Records Retrieval Specialist II — Client-Focused

U.S. Legal Support; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with match

Paid Time Off and holidays

Company-Paid Life Insurance

Employee Assistance Program

Training & Development

Job summary

American Retrieval, a U.S. Legal Support company, is seeking a Records Retrieval Specialist II to join our Tampa team. The role focuses on managing medical and legal record requests with precision and client care.

You will liaise with custodians, facilities, and clients to ensure timely, accurate delivery. Ideal candidates have 3–5 years in related roles, strong organizational and communication skills, and proficiency with MS Office.

Qualifications

• 3-5 years of customer service, client support, account management, or records retrieval experience.
• Experience in legal services, healthcare, medical records, insurance, or related industries is preferred.
• High School Diploma or equivalent required; Associate degree preferred.

Responsibilities

• Proactively contact record custodians, healthcare facilities, and other providers to obtain requested records.
• Monitor outstanding requests and expedite retrieval.
• Ensure records are received accurately and within service standards.
• Serve as primary point of contact for clients regarding order status and record requests.
• Build and maintain professional relationships with clients and facility personnel.
• Provide exceptional customer service while resolving questions and concerns.
• Accurately enter and maintain record request information within company systems.
• Track orders and update databases; maintain detailed documentation of activity.
• Communicate status updates to clients and escalate complex concerns when needed.

Skills

Customer service

Attention to detail

Organization

Multitasking

Communication

Problem solving

Data entry

Independent and collaborative work

Education

High School Diploma or equivalent

Associate degree

Tools

Microsoft Office

Job description

American Retrieval, a U.S. Legal Support company, is seeking a Records Retrieval Specialist II to join our Tampa team. The role focuses on managing medical and legal record requests with precision and client care.

You will liaise with custodians, facilities, and clients to ensure timely, accurate delivery. Ideal candidates have 3–5 years in related roles, strong organizational and communication skills, and proficiency with MS Office.