intake specialist

Campione Law P.A.

**CANDIDATE MUST BE A FLUENT Campione Law, P.A. is a large personal-injury law firm committed to fighting for our clients and delivering results with skill, urgency, and compassion throughout Florida and beyond. Our Jacksonville headquarters is a fast-paced, team-oriented environment where every team member plays a key role in helping clients move forward after an injury.Position OverviewThe Intake Specialist is often the first point of contact for potential clients and serves as the voice and values of Campione Law. This full-time, in-person role is responsible for gathering case details, evaluating potential claims, initiating representation agreements, and ensuring each prospective client receives an exceptional intake experience.Key Responsibilities<ul><li>Answer and screen incoming calls, texts, chats, and web inquiries from potential clients.</li><li>Conduct detailed intake interviews to gather facts about accidents, injuries, insurance coverage, and damages.</li><li>Enter case data accurately into the firm&rsquo;s CRM</li><li>Coordinate attorney review and ensure timely follow-up on potential new cases.</li><li>Maintain daily communication with attorneys and the presuit team regarding new leads and case viability.</li><li>Deliver an empathetic, professional, and client-focused experience that reflects Campione Law&rsquo;s standards.</li></ul>Qualifications<ul><li>FLUENT SPANISH IS REQUIRED FOR THIS POSITION</li><li>Prior law-firm experience (personal injury and/or high-volume client intake/customer service) strongly preferred.</li><li>Excellent phone presence and interpersonal communication skills.</li><li>Strong organization, attention to detail, and data-entry accuracy.</li><li>Ability to manage a high volume of leads while staying calm, responsive, and professional.</li></ul>Work Schedule<ul><li>Monday through Friday, 10am - 7pm.</li><li>On-site position at our Jacksonville office. This is not a remote position. </li></ul>Job Type: Full-timePay: From $18.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Intake Specialist

AdaptHealth

<div>Description:

AdaptHealth Opportunity &ndash; Apply Today!
At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives &ndash; out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients&rsquo; lives, please click to apply, we would love to hear from you.
Intake Specialist
The Intake Specialist has a broad range of responsibilities including accurate and timely data entry, understanding, and selecting inventory and services in key databases, communicating with referral sources, and appropriately utilizing technology to notate patient information/communication. Intake Specialist&rsquo;s schedules can vary based on the need of the branch.
The lead specialist serves as a subject matter expert, conducts new hire training and mentor to the team.
Essential Functions and Job Responsibilities:<ul><li>
Accurately enters referrals within allotted timeframe as established; meeting productivity and quality standards as established.</li><li>
Communicates with referral sources, physician, or associated staff to ensure documentation is routed to appropriate physician for signature/completion.</li><li>
Works with leadership to ensure appropriate inventory/services are provided.</li><li>
Communicates with patients regarding their financial responsibility, collects payment and documents in patient record accordingly.</li><li>
For non-Medicaid patients communicate with patients</li><li>
Responsible for reviewing medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.</li><li>
Follows company philosophies and procedures to ensure appropriate shipping method utilized for delivery of service.</li><li>
Answers phone calls in a timely manner and assists caller.</li><li>
Reviews medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.</li><li>
Demonstrates expert knowledge of payer guidelines and reads clinical documentation to determine qualification status and compliance for all equipment and services.</li><li>
Works with community referral sources to obtain compliant documentation in a timely manner to facilitate the referral process.</li><li>
Contacts patients when documentation received does not meet payer guidelines, provide updates, and offer additional options to facilitate the referral process.</li><li>
Works with sales team to obtain necessary documentation to facilitate referral process, as well as support referral source relationships.</li><li>
Must be able to navigate through multiple online EMR systems to obtain applicable documentation.</li><li>
Works with insurance verification team to ensure all needs are met for both teams to provide accurate information to the patient and ensure payments.</li><li>
Assume on-call responsibilities during non-business hours in accordance with company policy.</li></ul><ul><li>
Lead Responsibilities:</li><li>
Supervise and provide guidance to team members in daily operations and complex case resolution</li><li>
Lead team meetings and facilitate training sessions for staff development</li><li>
Monitor team performance metrics and productivity standards, providing feedback and coaching as needed</li><li>
Serve as primary escalation point for difficult customer issues and complex regulatory compliance questions</li><li>
Develop and implement process improvements and workflow optimization strategies</li><li>
Coordinate with management on staffing needs, scheduling, and resource allocation</li><li>
Conduct new employee onboarding and ongoing training programs</li><li>
Maintain advanced expertise in Medicare guidelines, payer policies, and regulatory changes to guide team decisions</li><li>
Prepare reports and analysis on team performance, trends, and operational metrics for management review</li><li>
Maintains patient confidentiality and functions within the guidelines of HIPAA.</li><li>
Completes assigned compliance training and other education programs as required.</li><li>
Maintains compliance with AdaptHealth's Compliance Program.</li><li>
Performs other related duties as assigned.</li></ul>
Competency, Skills and Abilities:<ul><li>
Ability to appropriately interact with patients, referral sources and staff.</li><li>
Decision Making.</li><li>
Analytical and problem-solving skills with attention to detail.</li><li>
Strong verbal and written communication.</li><li>
Excellent customer service and telephone service skills.</li><li>
Proficient computer skills and knowledge of Microsoft Office.</li><li>
Ability to prioritize and manage multiple tasks.</li><li>
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
</li><li>Ability to work independently as well as follow detailed directives</li><li>
Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction.</li></ul>
Requirements:

