Intake Specialist Resume Example & Writing Guide

Use this Intake Specialist resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Intake specialists are the first point of contact for many people seeking mental health services. They’re responsible for building rapport with clients, assessing their needs, and connecting them with the right resources.

Intake specialists are often the first point of contact for people seeking mental health services. They’re responsible for building rapport with clients, assessing their needs, and connecting them with the right resources.

Here are some tips and an example resume to help you write your own fantastic intake specialist resume that hiring managers will love.

Jennifer Thomas
Los Angeles, CA | (123) 456-7891 | [email protected]

Intake specialist with 8 years of experience working in the social services field. Proven ability to manage a high volume of cases, assess client needs, and provide appropriate referrals. Skilled at building relationships with clients and collaborating with team members to provide quality service.

California State University, East Bay Jun '10
B.A. in Psychology
Company A, Intake Specialist Jan '17 – Current
  • Assisted with intake of new clients, including scheduling appointments and providing information regarding the program to potential participants.
  • Provided support for Program Manager in maintaining client records and assisted with daily operations such as copying documents, scanning documents, etc.
  • Maintained confidentiality of all case information pertaining to clients served by the agency and ensured that all required documentation is completed accurately and timely.
  • Participated in weekly staff meetings and attended training sessions when available or requested by supervisor/manager.
  • Performed other duties as assigned by management team member(s).
Company B, Intake Specialist Jan '12 – Dec '16
  • Provided information and referral services to clients for community resources, increasing client satisfaction by 10%
  • Conducted eligibility interviews and completed comprehensive assessments on all potential clients seeking financial assistance
  • Assessed the needs of each household applying for food assistance benefits (FAP) or medical bill assistance
  • Maintained a high level of customer service at all times; consistently received positive feedback from customers
  • Answered questions about FAP application requirements, including documentation needed to apply and benefit amounts
Company C, Intake Coordinator Jan '09 – Dec '11
  • Screened potential clients to determine if they qualified for the program’s services.
  • Conducted initial intake interviews with clients to gather information and assess needs.
  • Determined client eligibility for services and made referrals to appropriate programs and agencies when necessary.
  • Certified Case Manager
  • Certified in Mental Health First Aid
  • Certified in Domestic Violence

Industry Knowledge: HIPAA, OSHA, Risk Management, Regulatory Compliance, Medical Terminology
Technical Skills: Microsoft Office Suite, QuickBooks, Salesforce, EHR, Google Docs, Salesforce,
Soft Skills: Communication, Teamwork, Critical Thinking, Problem Solving, Leadership, Organizational Skills

How to Write an Intake Specialist Resume

Here’s how to write an intake specialist resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to use specific examples and numbers. So rather than saying you “provided customer service,” you could say you “provided customer service by answering 10 calls per hour, resulting in a 95% satisfaction rate.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work. And it also includes a quantifiable number to demonstrate your level of productivity.

Identify and Include Relevant Keywords

When you apply for an intake specialist role, your resume is likely to go through an applicant tracking system (ATS). This software looks for certain keywords related to the job opening in order to determine whether your skills and experience are a match. If your resume doesn’t include enough relevant keywords, the ATS might automatically reject your application.

The best way to identify the right keywords is to read through the job posting and take note of the terms that appear most frequently. Then, use those same words throughout your resume. Here are some common intake specialist keywords to get you started:

  • Intake Services
  • Case Management
  • Social Services
  • Mental Health
  • Crisis Intervention
  • Psychotherapy
  • Community Outreach
  • Mental Health Counseling
  • Nonprofit Organizations
  • Psychosocial
  • Child Welfare
  • Program Development
  • Counseling Psychology
  • Child Protective Services
  • Volunteer Management
  • Public Speaking
  • Fundraising
  • Data Entry
  • Community Development
  • Working with Adolescents
  • Organization Skills
  • Microsoft Access
  • Management
  • Customer Service
  • Customer Satisfaction
  • Leadership
  • Social Media
  • Communication
  • Event Planning
  • Strategic Planning

Showcase Your Technical Skills

Intake specialists use a variety of technology in their work, so it is important to list all of the programs and systems that you are familiar with. This might include programs like Microsoft Office Suite, Outlook, and Excel; or systems like electronic health records and patient databases. Additionally, intake specialists need to be familiar with the procedures and protocols related to their field. So if you have experience with any of these programs or systems, be sure to list them on your resume.


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