Source Job

$17–$17/hr

  • Manage a queue of incoming documents to create new clients and update existing ones in the CRM system.
  • Operate within service level agreements to ensure speed to start entry and high accuracy for billing and compliance.
  • Troubleshoot and resolve account issues while coordinating with internal teams like Logistics, Customer Care, and Billing.

Data Entry Microsoft Office Analytical Skills Problem Solving Communication

20 jobs similar to Intake Client Specialist

Jobs ranked by similarity.

  • Serve as the first point of contact for families, coordinating consultations, tours, assessments, and intake documentation.
  • Track case progress across intake stages, ensuring a positive experience for families and the KBH team.
  • Collaborate to improve workflows and maintain HIPAA compliance while supporting evaluation and referral processes.

Kind Behavioral Health is a leading provider of Applied Behavior Analysis services for children with autism in North Carolina and Georgia. The company values growth and teamwork, encouraging employees to think big, have fun, do good, and be kind.

$15–$22/hr
US

  • Receive, open, sort, and scan incoming mail and checks, exporting data as required.
  • Review and respond to customer email inquiries about Unclaimed Property.
  • Perform data entry and document processing to ensure compliance and accurate transactions.

LoanCare is a leading national provider of full-service mortgage subservicing, serving banks and homeowners since 1991. Backed by Fidelity National Financial, it subservices over 1.8 million loans and fosters a culture of integrity and collaboration.

US

  • Manage daily workflow functions for Periscope requests and assessments
  • Serve as the primary point of contact for health plans and therapists
  • Maintain strict patient confidentiality in compliance with HIPAA

Founded in 1997, The Periscope Group is a privately held consulting company providing accurate, timely, and objective reports that help medical management teams serve vulnerable populations. Our services now reach all demographics and lines of business across 46 states.

North America

  • Takes incoming calls from members and navigates tools to resolve inquiries.
  • Maintains high service levels and meets performance targets.
  • Participates in training to develop product knowledge and skills.

Velera is a premier payments credit union service organization and integrated fintech solutions provider serving over 4,000 financial institutions. The company fosters a people-helping-people culture with a remote-first, inclusive environment.

US

  • Enter, update, and maintain customer information in company systems
  • Contact customers via phone or email to respond to inquiries and resolve routine questions
  • Maintain accurate records of customer interactions and work on assigned projects

CRC Benefits is an industry leading provider of benefits services. The company has a culture based on inclusion, trust, collaboration, and innovation, and has earned a Top Workplaces USA award three years in a row.

$33,280–$33,280/yr
US

  • Conduct administrative intake and scripted clinical intake of calls, providing quality customer service to providers and staff.
  • Collect and enter confidential information with high confidentiality, maintaining high-quality documentation standards.
  • Meet key performance indicators like Average Talk Time and quality, while adhering to HIPAA and regulatory standards.

WNS, part of Capgemini, is an Agentic AI-powered leader in intelligent operations and transformation, serving over 700 clients across 10 industries. With operations in 13 countries and more than 66,000 employees, WNS combines scale, expertise, and execution to create meaningful, measurable impact.

US

  • Process internal and external customer inquiries via phone, email, and other channels, resolving issues and ensuring order accuracy.
  • Collaborate with sales, freight, and order management teams to de-escalate conflicts and provide timely solutions.
  • Maintain a proactive, problem-solving mindset in a fast-paced remote environment, multitasking across calls, emails, and meetings.

Advanced Drainage Systems is a leading manufacturer of stormwater and onsite septic wastewater solutions, committed to sustainability and innovation. With a vast manufacturing and distribution network, we foster a culture where diverse perspectives drive better ideas, ensuring every employee feels valued, heard, and empowered to make an impact.

US

  • Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
  • Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
  • Collect and validate required documentation, review banking ledgers, and maintain accurate client records in CRM systems.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They foster a collaborative remote work environment focused on community, connection, and belonging.

US

  • Process and validate energy rebate requests through data entry.
  • Consistently meet key performance indicators, including 90% production standards and 99% accuracy.
  • Contribute to process improvements and maintain professionalism in a team-based environment.

CLEAResult leads the transition to a sustainable, equitable, and carbon-neutral energy-efficient future. As the largest provider of energy solutions in North America with offices in over 60 cities, we foster a people-first culture built on trust, accountability, and transparency.

