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intake specialist: Resume Samples & Writing Guide

Bernie Adams

126 Countryside Drive, Pembrook Colony, SD 57451
[email protected]
776-221-8716

Employment history

Chief Intake Specialist, Walmart Bentonville, Arkansas
March 2017 – Present
  • Manage client intake process by obtaining and verifying required information
  • Follow established procedures and protocols
  • Schedule and coordinate appointments and meetings
Intake Specialist, Bank of America Charlotte, North Carolina
October 2015 – February 2017
  • Answer incoming calls and respond to inquiries
  • Prepare and distribute reports, correspondence, and other documents
  • Follow established procedures and protocols
Jr. Intake Specialist, Amazon Seattle, Washington
April 2014 – September 2015
  • Monitor and track progress of cases
  • Perform other duties as assigned
  • Maintain accurate records and filing systems

Education

Stanford University, Stanford, California
Medical Office Administration, February, 2014

Skills

Teamwork
Professionalism
Communication
Self-Motivation
Data Management
Computer Literacy
Typing
Data Entry

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Ted Gray

421 Ridge Drive, Good Hope, AL 35077
[email protected]
926-001-6207

Professional Summary

 Highly organized Intake Specialist with excellent communication and interpersonal skills. Proven ability to quickly and efficiently process a high volume of intake requests with accuracy and attention to detail. 

Employment history

Lead Intake Specialist, General Electric Boston, Massachusetts
February 2014 – Present
  • Manage client intake process by obtaining and verifying required information
  • Collect and enter data into computer databases
  • Perform other duties as assigned
Associate Intake Specialist, Google Mountain View, California
August 2012 – January 2014
  • Follow established procedures and protocols
  • Perform other duties as assigned
  • Manage client intake process by obtaining and verifying required information
Entry Level Intake Specialist, JPMorgan Chase New York, New York
February 2012 – July 2012
  • Prepare and distribute reports, correspondence, and other documents
  • Answer incoming calls and respond to inquiries
  • Prepare and submit reports to management

Education

Harvard University, Cambridge, Massachusetts
Master of Arts in Human Resources Management, December, 2011
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Office Administration, December, 2007

Skills

Attention to Detail
Emotional Intelligence
Self-Motivation
Quality Assurance
Data Entry
Microsoft Excel
Scheduling
Office Management

Barry Kelly

468 Pine St., Krupp, WA 98832
[email protected]
897-680-9890

Employment history

Senior Intake Specialist, Google Mountain View, California
September 2019 – Present
  • Maintain a safe and orderly environment
  • Monitor and track progress of cases
  • Collect and enter data into computer databases
Intake Specialist, Google Mountain View, California
April 2018 – August 2019
  • Greet and direct visitors/clients
  • Maintain a safe and orderly environment
  • Monitor and track progress of cases
Jr. Intake Specialist, Google Mountain View, California
October 2016 – March 2018
  • Schedule and coordinate appointments and meetings
  • Provide administrative support to other departments
  • Answer incoming calls and respond to inquiries

Education

University of Illinois, Urbana, Illinois
Doctor of Medical Office Administration, August, 2016
University of Illinois, Urbana, Illinois
Bachelor of Science in Accounting, August, 2012

Skills

Accounting
Documentation
Flexibility
Training
Typing
Microsoft Office
Database Management
Office Administration

Karl Parker

939 Cedarwood Drive, Gilbert, LA 71336
[email protected]
791-562-6921

Professional Summary

 Highly organized and experienced Intake Specialist with an aptitude for problem-solving and a passion for streamlining administrative processes. Skilled in data entry, customer service, and communication, with a commitment to providing efficient and effective support. 

Employment history

Senior Intake Specialist, Apple Cupertino, California
January 2011 – Present
  • Process applications, forms, and other paperwork
  • Maintain accurate records and filing systems
  • Maintain a safe and orderly environment
Intake Specialist, Bank of America Charlotte, North Carolina
August 2009 – December 2010
  • Provide administrative support to other departments
  • Perform other duties as assigned
  • Prepare and submit reports to management
Junior Intake Specialist, Amazon Seattle, Washington
January 2009 – July 2009
  • Answer incoming calls and respond to inquiries
  • Collect and enter data into computer databases
  • Greet and direct visitors/clients

Education

University of Wisconsin, Madison, Wisconsin
Bachelor of Science in Office Administration, December, 2008

Skills

Presentation
Listening
Analytical
Professionalism
Document Preparation
Word Processing
Microsoft Office
Data Analysis

Max Quinn

890 Sunset Drive, Coburg, IA 51566
[email protected]
741-713-9706

Employment history

Senior Intake Specialist, UnitedHealth Group Minnetonka, Minnesota
June 2015 – Present
  • Follow established procedures and protocols
  • Schedule and coordinate appointments and meetings
  • Perform other duties as assigned
Associate Intake Specialist, General Electric Boston, Massachusetts
December 2014 – May 2015
  • Process applications, forms, and other paperwork
  • Assist with special projects as needed
  • Prepare and distribute reports, correspondence, and other documents
Jr. Intake Specialist, JPMorgan Chase New York, New York
May 2014 – November 2014
  • Manage client intake process by obtaining and verifying required information
  • Assist with special projects as needed
  • Answer incoming calls and respond to inquiries

Education

University of Michigan, Ann Arbor, Michigan
Master of Science in Human Resources Management, March, 2014
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Accounting, March, 2010