Education and Experience Requirements:<ul><li>
High school diploma or equivalent required; Associate&rsquo;s degree in healthcare administration, Business Administration, or related field preferred</li><li>
Related experience in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry.</li><li>
Exact job experience is health care organization, pharmacy that routinely bills insurance or provides Diabetics, Medical Supplies, HME, Pharmacy or healthcare (Medicare certified) services</li><li>
Specialist Level: (Entry Level):</li></ul>
One (1) year of work-related experience<ul><li>
Senior Level:</li></ul>
One (1) year of work-related experience plus
Two (2) years exact job experience<ul><li>
Lead Level:</li></ul>
One (1) year of work-related experience plus
Four (4) years exact job experience
Physical Demands and Work Environment:<ul><li>
Extended sitting at computer workstations with repetitive keyboard use; occasional standing, bending, and lifting to 10 pounds.</li><li>
Professional office setting with variable stress levels during authorization deadlines, appeals processes, and urgent patient authorization needs.</li><li>
Proficiency with computers, office equipment, payer portal systems, and healthcare software applications</li><li>
Sustained concentration, diligence, and ability to manage confidential patient and insurance information with discretion.</li><li>
Communication: Professional verbal and written communication skills for payer interactions and healthcare provider coordination at all organizational levels</li><li>
Ability to work independently with minimal supervision and availability for extended hours when required.</li><li>
Mental alertness to perform the essential functions of position.</li></ul></div>