US

  • Updates patient accounts with information received from hospitals and follow-up with Contact Specialist.
  • Accesses client connections/computer system to obtain information required to update accounts.
  • Performs special projects or tasks as assigned and assists IT in resolving access issues.

Revecore helps hospitals recover the revenue they've earned through specialized expertise and proprietary technology. Trusted by over 1,300 hospitals across 48 states, they have built a supportive and innovative workplace where people support one another.

US

  • Works closely with sales teams and customers to manage orders and provide proactive customer service.
  • Handles purchase orders, coordinates with plants and logistics, and ensures compliance with Sox standards.
  • Supports restoration efforts during storms/emergencies, occasionally working nights, weekends, and holidays.

Koppers is an integrated global provider of treated wood products, wood treatment chemicals and carbon compounds. With more than 1,800 employees, it serves customers worldwide and promotes a Zero Harm culture focused on safety and environmental stewardship.

US

  • Process and balance incoming contracts and payments in the administrative system with attention to detail.
  • Assist customers and dealers with cancellations, contract inquiries, and portal navigation.
  • Collaborate with teams to ensure accurate contract corrections, claims, and year-end audits.

Protective helps protect customers against life's uncertainties, providing insurance and peace of mind. They are a large company with a focus on employee wellbeing, offering comprehensive benefits and emphasizing a diverse and inclusive workforce.

US

  • Answer inbound calls from Medicare Advantage members and providers with empathy and professionalism.
  • Handle inquiries regarding benefit eligibility, enrollment, and claims status while conducting thorough research.
  • Navigate multiple systems to resolve issues and advocate for members, ensuring first-call resolution.

Johns Hopkins Health Plan provides health insurance services to members. It is part of the Johns Hopkins Health System, a large organization with a diverse team of healthcare professionals.

$17–$22/hr
US

  • Enter customer orders into company systems accurately.
  • Review orders for completeness and resolve discrepancies.
  • Maintain accurate order records and meet deadlines.

Bilgewater Group processes customer orders and maintains accurate order information. They are an equal opportunity employer with a remote workforce.

$20–$25/hr
US Unlimited PTO

  • Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
  • Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
  • Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.

Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.

$25–$30/hr
US

  • Analyze and interpret alphabetic, numeric, scanned, and database records from UCC filings and other digital sources.
  • Enter data accurately and efficiently into internal systems following established formatting and classification standards.
  • Review records for completeness, accuracy, and consistency, and identify and correct omissions and formatting issues.

SkillerszoneLLC is a leader in data-driven solutions for the trucking, agriculture, and construction industries. We’re passionate about valuing our associates for their unique skills, ideas, and backgrounds, and we’re committed to building an inclusive, innovative workplace where everyone can thrive.

US

  • Serve as the primary point of contact for customers via phone, resolving issues and guiding solutions.
  • Accurately document interactions and collaborate with departments to ensure positive experiences.
  • Exceed satisfaction goals with strong communication and problem-solving skills.

InteLogix is a trusted leader in providing innovative human capital solutions and exceptional services. With 19 global centers, they help 23 million people and their families simplify work and life, driven by teamwork and excellence.

US

  • Conduct outbound calls and intake visits for new clients while logging activities in Salesforce.
  • Perform psychosocial assessments and create care plans using evidence-based practices.
  • Review medical charts and communicate client needs to the care team for personalized planning.

Vynca is a healthcare company transforming care for individuals with complex needs, focusing on comprehensive care for more quality days at home. They are a close-knit community guided by core values of excellence, compassion, curiosity, and integrity.

$19–$25/hr

  • Support daily administrative and operational tasks
  • Maintain accurate records, spreadsheets, and company systems
  • Coordinate requests and follow up with internal teams

Bilgewater Group is a company focused on operational excellence and administrative support. We maintain a remote-first culture with an emphasis on organization, communication, and equal opportunity employment.

  • Ensure data accuracy and input on the computer billing system, updating patient and insurance information.
  • Handle patient inquiries regarding insurance, credit, and billing issues; review and mail statements; file electronic claims.
  • Follow up on litigation cases, scan documents into electronic medical records, and coordinate with physicians for documentation.

Munson Healthcare is northern Michigan's largest healthcare system, with eight community hospitals serving over half a million residents. They prioritize a culture of excellence, teamness, and creativity, committed to exceptional experiences for patients and teammates.