Case Mgmt/Customer Service Representative / Record Retrieval (San Antonio, TX 78228)

Customer Service Representative / Record Retrieval Specialist

Location: San Antonio, TX 78228
Job Type: Full-Time, In-Office
Schedule: Monday-Friday, 8:00 AM - 5:00 PM

About Unisource Discovery

Unisource Discovery is a leading legal support company specializing in medical and business record retrieval services. Headquartered in Orange, California, we have proudly served law firms, insurance companies, and businesses nationwide for more than 20 years.

Position Overview

We are seeking a detail-oriented and dependable Customer Service Representative / Record Retrieval Specialist to join our team. In this role, you will act as the liaison between our clients and records custodians, ensuring record requests are processed accurately, followed up on timely, and documented throughout the retrieval process.

This position is ideal for someone who enjoys problem-solving, customer service, phone communication, and managing multiple tasks in a fast-paced office environment.

Essential Duties & Responsibilities

• Maintain and manage follow-up calendars for outstanding record requests.
• Contact medical providers, businesses, government agencies, and other records custodians by phone and email.
• Follow up on pending requests to ensure records are received within required timeframes.
• Process incoming records, invoices, and correspondence.
• Document all communications, updates, and order activity in company systems.
• Escalate overdue or problem orders to the appropriate department.
• Coordinate copy assignments and document delivery services as needed.
• Assist clients with status updates, account inquiries, and general customer service needs.
• Research provider and facility information when necessary.
• Perform data entry and maintain accurate records.
• Collaborate with team members to resolve issues efficiently and professionally.

Qualifications

Required

• High school diploma or equivalent.
• Minimum 1 year of customer service, administrative, call center, medical, legal, or insurance-related experience.
• Strong communication skills, both verbal and written.
• Excellent organizational and time-management skills.
• Ability to multitask and prioritize work in a fast-paced environment.
• Proficiency with Microsoft Office, Outlook, Adobe Acrobat, and web-based applications.
• Accurate data entry skills and typing speed of 35+ WPM.
• Reliable attendance and punctuality.

Preferred

• Experience with medical records, subpoenas, record retrieval, or legal support services.
• Knowledge of medical, legal, or insurance terminology.
• Experience working with high-volume case management or document processing.

Benefits

• 401(k)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Stable Monday-Friday Schedule
• No Weekends

Additional Requirements

• Pre-employment background check required.
• Pre-employment drug screening required.
• This is an in-office position. Remote work is not available.

If you are organized, dependable, and enjoy helping clients while managing important documentation, we encourage you to apply today.

Pay: From $38,400.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person