Client Intake Specialist
$60kSMB Team
Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”? If you answered "yes" to these questions, keep reading. Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—no cold calling—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success. If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.
WHAT'S IN IT FOR YOU?
Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported. Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life. Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements. Absolutely no cold calling—focus your talents on qualified, interested clients only. What you will do Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count. Build genuine connections by engaging leads consistently through calls, emails, and texts. Listen actively to understand each client’s needs and recommend tailored solutions from our family law services. Celebrate your results, track your success, and regularly share progress with the team. Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs. Stay organized and efficient by maintaining accurate records and following proven sales strategies. Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support. Keep client information secure and up to date in our modern digital systems. Set high standards for yourself and be rewarded for consistently exceeding quotas. What success looks like Strive to obtain and sustain a minimum average 35% conversion rate. Streamline sales processes that produce new clients for the law firm. Accolades received by clients. No leads fall through the crack. Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses. Possesses previous sales experience, preferably in a professional services or law firm setting Has superior computer skills and data entry abilities Ability to handle objections with compassion and skill Articulate with advanced communication skills by phone and email drafting Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution Displays a high level of personal accountability High School Diploma or its equivalent, office work experience, and a self-directed work ethic401(K), PTO
#J-18808-Ljbffr SMB Team- Greco & O'Neal Wealth Strategies is looking for an organized Tax Intake & Administrative Assistant with basic tax knowledge to meet with clients, gather paperwork, and submit documents to CPAs for tax preparation. The role involves client intake, reviewing tax documents...Suggested
- ...opportunities as we strive to become the partner of choice for our clients. RESPONSIBILITIES We are seeking a customer-focused... ...services Triage requests and route cases to care teams Coordinate intake materials (prescriptions, CMNs, clinical notes) Coordinate and...SuggestedLocal areaWeekday work
- The Intake Care Representative role sits within CarepathRx, part of Evernorth Health Services, and serves as the first point of contact for patients and providers during intake. You will gather information, explain steps, and coordinate with care teams to streamline referrals...SuggestedWork from homeMonday to FridayWeekend work
- ...insurance Paid time off Vision insurance Position Summary: The Sales Support Coordinator is responsible for assisting the sales and intake team to ensure a seamless admission process for new and existing home-health patients. This role is critical in managing...SuggestedWork at office
- ...We’re looking for a detail-oriented Entry-Level Healthcare Claims Intake Specialist to join New Paradigm Staffing, helping healthcare organizations process and route incoming claims data. This role is perfect for someone who enjoys accuracy and administrative work in a...SuggestedRemote work
- MedWatch is seeking an Intake Coordinator to manage patient demographics intake via calls, emails, faxes, and website. You will determine precertification needs per contract standards and NCQA/URAC/state guidelines, ensuring accurate data entry and timely processing. The...Contract workWork at officeHome office
- New Paradigm Staffing is seeking an Entry-Level Healthcare Claims Intake Specialist to help healthcare organizations process and route incoming claims data. This role suits someone who values accuracy and enjoys administrative work in a supportive environment. You’ll review...Remote job
- We’re looking for a detail-driven Claims Intake Specialist to join New Paradigm Staffing, supporting healthcare payers and billing departments with new claim submissions. This role is ideal for someone who enjoys documentation-heavy work and wants to support the early stages...Remote job
- We’re looking for a detail-oriented and motivated Remote Claims Intake Representative to join New Paradigm Staffing, a growing healthcare staffing agency focused on supporting insurance and revenue cycle teams nationwide. This role is perfect for someone eager to start...Remote job
- New Paradigm Staffing is seeking a detail-oriented Remote Claims Intake Representative to support insurance and revenue cycle teams nationwide. You’ll review incoming claim documents, enter patient information, and route items to the right teams, all in a fully remote...Remote job
$26 - $34 per hour
...committed to providing compassionate and exceptional care to our clients in Sumter, Lake, and Marion counties. Our caregivers are the... ...role, you will lead prospective client follow-up and new client intake efforts while ensuring exceptional continuity and quality of care...Hourly payWork at officeFlexible hours$19 - $20 per hour
...deliver justice to injured people. Great lawyers serve their clients best when they can focus on legal practice, not on troubleshooting... ..., and an Institutional-Grade Backbone. Purpose: The Intake Specialist is the first and most critical point of contact for personal...Hourly payFull timeAfternoon shift- ...Intake Specialist The Kearney Center is seeking a compassionate, dependable, and detail-oriented Intake Specialist to serve as a primary... ...a welcoming, respectful, and trauma-informed experience for clients from their very first interaction with The Kearney Center. This...Full timePart timeShift workAfternoon shift
- ...practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge... ...capabilities And more! We are currently recruiting for a Specialist - Intake. Essential Duties And Responsibilities The essential...Work at officeRemote workFlexible hours
$18.92 - $23.46 per hour
...clearinghouse submittals. Communicate effectively with franchise partners and other VCI departments regarding the status of order intake. Document case activity, communications, and correspondence in the computer system to ensure completeness and accuracy of account activity...Full timeContract workTemporary workLocal areaImmediate startRemote workFlexible hours- ...questions and concerns. Appropriately and accurately documents client’s insurance as well as scanning insurance verification into Avatar... ...assesses each consumer seeking services mental status using the Intake Evaluation form in a timely and professional manner. Documents...Work at office
- South County Mental Health Center, Inc. seeks an Intake & Evaluation Screener to support diversion, linkage and care coordination for... ...criminal justice and behavioral health systems. This role helps clients access appropriate levels of mental health care, reduces...
