base pay depending on experienceGenerous bonus plan based on signed casesHealth, dental, vision, PTO, STO, 401(k) and two profit sharing plansPaid training and long-term career growth opportunitiesA modern, supportive, no-drama workplace where your effort is recognized (find us on Google business and check out our beautiful new office)Our Culture: We Live the GOAT ValuesAt Zanes Law, we don't do average. We live our GOAT Values every day:GIVE A DAMN - We care deeply about our clients, our team, and our mission.OVERDELIVER - We go above and beyond, not because we have to, but because we want to.A BLESSING TO OTHERS - We use our work to lift others up, not just ourselves.TOTALLY DRAMA FREE - We show up like grown-ups, support our teammates, and handle business.If this sounds like your thing, you'll fit right in. Why You'll Love It HereYou'll grow fast. You'll earn well. You'll work with smart people who care. You'll help real clients who need someone like YOU to guide them through a tough time. This role is high-responsibility but it's also high-reward.Compensación: $ 8.00 - 20.00 per hour Zanes Law Injury Lawyers LLCDoug Zanes founded Zanes Law in 2003. Our firm's first office was located in Tucson, Arizona, with Doug as the only attorney. His wife Claudia, who is a business executive, helped run the business operations within the law firm. During this time, we were able to count our entire staff on one hand.By 2008, we had added two lawyers and employed a team of 15 staff members. It was at this time that we began to focus our practice on personal injury cases. We realized that helping accident victims was far more personally fulfilling than the area of law we had been practicing.By 2017, the firm grew to include 10 lawyers spread across three law offices. There were two offices in Tucson, Arizona, and a third office in Phoenix, Arizona. Today, we continue to serve personal injury victims living and/or working in and around Tucson, Phoenix, Nogales, Sierra Vista, Douglas, Yuma, Flagstaff, and Northern Arizona. We also serve Glendale, Casa Grande, Scottsdale, Mesa, Chandler, Gilbert, Tempe and the entire Phoenix Metro area.In the past 20 years, Zanes Law Injury Lawyers has recovered almost 1 Billion Dollars for our clients. Both Doug and Claudia believe that our firm owes this success to the wonderful people who work here. Our paralegals, case managers, intake specialists, receptionists, attorneys, and business executives make sure to take care of our clients every step of the way.Página Web de la Compañía:

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Client Intake Specialist

75215 Park Cities, Texas Lgbtchamber

Posted 21 days ago

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Job Description

In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible.


Responsibilities:

Tasks include:

  1. Act as a client concierge from intake and scheduling of prospective clients, follow up to schedule appointments before and after, outreach after becoming a client, and nurturing the client relationship for closed clients.
  2. Experience in sales and customer service a must!
  3. Use management software and CRMs, including researching better online tools for automation and communication.
  4. Help develop programs for new client acquisition, glide paths for converted clients, and retention of closed clients.
  5. This position is ALL about treating every client as our TOP client, even before they become a client to long after we have finished their case.
  6. Must use Oxford Comma and pay great attention to detail in spelling of names of team members and clients.
  7. Great attitude and looking for long-term commitment.
Qualifications

Our preferred candidate:

  1. Has a GREAT personality and sense of humor.
  2. Wants a long-term position.
  3. No experience in a law firm necessary.
  4. Shows compassion when dealing with clients and has a talent for winning their confidence and respect.
  5. Is willing to work hard to see that clients receive top-notch service and results.
  6. We are looking for someone who has character, intelligence and integrity; and someone who contributes positively to the atmosphere within the office.
  7. No one who takes themselves too seriously, thinks that scanning a document is beneath them and will wash their own coffee cup.
  8. Someone who believes in civil rights and equality for all.
Compensation

$45,000 - $52,000 yearly

  1. Initial compensation will be based upon prior experience and current pay. Raises will be based on job performance.
  2. This position is NOT remote.
  3. Health insurance and retirement options.
  4. Option to occasionally work remotely.
  5. The Firm provides paid holidays and generous paid time off (PTO).

About Burch Law PLLC

We are a diverse, progressive-minded, woman-owned law firm with a passion for helping people from all walks of life whether they are families, individuals, or parents, who identify as LGBTQ, no matter the net worth, age, and stage of life. We primarily focus on Estate Planning, Probate, and Business Law. We are located in North Dallas.

Job Type: Full-Time

Experience Level: Entry Level

Job Function: General

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Client Intake Specialist

10261 New York, New York AC Lion

Posted 21 days ago

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Job Description

Title: Client Intake Specialist (Bilingual - English/Spanish)

Location: New York, NY | Hybrid Flexibility

A leading personal injury law firm is seeking a bilingual (English/Spanish) Client Intake Specialist to be the first point of contact for individuals navigating difficult and often life-altering circumstances. This is a dynamic, client-facing role ideal for someone who is empathetic, energetic, highly organized, and detail-oriented.

