Records Retrieval Specialist II — Client-Focused & Detail-Driven

U.S.-Legal-Suppor; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

PTO & Holidays

Life Insurance

Employee Assistance Program

Training & Development

Job summary

American Retrieval in Tampa, FL is seeking a detail-oriented Records Retrieval Specialist II to join our team. You will manage and expedite medical and legal record requests while delivering exceptional service and accuracy.

Responsibilities include proactive contact with custodians, monitoring requests, data entry, and maintaining documentation. 3–5 years of client support or records retrieval experience is preferred, with strong communication and organization skills.

Qualifications

• High School Diploma or equivalent required.
• 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.

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 established service standards.
• Serve as a 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 throughout the retrieval process and update databases as needed.
• Maintain organized and detailed documentation of all account activity.
• Communicate status updates to clients in a timely manner.
• Research and resolve issues related to orders, services, and documentation.
• Escalate complex concerns when appropriate and assist in developing solutions.
• Participate in special projects and department initiatives.
• Adhere to company policies, quality standards, and compliance requirements.
• Support team goals and contribute to continuous process improvement efforts.

Skills

Customer service

Communication

Organization

Attention to detail

Multi-tasking

MS Office

Data entry systems

Education

High School Diploma or equivalent

Job description

American Retrieval in Tampa, FL is seeking a detail-oriented Records Retrieval Specialist II to join our team. You will manage and expedite medical and legal record requests while delivering exceptional service and accuracy.

Responsibilities include proactive contact with custodians, monitoring requests, data entry, and maintaining documentation. 3–5 years of client support or records retrieval experience is preferred, with strong communication and organization skills.