Records Clerk Team Lead (Remote) - LATAM

About the role

HireHawk connects professionals with U.S. and Canadian employers, including remote teams. As Records Clerk Team Lead, you will lead a team that obtains, tracks, reviews and organizes medical records and billing documentation for U.S. plaintiff personal injury cases. The role combines hands-on records retrieval knowledge with people leadership, with ownership of team productivity, quality control, coaching, reporting and process improvement, working closely with Case Managers and other legal operations stakeholders.

Key responsibilities

• Lead and coordinate the daily workflow of Records Clerks and supporting team members, keeping priorities clear and deadlines met.
• Own the medical records and billing retrieval process across hospitals, clinics, physicians and other healthcare providers.
• Keep outstanding requests moving by following up on delays and resolving incomplete records, billing discrepancies and provider issues.
• Monitor turnaround times, pending requests, productivity and accuracy, and coach and train clerks on retrieval procedures, documentation standards, provider communication and HIPAA requirements.
• Run quality assurance reviews of medical records, billing statements and supporting documentation.
• Partner with Case Managers so case documentation is available for pre-litigation preparation, and identify workflow bottlenecks and process improvements.
• Maintain reporting on completed requests, outstanding documentation, follow-up activity and productivity, and resolve complex provider issues and escalations.

Required profile

• 3+ years of hands-on medical records retrieval experience supporting U.S. plaintiff personal injury matters.
• 1+ year of experience leading, supervising, training or directing Records Clerks or a similar legal support team.
• Strong working knowledge of personal injury pre-litigation workflows and HIPAA requirements, including handling confidential patient information.
• Excellent written and spoken English.
• Nice to have: California plaintiff personal injury experience, leadership in an offshore or globally distributed legal support team, and experience building records retrieval KPIs or productivity dashboards.

Required skills

• Proven experience requesting, tracking, reviewing and following up on medical records and billing statements from U.S. healthcare providers.
• Legal case management platforms such as Filevine, CasePeer or SmartAdvocate.
• Strong Excel and reporting skills.