Account Manager – Medical Records, Insurance Carriers

ABC Legal Services

Account Manager overseeing medical records and insurance-related workflows. Managing vendor relationships and ensuring customer satisfaction for ABC Legal Services.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $43,000 - $55,000 per yearWebsite

About the role

Key responsibilities & impact

Own day-to-day workflow progression—monitor open orders, identify stalls or aging work, and drive items to completion against SLA targets
Manage vendor relationships, including medical records providers, records-retrieval partners, and insurance carrier contacts, ensuring responsiveness, quality, and turnaround
Build and maintain long-lasting customer relationships, serving as the primary point of contact for assigned accounts
Communicate proactively with customers to ensure their needs are understood, addressed, and anticipated
Coordinate between customers, vendors, and internal operations to resolve issues, remove bottlenecks, and keep work moving appropriately
Track and report on order status, vendor performance, and account health, escalating risks before they affect the customer
Act as the customer’s representative internally to ensure their needs are fulfilled
Strive to maintain and increase overall customer satisfaction and retention based on each account’s business needs
Identify opportunities to grow existing accounts and meet established goals with current and new customers
Act as liaison between the customer, vendors, and internal teams

Requirements

What you’ll need

Experience in Customer Support, Account Management, or vendor/workflow coordination preferred
Familiarity with medical records retrieval, insurance carrier processes, or related legal-support workflows (PI, mass tort, workers’ comp) is a strong plus
Demonstrate understanding of increasing client satisfaction, adoption, and retention
Strong organizational skills (use of Claude and Metabase in combination or willingness to learn) with the ability to track many concurrent orders and hold vendors and internal teams accountable to deadlines
Strategic thinker who can spot problem patterns, ideate solutions, and execute to completion
Comprehensive understanding of the account management journey
Prior experience working with SaaS business platforms
Ability to present, communicate, and work effectively with internal teams and external vendors
Strong communication and interpersonal skills

Benefits

Comp & perks

Health, Dental, Vision insurance
401(k) with company matching
Paid time off
7 Paid company holidays
4 Floating holidays per-year
Life Insurance and AD&D Insurance
Long Term Disability
Health Care Reimbursement Flexible Spending Account
Dependent Care Flexible Spending Account
EAP (Employee Assistance Program)
Pet Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Workflow CoordinationMedical Records RetrievalInsurance Carrier ProcessesClient Satisfaction StrategiesOrder Tracking

Soft Skills

Strong Communication SkillsInterpersonal SkillsStrategic Thinking