Intake Specialist Job Description Template

An intake specialist is responsible for screening, assessing, and providing services to individuals who are seeking assistance from an organization. They act as the initial point of contact for clients, gathering necessary information to determine their needs and eligibility for services. Intake specialists work in various fields, including healthcare, social services, and legal settings. They must possess excellent communication skills, able to listen and empathize with clients while maintaining confidentiality and professionalism.

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Job Summary

The Intake Specialist will be responsible for screening and assessing potential clients to determine eligibility for services provided by the organization. They will be responsible for completing intake assessments, gathering necessary information from clients, and maintaining accurate and up-to-date records. Additionally, the Intake Specialist will work closely with other members of the organization to ensure that clients receive appropriate services and referrals.

Job Responsibilities

  • Complete intake assessments with potential clients to determine eligibility for services provided by the organization
  • Gather and maintain accurate and up-to-date client information and records
  • Collaborate with other members of the organization to ensure clients receive appropriate services and referrals
  • Manage a high volume of calls and referrals in a professional and timely manner
  • Answer inquiries and provide information about services offered by the organization
  • Assist with administrative duties such as filing, data entry, and faxing
  • Stay up-to-date on organizational policies and procedures

Job Requirements

  • Bachelor's degree in social work, psychology, or related field
  • Experience in customer service or intake assessments preferred
  • Strong communication, organizational, and problem-solving skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office and database management
  • Ability to maintain confidentiality and handle sensitive information with professionalism

Working Conditions

  • This position is primarily office-based and may require some travel
  • The Intake Specialist may be required to work some evenings and weekends to accommodate client needs

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.


Hiring the right candidate for a position as important as Intake Specialist can be a daunting task. With dozens of applicants vying for the job, it can be hard to find the perfect fit. One of the most critical aspects of ensuring a successful hire is crafting a comprehensive and targeted job posting. Here’s how to create an Intake Specialist job posting that attracts top talent:

Job Title and Company

The first element in any job posting is the job title and the company’s name. These two pieces of information should be clear, concise, and easy to understand. Be sure to also include a brief description of the company, its culture, and mission statement. This information will help potential applicants understand if the company is the right fit for them.

Job Summary

An Intake Specialist job posting should have a clear job summary. This summary should include a short paragraph highlighting what the job entails. Consider including bullet points to provide more detail about the duties and responsibilities of the position. It’s essential to be as specific as possible in this section to avoid any confusion or misunderstandings later on.


Be sure to list out the necessary qualifications for the job. This list should include education, experience, and any special skills required for the position. You may also want to consider including any preferred qualifications as well. This list will help potential applicants evaluate themselves against the requirements and determine if they are qualified for the position.


List out the primary responsibilities of the job. This list should be comprehensive, including all primary job duties. It’s helpful to prioritize them in order of importance to give a clear picture of the day-to-day responsibilities of the job.


Include any additional information that applicants should know before applying for the job. These requirements might include physical demands or the ability to work a particular schedule. This information will help weed out any applicants who are not a good fit for the position before they even apply.

Instructions to Apply

Be sure to include instructions on how to apply for the job. This section should include any additional application requirements, such as submitting a cover letter or resume. Consider adding a salary range as well. Adding a salary range can help attract more qualified applicants and ensure they understand the compensation offered for the job.


A well-written Intake Specialist job posting will attract the most qualified candidates to your organization. By following these simple steps, you’ll ensure that you’re attracting the right talent and hiring the perfect candidate for the job.

What is an Intake Specialist?

An Intake Specialist is responsible for facilitating and managing the intake process of clients, patients, or customers in a variety of settings, such as healthcare, social services, or legal firms.

What are the responsibilities of an Intake Specialist?

  • Answering phone calls, emails, and other inquiry methods from potential clients or customers
  • Gathering and verifying client information such as demographics, insurance, and medical history
  • Scheduling appointments, consultations, and follow-up visits
  • Providing and explaining information about services, policies, and procedures to clients or customers
  • Working collaboratively with other staff members to ensure a smooth intake process
  • What qualifications should an Intake Specialist possess?

  • Excellent communication skills, both oral and written
  • Strong organizational skills and attention to detail
  • Ability to multitask and prioritize tasks effectively
  • Experience with customer service, preferably in a healthcare or social services setting
  • Knowledge of medical terminology or legal terminology, depending on the specific job requirements
  • What are some common job titles for an Intake Specialist?

    Intake Coordinator, Intake Coordinator Specialist, Intake Representative, Patient Intake Specialist, Client Intake Specialist, and Administrative Intake Specialist are some common job titles for this role.

    What are some key elements to include in an Intake Specialist job posting?

  • A clear job title and summary of the role and responsibilities
  • Qualifications and experience required for the job
  • Information about the organization, its values and mission
  • Details about compensation and benefits
  • Instructions on how to apply and contact information for questions or inquiries
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