Process Analyst Legal Process Outsourcing
1 day ago
About the Role:
We are looking for a Process Analyst to join our Legal Process Outsourcing (LPO) team supporting a U.S.-based Personal Injury law firm. The role involves calling medical providers and other entities for medical records retrieval, reviewing and organizing case-related documents, and updating client systems accurately. The position requires excellent communication skills, attention to detail, empathy, and the ability to follow established Standard Operating Procedures (SOPs) precisely.
Key Responsibilities:
- Make outbound calls to medical offices, hospitals, and clinics to request, follow up, and retrieve medical records related to personal injury cases.
- Maintain a professional and empathetic tone during all calls, ensuring clear communication and strong relationship management with providers.
- Track and document all call activities, responses, and follow-ups accurately in the CRM or designated tracking systems.
- Review, sort, and segregate scanned documents and upload them into the CRM or document management platform.
- Fill out relevant forms, apply electronic signatures, and ensure all records are properly labeled and uploaded.
- Adhere strictly to SOPs and workflow guidelines to maintain process consistency and quality.
- Collaborate with internal teams and the U.S. counterparts to ensure timely completion of tasks.
- Conduct quality checks to ensure all retrieved records are complete, accurate, and properly indexed.
- Handle sensitive client and medical information with utmost confidentiality and compliance.
Required Skills & Qualifications:
- Graduate in any discipline (preferably Commerce, Arts, or Law).
- 13 years of experience in an LPO, BPO, or medical records retrieval process (voice or blended).
- Excellent English communication skills both verbal and written – with a clear, professional tone.
- Strong listening skills, empathy, and patience while interacting with medical staff and offices.
- High attention to detail and accuracy in documentation and data entry.
- Good typing speed and proficiency in MS Office tools (Word, Excel, Outlook).
- Ability to navigate multiple systems and maintain updated call and document logs.
- Flexible to work in the U.S. night shift (purely night shift) and manage time-sensitive follow-ups.
- Sincere, hardworking, and capable of following SOPs independently.
Preferred candidate profile
- Prior experience with medical records retrieval, personal injury law firms, or insurance processes.
- Familiarity with CRMs or document management systems like Law Ruler, SharePoint, or Litify.
- Basic understanding of medical terminology and legal case documentation.
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