$16 - $18 per hour
Intake Specialist Overnight/Weekend (Remote) Department: Customer Service Employment Type: Permanent - Full Time Location: Home United States... ...the system, in a precise and accurate manner, ensuring all client and company protocols are followed in a timely manner. Must be...Remote jobPermanent employmentFull timeContract workTemporary workFor contractorsWork at officeLocal areaNight shiftWeekend work- Talentify is seeking an Intake Coordinator to manage the initial patient engagement process, collect and verify information, and coordinate... ..., organizational skills, and proficiency with office software and database systems to #J-18808-Ljbffr Louisiana Orthopaedic SpecialistsWork at office
$19 - $20 per hour
...powered legal services platform helping lawyers focus on practice while Atticor handles intake. The Intake Specialist role is sales-driven, converting inbound leads into signed clients with strong closing and rapport skills. This full-time, in-person position is based in...Hourly payFull timeShift work- Padgett Law Group is a premier creditors’ rights firm currently seeking a Specialist - Intake to join our team in Florida. This role focuses on reviewing client documents, data entry into our case-management systems, and coordinating with internal departments to ensure...
- Aldridge Pite, LLP seeks a Bankruptcy Intake Processor to open and review high volumes of new Legal Referrals from multiple clients. This role supports fast-paced workflow and requires meticulous attention to documentation and client requirements. You will use internal...Remote job
- The Caring Place at Miami Rescue Mission is seeking an Intake Assessment Coordinator to oversee the intake and orientation of new residents. You will screen clients, perform intake assessments, and build positive community relations while ensuring unit and county compliance...
- Bond Community Health Center, Inc. seeks an Intake Specialist to be the first point of contact for patients, handling intake, registration, demographic and insurance verification, and data entry into the electronic health record. The role requires professional, courteous...
- ...About the job Sales & Client Support Specialist Overview We are currently looking for a Client Support Specialist to assist customers with travel-related planning and booking services. In this role, you will help guide clients through available options, coordinate...Remote workFlexible hours
- ...Representative to be a trusted point of contact for our commercial trucking clients and a reliable partner to our internal teams. In this role, you... ..., MCS-90 requests, Form E/H equivalents) and track completion. Intake, process, and reconcile changes to drivers, vehicles/VINs,...Work at office
- Description Position Summary The Intake Specialist serves as an essential first point of contact for patients accessing care at Bond Community Health Center. Under the direction of the appropriate supervisor, the Intake Specialist is responsible for completing patient intake...Work at officeLocal area
$80k - $95k
...LCSW – Regional Intake Specialist Compensation: $80,000–$95,000 OTE/year Location: Regional Territory (Palm Beach, FL) — travel to 8–10 post-acute/long-term care facilities Job Type: Full-Time The Role We're hiring a Licensed Clinical Social Worker to lead behavioral health...Full time$15.82 - $32.07 per hour
Client Service & Product Support Specialist - Tax In this role you will provide consistent, high‑quality tax service to ADP clients. You will manage tax deposits and filings, act as the first line of support for client challenges, and resolve issues via phone, email, or...Hourly payTemporary workWork at office$17.88 - $26 per hour
Intake Care Representative- Evernorth (Infusion/Enteral) Make a Meaningful Difference in Patient Care At CarepathRx, part of Evernorth... ...Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving...Remote jobHourly payWork at officeLocal areaWork from homeMonday to FridayRotating shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Intake Specialist. Be the first to apply!
- hospital customer service representative Tallahassee, FL
- medical customer service representative Tallahassee, FL
- customer service representative apply online Tallahassee, FL
- customer service rep remote Tallahassee, FL
- customer service representative night shift Tallahassee, FL
- customer happiness specialist Tallahassee, FL
- customer service officer Tallahassee, FL
- benefit customer service representative Tallahassee, FL
- customer service consultant Tallahassee, FL
- customer service representative (remote from home) Tallahassee, FL


