(Investigative | Resourceful | Results-Driven)
Do you enjoy removing obstacles, tracking down information, and following through until the job is done? Are you confident on the phone, comfortable working independently, and motivated by progress and results?
We are seeking a Record Retrieval Specialist to support large and small-scale record retrieval projects in a temporary, fully remote capacity. This role is ideal for individuals who are persistent, detail-driven, and skilled at navigating complex processes to ensure timely and accurate receipt of records.
About the Role
The Record Retrieval Specialist is responsible for obtaining a wide range of records (medical, billing, insurance, employment, and more) by conducting research, preparing compliant requests, and communicating directly with providers and custodians. You will play a key role in resolving roadblocks, following up on outstanding requests, and ensuring clients have access to complete and accurate documentation.
Essential Job Functions
Functional & Technical Responsibilities
- Conduct internet research to identify the correct custodians of records and establish contact by phone
- Generate and send record requests
- Place follow-up calls to providers and custodians to obtain the status of outstanding requests
- Document accurate and timely request status and communications
- Prepare authorizations for record requests in accordance with legal standards and project parameters
Required Qualifications
Education
- High school diploma or GED
Experience
- At least one year of experience in an office setting
- Experience in a forward-facing customer service role
- Experience managing and prioritizing multiple tasks, projects, and deadlines
Knowledge, Skills & Abilities
- Intermediate Microsoft Office skills (Outlook, Excel)
- Ability to interpret legal and medical records
- Strong verbal and written communication skills
- Analytical, detail-oriented, and accurate
- Independent problem-solver with research skills
- Self-motivated with a strong customer service focus
- Able to remain professional under pressure
- Committed to privacy, confidentiality, and security policies
Preferred Qualifications
Education
- Paralegal certification or equivalent legal experience
Knowledge, Skills & Abilities
- Knowledge of medical terminology
- Knowledge of legal terminology
Work from Home & Schedule Requirements
- This is a fully remote position and requires a reliable computer, internet access, and a quiet, private workspace to maintain confidentiality
- Ability to work independently while adhering to privacy and security standards is essential
- Training hours: 8:00 AM – 4:00 PM EST
- Post-training schedule: Shifts will fall within core business hours of 8:00 AM – 5:30 PM EST, based on operational needs
Our Culture
We foster a professional, collaborative environment grounded in our 3 R’s:
- Respectful – toward clients, colleagues, and sensitive information
- Responsible – owning quality, productivity, and outcomes
- Resourceful – applying thoughtful problem-solving and efficiency
If you’re persistent, resourceful, and motivated by solving problems and moving work forward, we encourage you to apply.
