Intake Specialist

Are you an Intake Specialist with 1-3 years in sales support, client intake, customer service in the healthcare industry? If so, we have an excellent opportunity for a highly motivated professional to be a part of our growing team!

As an Intake Specialist, you will be responsible for serving as the first point of contact for prospective clients, gathering and validating essential information, assessing opportunity readiness, and ensuring a smooth, organized transition into the sales pipeline. The Intake Specialist works closely with Sales Executives, Client Services, and Underwriting teams to qualify leads, prepare intake documentation, coordinate follow-ups, and maintain accurate records that enable a seamless and efficient sales experience.

• 1-3 years of experience in sales support, client intake, customer service, or related administrative role.
• Strong understanding of employee benefits, TPA services, or health plan operations (preferred but not required).
• Exceptional communication skills (written and verbal).
• Ability to manage multiple priorities while maintaining strong attention to detail.
• Proficiency with CRM platforms (e.g., Salesforce, Hub Spot) and Microsoft Office systems.
• Detail-Oriented:
  Ensures accuracy in all documentation and data entry.
• Customer-Centric:
  Provides a high-quality first impression for prospective clients.
• Process-Driven:
  Follows intake procedures with consistency and discipline.
• Collaborative:
  Works effectively with Sales, Underwriting, and Operations teams.
• Organized & Efficient:
  Manages high-volume intake activities with structure and clarity.
• Proactive Communicator:
  Anticipates information needs and follows up promptly.

If you are unable to complete an application for the Intake Specialist position due to a disability, contact Human Resources by calling  to ask for an accommodation or an alternative application process.

All qualified applicants for the Intake Specialist position will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender.