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If you’ve Googled “Intake Specialist job description,” you’ve probably seen the same thing over and over again:
A long list of bullet points. Vague responsibilities. Zero personality.
And here’s the problem—those generic job descriptions don’t attract great candidates.
They attract people who are mass-applying to anything that vaguely matches their resume.
But the truth is, the role of an Intake Specialist isn’t just about paperwork or checklists.
It’s about first impressions, empathy, attention to detail, and being the calm in the chaos—especially when clients or patients are walking in during stressful moments.
So if your job post reads like a formality, the best candidates will scroll right past it.
They want to know what they’re walking into. Who they’ll be helping. Why the work matters.
In this article, I’ll show you how to write an Intake Specialist job description that actually attracts thoughtful, capable, mission-driven talent—not just someone who’s good at filling out forms.
And if you haven’t already, I recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ ]—because most templates you’ll find online don’t teach you what really matters when hiring.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
What the Intake Specialist Role Actually Is
An Intake Specialist is often the first point of contact for new clients, patients, or customers—whether it’s at a medical clinic, law firm, nonprofit, or service-based business.
They greet people (in person, by phone, or online), gather essential information, verify eligibility, and make sure every person is routed to the right next step.
But this role isn’t just about collecting data. It’s about making people feel heard, safe, and understood—especially when they’re anxious, confused, or in crisis.
That’s why the best intake specialists have a rare blend of emotional intelligence, organization, and calm under pressure.
They know how to ask the right questions, document accurately, handle sensitive details, and set the tone for the entire experience.
Put simply:
A great intake specialist doesn’t just open the door—they build trust from the very first interaction.
Two Great Intake Specialist Job Description Templates
✅ Job Description Template #1: Experienced Intake Specialist
📌 Job Title: Intake Specialist – Patient-Facing Role at Harmony Wellness Clinic (Atlanta, GA)
💼 Job Type: Full-Time | In-Person | $20–$26/hr (Based on Experience)
🕒 Schedule: Mon–Fri | 8:00 AM – 5:00 PM
🎥 Meet Your Future Manager
Before you decide whether to apply, meet Amy—our Front Office Lead. She shares what makes this role unique and what we look for in a great team member.
👉 [Insert Loom or YouTube Video Link]
🏥 Who We Are
Harmony Wellness Clinic is a patient-centered healthcare practice in Atlanta that provides integrative primary care, mental health support, and chronic illness management. We’ve served the Atlanta community for over 15 years and are known for compassionate care, respectful treatment, and our calm, welcoming environment.
🧬 Our Company Culture
We keep things warm, clear, and consistent. Every member of our team is supported to do their best work—without burnout or bureaucracy.
We value punctuality, empathy, and clear communication. And above all, we treat patients—and each other—with care, not just professionalism.
🧭 What You’ll Be Doing
As our Intake Specialist, you’ll set the tone for every patient’s experience. You’ll handle first interactions with care, ensure intake forms and insurance information are complete, and help the clinical team stay organized behind the scenes.
What your day might include:
- Greeting patients in person and over the phone with calm, clear communication
- Collecting and verifying insurance, IDs, and patient history
- Updating files in our EHR system (AthenaHealth)
- Answering inquiries and directing them to the right department
- Keeping the front desk area organized and running smoothly
- Maintaining strict HIPAA confidentiality
✅ What We’re Looking For
- 1–2 years experience in a medical or healthcare intake setting
- Friendly, patient-first communication style
- Detail-oriented, fast typing, and accurate record-keeping
- Comfortable using EHR systems and basic scheduling tools
- Calm under pressure, especially during peak hours
🎁 Perks and Benefits
- Health, dental, and vision insurance (eligible after 60 days)
- Paid time off: 12 PTO days + 5 sick days annually
- Employee wellness stipend ($50/month for gym, therapy, or self-care)
- Free staff counseling sessions (confidential + optional)
- 401(k) with company match after 6 months
🌟 Why This Role Is a Great Fit
At Harmony, you’re not just an employee—you’re the heartbeat of our clinic.
You’ll be trusted, supported, and recognized for the work you do. We promote from within, communicate openly, and run a team where good people stick around.
