Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Intake Specialist

Newman Group Search

Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist

We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.

Key responsibilities

  • Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
  • Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
  • Serve as the customer's first point of contact, setting the tone for the company's brand in the opening moments of every interaction
  • Track open items and follow through on outstanding tasks to ensure nothing falls through the cracks
  • Identify and escalate recurring friction points to help improve upstream processes

The strongest candidates will bring high-volume customer service or call center experience and a genuine enthusiasm for talking with people all day. Insurance experience is a plus but is not required. Bilingual (Spanish) candidates and those with familiarity with COIs, endorsements, or carrier communications are particularly encouraged to apply.

Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Intake Specialist in Sunnyvale, CA vacancy
  •  ...Intake Specialist Insurance Intake Specialist Customer Intake Specialist We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves... 
    Suggested

    Newman Group Search

    Santa Clara, CA
    2 days ago
  • $33 - $47 per hour

     ...BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and Conflicts team. Position summary: Under the supervision of the Regional Associate Director of Conflicts or BIC Supervisor (New Business), the BIC Intake Specialist will... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Cooley

    Palo Alto, CA
    1 day ago
  • $20 - $28 per hour

    Deercreekseniorliving is looking for a Weekend Intake Coordinator for Home Health services in Milpitas, California. The role requires healthcare experience, ideally in referrals/intake, and involves managing patient intake processes and coordinating with service providers... 
    Suggested
    Hourly pay
    Part time
    Weekend work

    Deercreekseniorliving

    Milpitas, CA
    2 days ago
  • $114k - $181k

     ...across 6+ countries. We are looking for an Immigration Program Specialist to lead and scale high-impact initiatives that influence international...  ...manager communication systems, creating tiered guidance, intake SLAs, and self-service resources to reduce inbound noise... 
    Suggested
    Permanent employment
    Full time
    H1b
    Relocation

    Applied Intuition

    Mountain View, CA
    3 days ago
  • $35 - $100 per hour

     ...Macroeconomic Modeling Specialist (EViews) – $35–$100/hour Job Title: Macroeconomic Modeling Specialist (EViews) Job Type: Contract Location: Remote Job Summary Join our customer's team as a Macroeconomic Modeling Specialist (EViews) and drive the creation... 
    Suggested
    Contract work
    Remote work

    Micro1

    Sunnyvale, CA
    1 day ago
  • $64k - $103k

     ...business. Perform comprehensive research, analysis, and documentation of potential conflicts of interest associated with new business intake. Prepare well-organized and detailed conflict of interest reports and present information directly to Firm partners in a clear,... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Orrick Herrington & Suttcliffe

    Menlo Park, CA
    3 days ago
  • Access Specialist The Access Specialist exercises independent judgment and discretion in ensuring that all students registered with the Office...  ...not limited to communicating with students from application to intake, managing email communication templates, accommodation-specific... 
    Interim role
    Work at office

    Santa Clara University

    Santa Clara, CA
    1 day ago
  • $132.1k - $155.41k

    Project Controls Specialist MUST BE ON-SITE 5 DAYS A WEEK IN SANTA, CLARA, CA. Overview Provider will appoint a Project Delivery & Controls...  ...process. Support, manage and report on the Global CRE project intake process. SME for onboarding Project Managers and Architects on... 
    Local area
    Flexible hours

    Cushman & Wakefield

    Santa Clara, CA
    4 days ago
  •  ...administration, interpretation, and recommendations. Prepares intake summaries, treatment plans, and case summaries and maintains ongoing...  ..., preferred. COMPANY: KAISER TITLE: Behavioral Medicine Specialist, Psychologist - Adult Family Medicine LOCATION: Santa Clara, California... 
    Traineeship
    Local area

    Kaiser Permanente

    Santa Clara, CA
    4 days ago
  • $20 - $28 per hour

     ...Weekend Intake Coordinator - Home Health Pay Range: $20 - $28 per hour Job Type: Part time, Weekend The Sequoia Difference At Sequoia Home Health and Hospice, we're passionate about our work and take pride in the quality of service we provide. Our community... 
    Hourly pay
    Contract work
    Part time
    Local area
    Work from home
    Weekend work

    Sequoia Home Health & Hospice

    Milpitas, CA
    3 days ago
  • $20 - $28 per hour

    Weekend Intake Coordinator - Home Health Pay Range: $20 - $28 per hour Job Type: Part time, Weekend Overview Sequoia Home Health seeks an experienced, compassionate Intake Coordinator to manage the patient intake process, including patient and family communication, data... 
    Hourly pay
    Contract work
    Part time
    Local area
    Weekend work

    Deercreekseniorliving

    Milpitas, CA
    3 days ago
  • $20 - $25 per hour

     ...Mountain View, California, United States of America Job Description HIRING IMMEDIATELY at Mendocino Farms! NOW HIRING A CATERING SPECIALIST! Make up to $20.00 - $25.00 / hr including tips! We’re not just selling sandwiches and salads. We’re selling HAPPY! Catering Specialists... 
    Bi-weekly pay
    Full time
    Immediate start
    Monday to Friday
    Shift work

    Mendocino Farms

    Mountain View, CA
    4 days ago
  • ManpowerGroup Global, Inc. is seeking an Immigration and Global Mobility Coordinator to support their Human Resources department and manage immigration processes and employee relocations. The ideal candidate will have 3–5+ years of experience in corporate immigration, ...
    Relocation

    ManpowerGroup Global, Inc.

