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Medical / Legal Record Retrieval Specialist

Cb

  • 30+ days ago
  • Remote

    Highlights

    The ideal candidate is proactive, organized, comfortable making a high volume of calls, and capable of independently resolving issues to ensure records are obtained in a timely manner. Responsibilities include, but are not limited to: Handle 40–50 incoming and outgoing calls daily to medical facilities, providers, and record custodians as a scheduler, coordinator, and appointment setter.

    Numbers & Facts

    Location (
    Remote
    )

    Description

    Full-Time In office, Hibrid, or  Remote Positions Available
    Hours: Monday – Friday | 8:00 AM – 5:00 PM PST

    About the Position:

    Growing legal copy service company is seeking a highly motivated and detail-oriented Coordinator / Expeditor to join our team full-time. This is a remote position ideal for someone who thrives in a fast-paced environment, communicates professionally, and is skilled at managing deadlines while handling record retrieval and client coordination.

    The ideal candidate is proactive, organized, comfortable making a high volume of calls, and capable of independently resolving issues to ensure records are obtained in a timely manner.

    Responsibilities

    Responsibilities include, but are not limited to:

    • Handle 40–50 incoming and outgoing calls daily to medical facilities, providers, and record custodians as a scheduler, coordinator, and appointment setter.
    • Follow up on pending record requests and ensure records are retrieved within required deadlines.
    • Build strong working relationships with clients to ensure excellent customer satisfaction.
    • Develop professional relationships with facilities and provider offices to help escalate delays and expedite record retrieval.
    • Perform research and verification of provider information and facility requirements.
    • Manage calendars, scheduling appointments, and monitoring pending deadlines.
    • Conduct EAMS searches and case-related research.
    • Review records and documents received to verify accuracy and completeness.
    • Review provider billing and ensure invoice accuracy prior to processing.
    • Prepare, send, receive, and respond to correspondence including:
      • Bills
      • Declarations of Due Diligence
      • Legal correspondence
      • Status updates
      • Provider communication
    • Handle administrative tasks including:
      • Filing
      • Faxing
      • Mailing
      • Email correspondence
      • Document organization
    Qualifications

    We are looking for someone who has:

    • Prior experience working in a legal copy service strongly desired but not required.
    • Experience with medical record retrieval, subpoena processing, or legal support services is a strong plus.
    • Excellent customer service and relationship-building skills.
    • Ability to work independently with minimal supervision.
    • Strong organizational skills with the ability to manage multiple priorities simultaneously.
    • Ability to think critically and solve problems creatively when encountering delays or obstacles.
    • Experience working in a fast-paced deadline-driven environment.
    • Strong verbal communication skills with excellent phone etiquette.
    • Active listening skills and professional communication style.
    • Experience using:
      • Microsoft Excel
      • Microsoft Word
      • Email systems
      • Calendars
      • Internet-based research tools
    • Ability to work well with others while maintaining accountability in a remote work environment.
    • Positive attitude, professionalism, and strong work ethic.
    Compensation & Benefits

    • $20 – $21 per hour (based on experience and geographic location)
    • Direct Deposit
    • Paid Holidays (after successful completion of 90-day probationary period)
    • Vacation Accrual

    What We Value

    We are looking for someone who is:

    • Detail-oriented
    • Reliable
    • Professional
    • Solution-focused
    • Comfortable handling high-volume communication
    • Able to work under pressure while maintaining accuracy
    • Committed to delivering exceptional service to our clients
    Compensation: $20.00 - $21.00 per hour




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