If you’re the kind of person who takes pride in helping others feel at ease—we want you here.
📥 How to Apply
We use WorkScreen to ensure our hiring process is respectful and skills-based.
Click the link below to complete a quick, structured evaluation:
👉 [Insert WorkScreen Link]
We’ll review every application and follow up within a week.
✅ Job Description Template #2: Entry-Level Intake Specialist (Willing to Train)
📌 Job Title: Entry-Level Intake Specialist – Community Impact Role at Resilient Families (Remote / Phoenix HQ)
💼 Job Type: Full-Time | Remote-Friendly with In-Person Training | $17–$20/hr
🕒 Schedule: Mon–Fri | 9:00 AM – 5:00 PM
🎥 Hear From the Team
Click here to meet Luis, one of our Program Coordinators, as he shares what it’s like working at Resilient Families—and what makes this role so meaningful.
👉 [Insert Loom or YouTube Video Link]
🏛️ Who We Are
Resilient Families is a nonprofit based in Phoenix, AZ, supporting families in crisis with housing navigation, food security programs, and trauma-informed care referrals. Since 2009, we’ve helped over 12,000 families find stability. Our remote-friendly team is growing, and we’re hiring people who care deeply—even if they’re new to the work.
💬 Our Company Culture
Our culture is rooted in empathy, trust, and transparency. We prioritize healthy communication, shared wins, and growth over perfection.
Whether you’re remote or in-office, you’ll always be included, supported, and encouraged to bring your full self to the work.
🧭 What You’ll Be Doing
You’ll serve as the first point of contact for families who reach out for help. You’ll guide them through the intake process, help them understand what services they qualify for, and make sure our caseworkers have everything they need to step in.
Here’s what your role will look like:
- Conducting phone or online intake interviews with new clients
- Collecting and organizing key documentation (IDs, proof of income, etc.)
- Answering basic program questions with warmth and clarity
- Using our case management system to keep client records up to date
- Following up with clients on missing paperwork or additional needs
✅ What We’re Looking For
- No previous experience required—training provided
- Strong communication and listening skills
- Organized, self-motivated, and punctual
- Emotionally grounded—able to speak calmly with people in distress
- Bilingual (English/Spanish) a big plus, but not required
🎁 Perks and Benefits
- Health, dental, and vision coverage (starts Day 1)
- 15 paid holidays + 10 PTO days in year one
- Tuition reimbursement for social work or admin programs
- Monthly team learning sessions + 1:1 mentorship
- Fully remote-friendly after training (with tech stipend provided)
🌟 Why This Role Is a Great Fit
If you’ve ever wanted to do meaningful work—even without years of experience—this is your moment.
You’ll be trained, mentored, and supported by a team that genuinely cares about people and outcomes. You’ll grow your confidence and skills while making a real difference in the lives of families who need a helping hand.
This isn’t just a job—it’s a career with purpose.
📥 How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated on your strengths, not your resume.
Click below to start your short evaluation:
👉 [Insert WorkScreen Link]
We’ll respond within 5 business days and keep you updated at every step.
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Breakdown of Why These Intake Specialist Job Posts Work
This section explains why each job post is effective—so the reader isn’t just copying blindly, but actually learning how to write better posts themselves.
✅ Why the Experienced Intake Specialist Post Works (Harmony Wellness Clinic)
- The Job Title Is Clear, Specific, and Human
It doesn’t just say “Intake Specialist.” It tells you:
- It’s patient-facing
- It’s in Atlanta
- It’s full-time and medical-related
That extra specificity helps attract applicants who are already aligned with the environment and expectations.
- The Video Section Adds Instant Trust
By linking to a real Loom or YouTube video from the hiring manager, it brings the post to life.
Candidates get to “meet” the person they’d work with—and that’s powerful. It builds emotional connection and removes the faceless-corporate feel most job posts suffer from. - The Company Description Is Specific and Real
Instead of generic placeholder text, the “Who We Are” section tells the company’s story—15 years of service, integrative care, and a calm, respectful environment.