    Santa Clara, CA
    21 hours ago
  • Experis is seeking an Immigration and Global Mobility Coordinator in Santa Clara, CA, who will play a key role in managing immigration processes and international employee relocations. The ideal candidate will need to demonstrate excellent communication skills and meticulous...
    Relocation

    Experis

    Santa Clara, CA
    1 day ago
  • Job Description Job Description   Our origins begin years ago as a LEGO® parts store on Bricklink out of a desire to support our LEGO® passion. Years later, we're one of the largest Bricklink and BrickOwl stores in Northern California. We're also the North American...
    Monday to Friday
    Flexible hours
    Shift work

    Kingdom Brick Supply

    Santa Clara, CA
    20 days ago
  • Netchannels is looking to hire a full time Industry Analyst Relations Specialist for one of our clients. This is a long term engagement. Experience in the High Tech industry is required. NOTE: this is NOT a Business Analyst, Data Analyst, or Financial Analyst role. Description... 
    Full time

    Netchannels

    Mountain View, CA
    2 days ago
  • InterSources Inc in Santa Clara, California, is seeking a skilled HR professional with expertise in corporate immigration and global mobility services. The ideal candidate will hold a Bachelor’s degree in Human Resources or a related field and possess strong organizational...

    InterSources

    Santa Clara, CA
    4 days ago
  •  ...of Biomedical Equipment Technology. Similar Career Fields Include: Paramedic, Emergency Medical Technician, Health Education Specialist. About Our Organization The U.S. Army offers a variety of possibilities for to discover your true potential - whether... 
    Contract work
    Relocation package
    Flexible hours

    U.S. Army

    Mountain View, CA
    2 hours ago
  • $60 per hour

     ...Job Title: Email Production Specialist Location: Cupertino, CA Employment Type: W-2 Contract (12 months) Pay Rate: $60/hr. Summary We are seeking an Email Production Specialist. In this role, you'll lead the end-to-end assembly and delivery of email campaigns that reach... 
    Contract work
    Local area
    Worldwide

    Nashville Public Radio

    Cupertino, CA
    2 days ago
  • $88k - $165.6k

     ...A leading automotive company is seeking a Paint Field Technical Specialist to enhance quality and resolve escalations in Collision Centers. Candidates should have a vocational certificate and 10 years of experience in paint application and collision refinishing. The role... 

    Tesla

    Sunnyvale, CA
    2 days ago
  • $36 - $38 per hour

    WOODMONT REAL ESTATE SERVICES L P is looking for a Lead Apartment Maintenance Technician for The Birchwood Apartments in Sunnyvale, California. This full-time role involves responding to service requests and performing maintenance to ensure the property remains safe and...
    Hourly pay
    Full time
    Flexible hours
    Shift work

    WOODMONT REAL ESTATE SERVICES L P

    Sunnyvale, CA
    4 days ago
  • Senior Sourcing Associate Graduate with 3 years of experience including 1 years of sourcing experience in initiating, executing, evaluating and managing strategic sourcing activities. Good understanding of 5-10 direct or indirect categories, including but not limited to...
    Contract work

    eTeam

    Mountain View, CA
    1 day ago
  • $22 - $25 per hour

    Description Leasing Professional - 88 Saratoga Avenue Apts | Santa Clara, CA Who We Are Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our ...
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Weekend work

    ConAm Management Corporation

    Santa Clara, CA
    3 days ago
  • $101k - $139k

     ...Programs and support that foster personal and professional growth and care for employees at work and beyond. Job Summary As a Category Specialist within the Global Sourcing and Procurement team, you will support sourcing initiatives, contract and supplier management with... 
    Full time
    Contract work
    Relocation

    Applied Materials

    Santa Clara, CA
    2 days ago
  • Position Summary Performs exams, takes ear impressions, orders product. Programs and fits hearing aids. Maintains customer computer files. Provides a high level of member service. Benefits We offer a comprehensive package of benefits including paid time off, health benefits...
    Temporary work

    Elijahhouseliving

    Mountain View, CA
    3 days ago
  • Notice to applicants: This is a non-sponsorship opportunity; employer will not transfer or sponsor applicants for U.S. work authorizations. Applicants are required to be legally authorized to work in the United States on a full-time basis immediately. Candidates...
    Full time
    Work at office
    Immediate start
    Flexible hours
    Weekend work

    InfoIMAGE, Inc.

    Santa Clara, CA
    2 days ago
  • $27 - $33 per hour

     ...counsel on the use of appropriate work skills and habits such as grooming, job behavior, and communication with co‑workers. Complete intake and assessment documents. Complete all paperwork required by Department of Mental Health (MH), DOR and CARF, the accreditation... 
    Full time
    Contract work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    CCSCC

    San Jose, CA
    2 days ago
  •  ...Event Specialist As an Event Specialist you will support corporate and marketing events, including planning venues, coordinating logistics and resources, and interacting with customers and stakeholders. The ideal candidate will have 3-5 years of experience in event management... 
    Work at office

    InterSources

    Santa Clara, CA
    1 day ago
  •  ...A leading home improvement retailer is seeking an Asset Protection Specialist responsible for preventing financial loss caused by theft and fraud. This role involves utilizing security tools, preparing detailed case reports, and collaborating with law enforcement. The... 

    The Home Depot

    Santa Clara, CA
    2 days ago
  • A dynamic sales company is seeking motivated individuals in Mountain View, California to generate in-home sales leads across HVAC, Generators, and Water Treatment categories. This role offers flexible scheduling and competitive hourly pay. Candidates must have a high school...
    Hourly pay
    Full time
    Flexible hours

    Bellowsservice

    Mountain View, CA
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Intake Specialist. Be the first to apply!