Skills

Organization
Business Acumen
Flexibility
Troubleshooting
Computer Literacy
Scheduling
Customer Service
Data Entry

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intake specialist Job Descriptions; Explained

If you're applying for an intake specialist position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

1

intake specialist

  • Scheduled and made appointments for lawyers. 
  • Answered questions and completed intakes for potential clients.
  •  Informed attorneys of new potential client intakes. 
  • Received and placed telephone calls for potential clients. 
2

intake specialist

  • Process incoming prescriptions for new and existing patients.
  • Obtain demographic information, verify insurance, fill orders and education patients on proper use of medical equipment. 
  • Manage multi-line phone system. 
  • Maintain patient files. 
  • Ensure overall patient satisfaction.
3

intake specialist

  • Assisted veterans, widows and/or spouse with the VA benefit callled Aid and Atendance overthe phone. 
  • Took 10 minute questionaires and filled out pre screening.
  • Assisted caller with any questions pertaining to the benefit.
  • Open new cell phone accounts for low income families.
4

intake specialist

  • Answer high level of general questions, related policy information and educate customers on the disability  process.
  • Accepting calls and filing Short Term Disability, Family Medical Leave, Ad Long Term Disability. 
  • Manage each effectively, balancing the needs to listen and obtain details from  the caller with the nee to minimize excessive call time. 
  • Perform all duties in a caring and respectful manner the promote team concepts and consistently standards confidentiality punctuality and attendance. 
5

intake specialist

  • Processed applications, payments, corrections, endorsements and cancellations for automotive insurance policies.
  • Handled 20-50 calls daily from new customers and also existing customers with outstanding issues on newly opened accounts.
  • Successfully cross-trained in data entry and processing of insurance documents and faxes.
  • Responsible for communicating and collecting information from prospective Comanche Nation Workforce clients, students or patrons for the purposes of determining program eligibility.  

intake specialist Job Skills

For an intake specialist position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Data Entry
  • Word Processing
  • Filing
  • Scheduling
  • Typing
  • Microsoft Office
  • Data Analysis
  • Reception
  • Microsoft Excel
  • Office Management
  • Document Preparation
  • Customer Service
  • Records Management
  • Word
  • Database Management
  • Data Management
  • Telephone Skills
  • PowerPoint
  • Multi-tasking
  • Office Administration
  • Computer Literacy

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your intake specialist Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Stanley Vaughn

551 Summerwood Drive, Boston, GA 31626

Employment history

Lead Intake Specialist, General Electric Boston, Massachusetts
July 2018 – Present
  • Follow established procedures and protocols
  • Monitor and track progress of cases
  • Provide administrative support to other departments
Associate Intake Specialist, General Electric Boston, Massachusetts
January 2018 – June 2018
  • Maintain a safe and orderly environment
  • Prepare and distribute reports, correspondence, and other documents
  • Schedule and coordinate appointments and meetings
Junior Intake Specialist, General Electric Boston, Massachusetts
June 2017 – December 2017

Education

Stanford University, Stanford, California
Data Entry, April, 2017

Skills

Networking
Negotiation
Flexibility
Interpersonal
Telephone Skills
Office Administration
Scheduling
Document Preparation

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired.

Key Insights
  • Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
  • Keep job descriptions short but don't just list your jobs.
  • Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your intake specialist Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Fred Young

936 Hickory St., Jackson Junction, IA 52171
[email protected]
966-575-0758

Employment history

Lead Intake Specialist, Walmart Bentonville, Arkansas
August 2019 – May 2022
  • Answering incoming calls, and responding to inquirys
  • Manage client intake process, by obtaining and verifying requiered information
  • Processing applications, forms, and other paperworks.
Associate Intake Specialist, Google Mountain View, California
August 2018 – July 2019
  • Perform other duties assined
  • Proccess applications, forms, an other paper work
  • Anser incoming calls and respond to inquirys
Entry Level Intake Specialist, CVS Health Woonsocket, Rhode Island
February 2018 – July 2018
  • Provide administrativ support to othr departments
  • Maintain a safe an orderly enviroment
  • Assist wit special projects as needd

Education

University of Texas, Austin, Texas
Human Resources, December, 2017

Skills

Data Analysis
Leadership
Mentoring
Reliability
Reception
Records Management
Data Management
Telephone Skills

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history.

Key Insights
  • When explaining gaps in your employment section, start by being honest.
  • Elaborate on the gap and show that you never stopped learning.
  • Explain and elaborate any gap in your work history by highlighting new skills.

intake specialist Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an intake specialist position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



Bernie
Adams

[email protected]
776-221-8716
126 Countryside Drive, Pembrook Colony, SD
57451

Chief Intake Specialist
General Electric
Boston, Massachusetts

Greetings General Electric Recruitment Team


I am a results-driven Intake Specialist with 9 years of experience in Administrative & Clerical. I am excited to submit my application for the Chief Intake Specialist role at General Electric, where I believe I can make a valuable contribution to your team.


Throughout my life, I have pursued my passion for Data Entry and sought out opportunities to learn and grow. My experience in Administrative & Clerical has given me valuable skills such as Teamwork and Professionalism that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Intake Specialist to the position and work with a team of like-minded individuals to achieve our common goals.


Thank you for considering my application for the Chief Intake Specialist role. I am looking forward to a future where we work together to drive this organization's success.


Kind regards,
Bernie Adams
776-221-8716
[email protected]

Bernie Adams






Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes

Give yourself the best chance of standing out from the competition!

Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.