It’s concrete. It’s credible. And it helps candidates feel like they’re applying to a real place, not a job board listing. - The Culture Section Shows, Not Tells
Rather than saying “we value communication,” it describes how that plays out day to day—supportive team, no burnout, clear expectations.
It paints a picture of what it’s like to work there. - Responsibilities Are Written With Meaning
Tasks aren’t just listed—they’re framed as part of a bigger mission: keeping the clinic running smoothly, easing patient stress, supporting care behind the scenes.
This gives purpose to the work, which matters to high-quality applicants. - Salary, Schedule, and Tools Are Transparent
Including the hourly rate, schedule, and mention of specific tools (AthenaHealth EHR) helps weed out poor-fit candidates early.
It respects the applicant’s time—and improves the employer brand. - Benefits Are Clearly Listed and Meaningful
The perks are detailed in their own section: PTO, wellness stipend, even staff counseling.
These aren’t throwaway benefits—they’re thoughtful and aligned with the healthcare industry. - The “Why This Role Is a Great Fit” Section Speaks to the Right Candidate
It’s not just about the company—it’s about what the applicant will get out of the role: trust, internal growth, being seen and supported.
It creates emotional pull, especially for those burned out by cold, transactional workplaces. - The Application Process Is Clear and Respectful
It explains why WorkScreen is being used, how long it’ll take, and when candidates can expect to hear back.
No ghosting. No black hole. Just clarity—and that alone sets it apart from 95% of other posts.
✅ Why the Entry-Level Intake Specialist Post Works (Resilient Families)
- The Title and Headline Are Mission-Driven
It speaks directly to someone who wants to help but may not have prior experience. That widens the talent pool and appeals to people with strong soft skills and potential. - The Video Section Brings Humanity to the Role
Hearing directly from a Program Coordinator adds warmth and credibility.
Especially in mission-driven work, video helps candidates sense the tone and values of the team before applying. - The Company Section Builds Instant Credibility
“Over 12,000 families served since 2009.” That kind of concrete impact builds trust and pride for potential applicants.
It’s not fluff—it’s proof. - The Culture Section Reflects a Real, Inclusive Environment
This section mentions remote-friendliness, transparency, empathy, and emotional safety.
It speaks to candidates who may not have felt welcome or supported in previous jobs—and that’s incredibly powerful. - The Job Tasks Are Described With Support, Not Pressure
This isn’t just “complete forms.” It’s “guide families through,” “document carefully,” and “follow up with care.”
It communicates that the role is people-first, not process-first. - Entry Barriers Are Low—But Expectations Are Clear
By saying “no experience required” and offering paid training, the company opens the door wider.
At the same time, it clearly outlines soft skills needed (emotional stability, basic computer use, organization). - Benefits Are Strong and Specific
The inclusion of a tech stipend, tuition reimbursement, and 15 paid holidays shows that the company invests in its people—even at the entry level. - The “Why This Role Is a Great Fit” Section Tells a Story
It’s not just about helping families—it’s about launching a meaningful career in human services, with training, mentorship, and purpose.
That framing turns an “admin job” into a mission-aligned role. - The Application Process Feels Human and Fair
Again, by using WorkScreen and being transparent about timelines, this post builds trust from the start.
And it does it without making candidates jump through unnecessary hoops.
Example of a Bad Intake Specialist Job Description (and Why It Doesn’t Work)
This section is critical because it gives your readers contrast. It shows them exactly what not to do—and reinforces why your structure works so well.
❌ Bad Job Description Example
📌 Job Title: Intake Specialist
📍 Location: Phoenix, AZ
💼 Job Type: Full-Time
📅 Deadline: September 1, 2025
📝 Job Summary
We are looking for an Intake Specialist to support administrative and front desk operations. The ideal candidate will be responsible for collecting documentation, managing client records, and assisting in day-to-day office tasks.
🔧 Responsibilities
- Greet clients
- Collect intake forms and ID
- Update files
- Answer phones
- Schedule appointments
- Other duties as assigned
📋 Requirements
- High School Diploma
- Good communication skills
- Computer literacy
- Experience preferred
📩 How to Apply
Please send your CV and a cover letter to hr@intakejobs.com.
Only shortlisted applicants will be contacted.