Acadia Healthcare

<div><div>Come join our team as an Intake Specialist, at Life Center of Galax! We are looking for individuals who are passionate about behavioral health. If you are interested in growth opportunities that are second to none in the industry and making a difference in the lives of people in our community, this position is right for you!</div><div></div><div> 
The Intake Specialist is responsible for the intake process at the facility. Liaises with remote admissions to 
team. Establishes professional rapport with client to ensure that they feel welcomed upon arrival. Supports 
client arrival process, including initial assessment process, searching the client&rsquo;s belongings/person for 
prohibited items, and orienting the client to the facility. Ensures required documentation/paperwork is 
completed and maintained.</div><div></div><div> 
We offer a full suite of benefits ranging from:</div><ul><li>Medical, Dental, and Vision Insurance</li><li>Paid Holidays</li><li>Paid Time Off</li><li>HSA &amp; FSA</li><li>Company Paid Basic Life &amp; AD&amp;D</li><li>Disability</li><li>401(k) Retirement Plan - with company match</li><li>Employee Assistance Program/Employee Discount Program</li></ul><div> 
Days are Wednesday - Saturday. Hours are 4:00pm - 2:00am.</div><div></div><div> 
ESSENTIAL FUNCTIONS: 
<ul><li>Liaise with client/family of potential admissions to address any questions, concerns, etc.</li><li>Coordinate facility tours with clients and families who are potential admissions.</li><li>Interface with remote admissions team and on-site clinical team for necessary approvals, plan for client</li></ul>
arrival, including travel arrangements as applicable. 
<ul><li>Establishes professional rapport with client to ensure that they feel welcomed upon arrival.</li><li>Supports arrival process including coordinating assessment/bed placement process, searches of client</li></ul>
belongings/person for prohibited items. 
<ul><li>Orients client to the facility/milieu.</li><li>Liaises with direct care/nursing/clinical team to ensure client is set-up with a treatment plan/schedule</li></ul>
as needed. 
<ul><li>Ensures intake paperwork is completed in a timely fashion and documentation is maintained as</li></ul>
required. 
<ul><li>May discuss client&rsquo;s financial responsibility and take payment as applicable.</li><li>Provides exceptional customer service in line with Acadia Healthcare standards.</li></ul></div><div></div><div> 
GALAX</div><div> 
STANDARD EXPECTATIONS: 
<ul><li>Complies with organizational policies, procedures, performance improvement initiatives and maintains</li></ul>
organizational and industry policies regarding confidentiality. 
<ul><li>Communicate clearly and effectively to person(s) receiving services and their family members, guests</li></ul>
and other members of the health care team. 
<ul><li>Develops constructive and cooperative working relationships with others and maintains them over</li></ul>
time. 
<ul><li>Encourages and builds mutual trust, respect and cooperation among team members.</li></ul>
Page 2 of 4 
Intake Specialist (Specialty) 07/10/2023 
<ul><li>Maintains regular and predictable attendance.</li></ul></div><div> 
EDUCATION/EXPERIENCE/SKILL REQUIREMENTS: 
<ul><li>High-school diploma, GED, or equivalent.</li><li>1 &ndash; 2 years of experience in a patient care environment in a substance use/behavioral health setting, is</li></ul>
preferred. 
<ul><li>Must have excellent communication and customer service skills, and an ability to use required</li></ul>
computer programs.</div><div> 
LICENSES/DESIGNATIONS/CERTIFICATIONS: 
<ul><li>De-escalation training, CPR and/or First-Aid certification as required by facility</li></ul></div><div></div><div> 
We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual&rsquo;s characteristics protected by applicable state, federal and local laws.</div><div></div><div> 
GALAX</div></div>

The Legacy Lawyers

Launch Your Career on Our Growing Inbound Sales Team Where Ambition Is Rewarded and Your Future Takes Off★ No Cold Calling ★Why This Role Is Perfect for New GraduatesYou&rsquo;ve worked hard to earn your degree&mdash;now it&rsquo;s time to take the first step in a professional career where your communication skills, drive, and passion for helping others can shine.If you&rsquo;re ready to grow, learn, and be part of a team that invests in your future, this opportunity was designed for you.Position: Intake SpecialistLocation &amp; Hours: We are located downtown Tyler, Texas, and the hours are 10:00am to 7:00pm, Monday through Friday. (In office only)Average Annual Compensation: $50,000Base salary: $43,200Average Bi-Weekly Bonus: $350~You have the opportunity to earn beyond the average bonus.Performance Based Rewards:In addition to your generous base salary, you will earn $80 every time a prospect calls our firm, speaks with you, schedules a free consultation with one of our attorneys, and retains our services.Health &amp; Wellness Benefits:You will receive Gold level medical insurance, and dental and vision insurance coverage. Your benefits include 2 weeks of paid vacation (after 1 year), 7 paid holiday days off, and 3 days of paid sick leave a year.Retirement Plan:Secure your future with our employee-centric retirement plan; Enjoy the power of saving together through our 401(k) with generous contribution matching. Watch your retirement grow tax free. As the firm matched your pre-tax contributions each year up to 3.5% of your gross salary. That whole amount is added to your retirement savings. This benefit includes your own retirement investment advisor.Ongoing Training and Development:Grow with our talented Intake Specialists through collaboration, weekly meetings, and expert training sessions.Career Growth Path:The Tyler Texas office supports a growing California based law firm. Top performers can move into supervisory positions, or even transfer to other departments within the firm such as Client Care, Human Resources, Sales and Marketing and more.Supportive Team Environment:We have a collaborative and supportive team culture. You will learn from your peers, share ideas, receive insights and even celebrate special occasions!Firm Culture and Values:The thing that separates us from most businesses is the love of our country. We are American First Patriots that embrace God, Family and Country. We believe in building relationships, getting stuff done, brightening each other's work spaces, working with integrity and serving our clients so well they can&rsquo;t stop saying great things about us.Essential Duties &amp; Responsibilities:<ul><li>Answer calls from prospective clients and set qualified candidates with appointment to speak with an attorney</li><li>Build initial client relationships and establish confidence in our firm with every conversation</li><li>Keep updated records of every call made to prospective clients</li><li>Collaborate with team of attorneys on qualifications for prospective clients</li><li>Coordinate multiple calendars to fit the qualifying prospect with an available attorney</li><li>Make follow up calls to ensure prospects show at the right date, time and location for their appointments</li></ul>Qualifications:<ul><li>Bachelors Degree or Higher or be currently pursuing</li><li>Ability to work independently</li><li>Desire to follow systems and procedures</li><li>Strong verbal communication skills</li><li>Enjoy multitasking</li><li>Ability to type 40-words per minute</li><li>Provides thoughtful, empathetic counsel to clients during emotionally challenging situations</li><li>Experience with Google Sheets and Microsoft Office</li></ul>We are an in-office only firm and do not offer remote work opportunities.Job Type: Full-timePay: $43,200.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Free parking</li><li>Health insurance</li><li>Life insurance</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>This is an In Office position in Tyler Texas. We work Monday through Friday from 10:00 am to 7:00 pm. Are you willing to work these hours and come into the office daily?</li><li>What is your typing Speed?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Work Location: In person

