Demo

Intake Specialist

Dream an Blessing Consulting LLC
Columbus, OH Remote Full Time
POSTED ON 5/12/2026
AVAILABLE BEFORE 7/12/2026

Job Title: Intake Specialist

Job Summary:
We are seeking a highly organized and detail-oriented Intake Specialist to join our team. The Intake Specialist will play a critical role in our organization by overseeing the intake process for new clients and ensuring all required information is accurately collected and documented. The ideal candidate should have excellent communication skills and the ability to multitask in a fast-paced environment.

Responsibilities:
- Handle the intake process for new clients, ensuring all necessary paperwork is completed accurately and in a timely manner.
- Collect and document all required information, such as personal details, demographics, insurance information, and medical history.
- Verify and authenticate clients' insurance coverage by contacting insurance providers and obtaining relevant details.
- Coordinate with other departments and team members to ensure a smooth transition for new clients.
- Assist clients with any questions or concerns regarding the intake process, providing excellent customer service.
- Maintain confidentiality and handle sensitive client information with utmost discretion.
- Keep up-to-date records of all client information in the system.
- Collaborate with the billing department to ensure accurate and timely billing for services rendered.
- Participate in regular team meetings to provide updates on intake processes and address any issues or bottlenecks.
- Stay updated on industry regulations and compliance requirements related to intake procedures.
- Identify areas for improvement in the intake process and suggest solutions to enhance efficiency and quality of service.

Requirements:
- High school diploma or equivalent; associate's or bachelor's degree preferred.
- Proven experience working in a similar role, preferably in a healthcare or social service setting.
- Strong organizational skills, with the ability to multitask and prioritize tasks effectively.
- Excellent communication skills, both written and verbal, with the ability to effectively interact with clients, team members, and insurance providers.
- Attention to detail and a commitment to accuracy in collecting and documenting client information.
- Proficient in using electronic health record (EHR) systems and other relevant software applications.
- Familiarity with insurance billing processes and medical terminology is preferred.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Strong problem-solving skills and the ability to think critically.
- Comfortable working in a fast-paced, high-pressure environment.
- Strong customer service skills and a compassionate, empathetic approach.

We offer competitive compensation and benefits packages, including health insurance, retirement plans, and opportunities for professional growth. If you are organized, detail-oriented, and passionate about providing exceptional service to clients, we would love to hear from you. Apply today to join our team as an Intake Specialist.

Salary.com Estimation for Intake Specialist in Columbus, OH
$56,021 to $74,529
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