Legal Records Retrieval Specialist (Experienced)

Overview

This role supports end-to-end medical-records retrieval for lawyers and specialty healthcare providers. As a Legal Records Specialist, you will manage retrieval operations on the front lines—working directly with healthcare providers and internal tools to ensure records are obtained accurately, quickly, and compliantly.

Responsibilities

• Manage end-to-end record retrieval for assigned customers and providers.
• Build, standardize, and continuously improve playbooks for high-volume hospitals, billing groups, and provider networks.
• Ensure accuracy and compliance, including cleaning ROIs, affidavits, billing records, and completing document sets with zero rework.
• Surface workflow improvements and partner with engineering and product to help automate repetitive steps.
• Collaborate with teammates to share learnings, standardize best practices, and raise the quality bar.

Requirements

• Significant prior experience in legal record retrieval, including knowledge of the retrieval process, providers, and records.
• Strong work ethic and ownership mindset—commitment to getting things done right.
• Excellent communication skills, including comfort calling provider offices and following up until the job is complete.
• Organized and detail-oriented, able to manage multiple requests without dropping balls.
• Tech-comfortable: quick to learn new tools and workflows.
• Team player who prioritizes improving the process, not just completing tasks.

Compensation & Benefits

• Compensation range: $45K - $55K