❌ Why This Job Post Falls Short
- The Job Title Is Too Generic
“Intake Specialist” with no context means nothing. Is this for a clinic? A law firm? A nonprofit? Candidates can’t self-filter—and that leads to the wrong applicants. - The Introduction Is Cold and Vague
There’s no mission, no purpose, no emotional hook. Just admin talk.
It reads like a checklist—not an opportunity. - Responsibilities Are Generic and Forgettable
“Greet clients”? “Answer phones”? This could be any front-desk role. There’s no indication of what type of intake work this is or why it matters. - No Culture, No Values, No Personality
There’s nothing about the team, the environment, or what kind of person would thrive here. The company could be anyone. - No Salary or Perks Mentioned
This immediately creates suspicion and signals a lack of transparency.
It also leads to wasted time on both ends—applicants apply blindly, then withdraw once they learn the pay doesn’t align. - The Hiring Process Feels Dismissive
“Only shortlisted applicants will be contacted” sends a message: We don’t have time for you unless you’re a finalist.
That’s not how you attract quality, mission-driven talent. - There’s No Call to Action That Inspires
It ends with an email address. That’s it.
No human voice, no excitement, no clarity on next steps.
This job post might get some applications—but not from the kind of people who want to do meaningful work.
The result? You’ll spend time screening the wrong candidates… and miss out on the right ones who never bothered applying in the first place.
Bonus Tips to Make Your Intake Specialist Job Post Stand Out
Most job descriptions follow the same tired structure—which is why they blend into the background. But if you want to attract thoughtful, skilled, and motivated candidates, you need to go one step further.
Here are some advanced tips you can add to your Intake Specialist job post to stand out in a crowded hiring market:
✅ 1. Add an IMPORTANT NOTICE to Build Trust
Online job scams are on the rise—and candidates are more cautious than ever.
Add a short security disclaimer like this to help applicants feel safe applying to your role:
“We take the security and privacy of all job applicants very seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”
This one sentence builds credibility and confidence in your company.
✅ 2. Mention Flex Days or PTO Upfront
Work-life balance matters—especially in emotionally demanding roles like intake.
Mentioning leave days makes your post more appealing. Try wording like this:
“Enjoy 12 paid time-off days each year, plus 5 sick days—so you can rest, recharge, and show up fully.”
You can also include mental health days, volunteer days, or “recovery time” after intense workloads.
✅ 3. Highlight Training and Growth Opportunities
Especially for entry-level roles, candidates want to know: “Will I learn something here?”
Even experienced applicants care about professional development.
Include a sentence like:
“We invest in your growth—through structured onboarding, weekly check-ins, and access to training resources that help you build confidence and advance in your career.”
This tells applicants that you’re not just hiring a body—you’re developing a person.
✅ 4. Include a Loom or YouTube Video
We’ve said it before, but it’s worth repeating: video changes everything.
It puts a face to your company, humanizes the experience, and helps filter in the right people.
It could be:
- A short message from the hiring manager
- A tour of your workspace
- A day-in-the-life overview of the role
Even a 60-second video adds massive trust and emotional connection.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
✅ 5. Show Your Values in the Post Itself
Instead of listing “empathy” or “collaboration” in a bullet, show it through the tone and structure of your post:
- Describe your hiring process clearly (shows respect)
- Mention paid onboarding or mentorship (shows support)
- Invite applicants with or without traditional experience (shows inclusivity)
Your post is not just a description—it’s a preview of your culture.
Should You Use AI to Write Job Descriptions?
AI can be helpful. But when used the wrong way, it can completely flatten your voice—and hurt your chances of attracting the right candidate.
Let’s break it down.
❌ The Wrong Way to Use AI
Many hiring platforms (and busy recruiters) use AI to instantly generate job descriptions with just a role title and location.
Here’s what usually happens:
- You get a generic, bullet-point-heavy post that sounds like everyone else’s.
- It lacks personality, clarity, or insight into what makes your team special.
- It attracts low-effort applicants who are mass-applying to anything that matches a keyword.
- It may even hurt your brand—because candidates can sense when something’s been auto-generated.
A job post is a reflection of your company’s culture, care, and expectations.