What You'll Do:
  • Engage with Potential Clients: Manage inbound inquiries and proactively follow up with potential clients via phone, text, and email.
  • Information Gathering: Collect and document detailed incident, injury, and case information using intake software and public resources (e.g., Google Maps, NYSCEF).
  • Screen and Assess Cases: Evaluate claims to determine merit and recommend next steps-retain, refer, or decline.
  • Educate and Guide: Clearly explain the personal injury legal process and required documentation to potential clients.
  • Coordinate and Schedule: Arrange consultations with attorneys and schedule follow-ups to build trust and streamline the intake process.
  • Maintain Accurate Records: Ensure all client communications and case data are captured accurately in relevant systems.
  • Vendor and Partner Management: Oversee call center workflows and nurture relationships with referral partners to support mutual success.
  • Collaborate Cross-Functionally: Work closely with attorneys and legal staff to ensure a seamless handoff from intake to case management.
What You Bring:
  • Fluency in both English and Spanish.
  • 5+ years of experience in intake or paralegal roles within personal injury law.
  • Exceptional communication, interpersonal, and organizational skills.
  • High attention to detail with the ability to multitask in a fast-paced environment.
  • Proficiency in Microsoft Office, Outlook, Calendly; experience with Lead Docket or SmartAdvocate is a plus.
  • A client-first mindset, with a passion for helping others through complex processes.


Why Apply?

This is more than just an intake role -

it's an opportunity to make a real impact by supporting individuals at some of the most vulnerable moments of their lives. Flexible work hours, a collaborative team environment, and meaningful, mission-driven work await.

Comp: $80 - $120k base + bonus

3369053
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About the latest Client intake specialist Jobs in United States !

Client Intake Specialist

75215 Park Cities, Texas Burch-Law.com

Posted 21 days ago

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Job Description

In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible.

Compensation: $45,000 - $52,000 yearly

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Other
Industries
  • Legal Services

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Senior Client Intake Specialist

75215 Park Cities, Texas Law Office of Chris Schmiedeke. PC

Posted 10 days ago

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Job Description

DescriptionSALES & CLIENT RELATIONS SPECIALIST - MAKE A DIFFERENCE, EVERY SINGLE DAYAre you the kind of person who thrives on connection, solves problems with compassion, and closes with confidence? Are you hungry, driven, and ready to help transform lives while building your own future? If so, we want you.We're a boutique family law firm with a bold vision for growth, and we're looking for a Sales & Client Relations Specialist who's ready to be on the front lines with us.This isn't a passive intake role. This is a performance-driven, people-first position designed for someone who knows how to lead conversations, connect with purpose, and convert potential into impact.YOUR MISSION:Be the first trusted voice potential clients hear. Guide them from uncertainty to clarity. Help them see the value of partnering with our firm-and walk beside them as they take that first, life-changing step.WHAT YOU'LL DO:Conduct powerful, in-depth consultations (in-person preferred, phone/Zoom acceptable)Show genuine empathy while maintaining the ability to lead and close the conversationSell the firm's legal services by communicating value, not just priceFollow a proven consultative sales structure (with room to evolve and improve our systems)Convert qualified leads into signed clients with paid retainersTransition clients smoothly to the legal team post-retentionMaintain ongoing relationships with clients and past clients to fuel referrals and long-term trustOwn your CRM pipeline daily-track all PNCs, progress, referrals, and conversionsParticipate in continued testing of sales scripts and client experience systemsWHO YOU ARE:You have a hunter mindset-persistent, resourceful, and undeterred by "no"You believe sales is service, and connection is powerYou're self-motivated, emotionally intelligent, and ready to deliver resultsYou bring compassion and confidence to high-stakes conversationsYou're highly organized, coachable, and tech-comfortable (Mac, CRM, Zoom, etc.)You work smart, stay hungry, and never stop improvingREQUIREMENTS:Proven success in consultative sales (legal experience is a plus, not a requirement)Excellent communication and problem-solving skillsComfort working flexible hours-including occasional evenings/weekends if needed (remote flexibility provided)Strong follow-through on tasks and accountability for KPIsNon-attorneys only - no legal advice will be providedCOMPENSATION:Full-time positionBase salary plus performance-based bonusesSignificant calendar autonomy with a supportive team structureCover Letter Requirements (No Exceptions):What does it take to be a stellar Sales & Client Relations Specialist?What unique strengths would you bring to our team?What did you love (and didn't love) about this ad? Be honest.Your salary expectations and weekly availabilityResponsibilitiesWHAT YOU'LL DO:•Lead powerful, trust-building consultations-ideally in person, though Zoom or phone may be used when necessary•Navigate emotionally charged conversations with empathy and control, guiding prospects toward decisive action•Sell the value of our legal services-not just the price-by highlighting outcomes, expertise, and peace of mind•Follow our proven consultative sales framework while contributing ideas to evolve and optimize it•Consistently convert qualified leads into retained clients with paid retainers•Seamlessly transition new clients to the legal team for a smooth onboarding experience•Nurture relationships with current and past clients to drive referrals, reviews, and long-term loyalty•Diligently manage your CRM daily-logging every lead, step, conversion, and referral with accuracy•Actively engage in testing and refining scripts, workflows, and the overall client experienceQualificationsWHO YOU ARE:•You're a closer with a hunter's mindset-persistent, resourceful, and unfazed by rejection.•You see sales as a form of service and understand that genuine connection drives conversion.•You're self-driven, emotionally intelligent, and laser-focused on delivering results.•You bring both compassion and authority to high-stakes conversations.•You're organized, coachable, and comfortable with tech (Mac, CRMs, Zoom, etc.).•You work with intention, stay hungry for growth, and are constantly leveling up.REQUIREMENTS:•Demonstrated success in consultative sales (legal industry experience is a plus, not required)•Exceptional communication, active listening, and solution-oriented thinking•Availability for flexible scheduling, including some evenings/weekends as needed (with remote flexibility)•Strong sense of ownership over tasks and accountability to KPIs•This role is for non-attorneys only-no legal advice will be given or expected

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