Pasadena Injury Firm

Experienced Bilingual (Spanish/English) Intake Specialist &ndash; Personal Injury Law FirmAre you a confident closer who thrives on turning calls into clients? Do you know how to build trust quickly, ask the right questions, and guide injured callers toward taking action?Our fast-growing, highly respected personal injury law firm is seeking an experienced Intake Specialist who understands that every call matters. You will play a pivotal role in the firm&rsquo;s success as the first impression for prospective clients &mdash; combining compassion, urgency, and persuasive communication to convert qualified leads into signed cases.If you excel in high-volume environments, love speaking with people, and know how to confidently secure client sign-ups, we want to meet you.Responsibilities:<ul><li>Serve as the primary point of contact for prospective clients via phone and other communication channels</li><li>Conduct detailed intake interviews and gather relevant case information</li><li>Evaluate potential personal injury claims and communicate next steps clearly</li><li>Confidently convert leads into signed clients</li><li>Manage high call volume while maintaining professionalism and empathy</li><li>Maintain accurate and organized documentation in the firm&rsquo;s case management system</li><li>Follow up consistently with prospective clients to ensure timely retention</li></ul>Qualifications:<ul><li>Bilingual English/Spanish required</li><li>Prior intake experience at a personal injury law firm (required)</li><li>Proven ability to close and secure client sign-ups</li><li>Strong sales and client conversion skills</li><li>Excellent verbal communication and active listening skills</li><li>Outstanding customer service and interpersonal abilities</li><li>Ability to multitask in a fast-paced environment</li><li>Highly organized, detail-oriented, and dependable</li><li>Strong follow-up skills and sense of urgency</li></ul>We are passionate in helping people and enjoy what we do. This is a great environment to work. Room for growth. Please submit your resume with pay expectation. Pay commensurate with experience. Work somewhere where you are appreciated and your work is supported.All responses are kept strictly, 100% confidentialJob Type: Full-timePay: $22.00 - $42.00 per hourSchedule:<ul><li>Monday to Friday</li></ul>Application Question(s):<ul><li>Must have previously worked as an intake specialist to be considered.</li></ul>Work Location: In person

Personal Injury Intake Specialist

The Werner Law Firm

OVERVIEW:We are an award-winning law firm based in Santa Clarita, CA. We help give families peace of mind through living trusts. And we help families through probate when it&rsquo;s too late.We are looking for a stellar candidate who has a passion for helping people. The right candidate is someone who is extroverted, upbeat, engaging, and enjoys conversing with people over the phone on a regular basis.RESPONSIBILITIES:The primary role of this position is to answer incoming calls and to provide administrative support to the firm.In performing intake, the position will gather initial information from the caller and schedule an appointment when appropriate.The candidate will also perform other supportive duties as requested, including but not limited to the following:Providing day to day administrative support, providing additional office support such as distributing mail, filing, faxing, photocopying, scanning and tracking documents, ordering supplies, etc.SKILLS:The candidate must be friendly and skilled at conveying the usefulness of our services to potential new clients. They must be empathetic, confident, articulate, and diplomatic.They should be knowledgeable and proficient with technology, Microsoft Word, Excel, etc. They must also be detail-oriented to collect and track a variety of statistics, including leads, lead sources, client contacts, sales, results, client conversions and other statistics.Ultimately, we are in the business of helping people. People contact us every day with problems or issues they are facing. The reality is, each one of those potential clients are hoping that their call to our firm will be the first step in solving their issues. We have the opportunity and ability in this field to help people through the very real problems that they are facing.With that said, the ideal candidate is someone who enjoys helping people.QUALIFICATIONS:Skills and experience are valued, but personality, character, intelligence, and integrity are vital to this position.If you are interested in a career with our close-knit law firm and are interested in really, truly helping people, then please apply.Starting pay is $20/hr or BOE.READY TO APPLY? Interested candidates should apply through indeed, and complete the following required steps:1) Required - Email a video introduction to info@wernerlawca.com containing the following:<ul><li>a) What you think it takes to be a stellar Receptionist;</li><li>b) What you are looking for in a job;</li><li>c) What you bring to the table (i.e. qualities that would be of value to our firm).</li></ul>Job Type: Full-timePay: $20.00 per hourWork Location: In person

A4Accountant PVT Ltd.

Location: DHA phase 8, Lahore (Full Time Onsite)Work Timings: 06PM - 03AM (Night Shift)Topline Resource Group (TLRG) is seeking a client-focused Intake Specialist to join our growing immigration law practice serving clients across the United States and internationally. We are dedicated to delivering compassionate, reliable legal services that help immigrants secure lawful status, citizenship, and peace of mind.Position OverviewThis role blends client relationship management and consultative sales. As part of our Client Intake Department, you will guide prospective clients through their initial engagement with the firm, conduct consultations via phone and video, educate individuals on their legal options, and facilitate consultation enrollment with our legal team.You are not just closing consultations &mdash; you are helping individuals take the first step toward life-changing legal solutions.Key Responsibilities<ul><li>Conduct intake consultations with prospective clients via phone and video</li><li>Educate clients on legal options and facilitate consultation enrollment</li><li>Maintain accurate documentation in CRM and case management systems</li><li>Coordinate seamless handoffs to attorneys and initiate client onboarding</li><li>Perform follow-ups for retention, quality assurance, and case updates</li><li>Track intake metrics, conversion goals, and billable hours</li><li>Support onboarding and ensure exceptional client experience</li><li>Collaborate with management on lead quality and performance insights</li></ul>Qualifications<ul><li>Proven success converting prospects in high-value professional services (legal, immigration preferred)</li><li>Experience in immigration intake, paralegal work, or legal services strongly preferred</li><li>Strong empathy and cultural competence</li><li>Results-driven mindset with comfort working toward performance metrics</li><li>Excellent communication skills (phone, video, email, CRM systems)</li><li>Highly organized with strong time management abilities</li><li>Professional references required</li></ul>Why Join TLRG?<ul><li>Competitive base salary + performance-based commissions and bonuses</li><li>Flexible work environment</li><li>PTO and comprehensive benefits</li><li>Inclusive, supportive team culture</li><li>Professional growth opportunities in immigration law</li></ul>Topline Resource Group is an Equal Opportunity Employer committed to diversity, equity, and inclusion. Background check and references required.Job Type: Full-timeWork Location: In person

Intake Specialist / Sales Consultant

Search 5531+ Intake specialist jobs near you this March. New roles added regularly across leading industries. Apply today.

5531 intake specialist jobs Near Me

Intake Specialist

Intake Specialist

Intake Specialist

Intake Specialist

Personal Injury Intake Specialist

Intake Specialist

Intake Specialist / Sales Consultant