Don’t let AI speak for you without direction.
✅ The Right Way to Use AI
AI works best when it’s used to enhance your voice—not replace it.
Here’s how to get real value from tools like ChatGPT when writing a job post:
🎯 Step 1: Provide Real Inputs
Before you ask AI to generate anything, give it the raw materials. Include:
- What your company does (and why it matters)
- What makes the role important beyond tasks
- Who the ideal candidate is (values, mindset, background)
- Your benefits, salary range, team size, and culture tone
- What the day-to-day will look like
- Your application process and timeline
💬 Sample Prompt to Use:
“Help me write a job post for an Intake Specialist at [Company Name], a [describe your org]. This role involves [key responsibilities], and we’re looking for someone who is [describe ideal traits]. We offer [list benefits] and our culture values [describe tone or values]. Here are a few sentences I’ve already drafted: [insert notes]. Can you help me polish and structure this into a compelling, human-sounding job post?”
✨ Then, Use AI to:
- Polish and organize your writing
- Adjust tone to match your voice (friendly, professional, mission-driven, etc.)
- Spot unclear sections or jargon
- Help you trim fluff without losing meaning
🛑 Reminder:
Don’t ask AI to “Write a job description for Intake Specialist” and expect magic.
Garbage in = generic out.
But when you guide it like a co-writer, you’ll get something clear, personal, and effective.
When used well, AI can save you time and improve clarity.
But when used blindly, it will cost you better candidates.
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Intake Specialist Job Description Templates
✅ Option 1: Conversational, Culture-First Job Description Template
📌 Job Title: Intake Specialist – Join a Mission-Driven Team at [Company Name]
💼 Job Type: [Job Type] | [Location] | $[Salary Range]
🕒 Schedule: [Working Hours / Days]
🎥 Meet Your Future Team
Watch this short video from our [Hiring Manager or CEO] to get a feel for our team and what it’s like to work here.
👉 [Insert Loom or YouTube video link]
🏢 Who We Are
We’re [Company Name], a [brief company description—e.g., healthcare clinic, legal nonprofit, or intake services company]. Our mission is to create a smooth, respectful, and supportive experience for everyone who walks through our doors or picks up the phone.
💬 Our Company Culture
We value empathy, attention to detail, and calm communication—especially when things get busy. We work as a team, communicate clearly, and support each other without micromanaging.
🧭 What You’ll Be Doing
This role goes beyond checklists. As an Intake Specialist, you’ll help people feel welcomed, informed, and taken care of from the very first moment.
Your daily responsibilities may include:
- Greeting clients or patients in person, online, or by phone
- Gathering and verifying personal details, forms, or insurance
- Entering data accurately into internal systems
- Coordinating appointment scheduling and triaging inquiries
- Ensuring everything runs smoothly at the front desk or intake queue
✅ What We’re Looking For
- Strong verbal and written communication
- Reliable, organized, and detail-oriented
- Comfortable working with forms, data entry, and intake software
- Able to stay calm in fast-paced or emotionally charged settings
- Previous experience in intake, healthcare, legal, or customer service is a plus
🎁 Perks and Benefits
- Health, dental, and vision insurance
- Paid time off, holidays, and sick leave
- Ongoing training and mentorship
- Flexible schedule or hybrid work options (if applicable)
🌟 Why This Role Is a Great Fit
You’ll be part of a team that values clarity, kindness, and follow-through.
Whether you’re helping a new patient get comfortable or making sure documents are filed on time, your role will make a real difference—and you’ll be supported every step of the way.
📥 How to Apply
We use WorkScreen to ensure every applicant is evaluated fairly and efficiently.
Click the link below to complete your short, structured evaluation:
👉 [Insert WorkScreen Link]
✅ Option 2: Structured Format – Job Brief + Responsibilities + Requirements
Job Title: Intake Specialist
Company: [Company Name]
Location: [Location]
Job Type: [Full-Time/Part-Time]
Salary Range: $[XX]–$[XX]/hour
Schedule: [Days and hours]
🎥 Meet the Team Behind the Role
Watch this short message from your future team lead to learn more about our company values and what to expect in this role.
