Job Description / Job ID (B002)

We are seeking a highly organized and detail-oriented Medical Records Assistant to support our legal and case management teams. This individual will play a key role in ensuring timely and accurate collection and tracking of medical records, assisting with health insurance claims, and facilitating communication with medical providers.


Key Responsibilities

  • Initiate and follow up on requests for medical records from various healthcare providers via phone, email, fax, or online portals.
  • Coordinate with subpoena services to obtain medical records when required.
  • Open health insurance claims as needed for case support and tracking purposes.
  • Contact medical providers and billing departments to confirm outstanding balances and request itemized bills or payment histories.
  • Maintain accurate logs of all requests and responses, ensuring deadlines are met and follow-up task.

Qualifications and Requirements

  • High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
  • 2+ years of experience in personal injury case management or similar legal support role.
  • Excellent verbal and written communication skills with a client-first attitude.
  • Strong organizational and time-management skills with attention to detail.
  • Proficiency in case management software and Microsoft Office (Word, Excel, Outlook).
  • Familiarity with medical terminology and treatment processes.
  • Bilingual (English/Spanish) highly preferred.