👉 [Insert Loom or YouTube video link]
Who We Are
At [Company Name], we provide intake and client onboarding support in a professional, respectful, and people-centered way. We work with [insert client type: patients, families, legal clients, customers, etc.] to ensure their experience starts on the right foot. Our team is driven by clarity, trust, and operational excellence.
Our Company Culture
We believe that structure doesn’t have to mean rigidity. We aim for consistency, empathy, and clear communication across all touchpoints. Our team members are empowered to work independently while feeling connected to the broader mission.
Job Brief
We’re hiring an Intake Specialist to welcome and onboard new clients. This role involves collecting accurate documentation, organizing files, coordinating schedules, and ensuring a smooth start to each client’s journey.
Key Responsibilities:
- Serve as the first point of contact for new and returning clients
- Gather, verify, and process documentation and intake forms
- Enter and manage records in our digital system
- Answer questions with professionalism and empathy
- Route inquiries to the appropriate departments
Requirements:
- Strong communication skills
- Detail-oriented with solid time management
- Comfortable using basic intake or case management software
- Ability to multitask under pressure
- Prior experience in intake, admin, or customer service is helpful
Perks and Benefits:
- Health and dental coverage
- Paid holidays and PTO
- Career development support
- Team-wide recognition and milestone rewards
How to Apply:
We use WorkScreen to keep things fair and efficient.
Click here to complete your application and structured skills evaluation:
👉 [Insert WorkScreen Link]
Let WorkScreen Handle the Next Step of Hiring
Once your job post has done the hard work of attracting the right candidates, the next challenge is knowing who’s actually a great fit—and who just looks good on paper.
That’s where WorkScreen comes in.
If you want to stop wasting time with generic resumes and start hiring smarter, here’s how WorkScreen can help:
✅ WorkScreen Helps You:
🔍 Quickly Identify Your Most Promising Candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
🧪 Easily Test for Skills With One Click
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
🚫 Eliminate Low-Effort and AI-Generated Applications
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
📊 Hire Confidently, Fairly, and Fast
You don’t just get speed—you get fairness.
Every applicant goes through the same structured evaluation, giving you a level playing field and a data-driven way to spot top talent without bias.
Ready to Make Hiring Easier (and Smarter)? Start by creating a compelling job post. Then let WorkScreen handle the heavy lifting:
FAQ
Look for a blend of hard and soft skills—because the job sits at the intersection of administration, communication, and emotional intelligence.
Here are a few must-haves:
- Empathy & active listening – They’re often the first point of contact for people who are stressed, confused, or vulnerable.
- Attention to detail – Intake forms, insurance verification, and documentation must be completed accurately.
- Calm under pressure – In healthcare, legal, or crisis settings, they may be dealing with emotionally intense situations.
- Verbal & written communication – Intake specialists need to relay information clearly to both clients and internal teams.
- Tech literacy – Comfort using systems like EHR, case management software, or scheduling tools is often required.
- Time management – Intake involves juggling walk-ins, phone calls, and documentation—often at the same time.
The average salary for an Intake Specialist in the U.S. ranges from $18 to $25 per hour, depending on:
- Location (urban areas typically pay more)
- Industry (medical and legal intake roles may offer higher wages)
- Experience level
- Whether the role is in-person, remote, or hybrid
- The complexity of intake work (e.g., basic admin vs. eligibility interviews)
Some experienced intake specialists or those in behavioral health or hospital settings can earn up to $30/hr or more.
It depends on your company’s needs.
- If you need someone to hit the ground running in a fast-paced environment (e.g., urgent care, legal intake), experience matters.
- But if your intake process is straightforward and your culture values mentorship, hiring someone with strong soft skills and training them can be a great long-term investment.
Many nonprofits and mission-driven orgs hire for potential, not just experience.
While both may greet clients and answer phones, an Intake Specialist typically has more responsibility around:
- Verifying eligibility (e.g., insurance, documentation)
- Collecting detailed personal or legal information
- Conducting structured intake interviews
- Updating medical/legal/client records in internal systems
- Coordinating with caseworkers, clinicians, or legal teams
Think of an Intake Specialist as a frontline administrator and gatekeeper, not just a greeter.
