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Lead, Document Retrieval

March 14, 2026

ABI Document Support Services is seeking a Lead, Document Retrieval to join the team! We are looking for someone with a background in record retrieval experience. Summary The Document Retrieval Lead assists the supervisor by implementing and monitoring changes and reporting this information for proper handling. The position processes all problem orders, maintains efficiency in the work flow within the department, and minimizes any unnecessary distractions before escalating to the Supervisor. The Document Retrieval Lead maintains their own tasks while being able to juggle daily questions and concerns from Schedulers, miscellaneous tasks, learning new office programs, tracking (workflow, inner/outer department efficiency issues, and auditing) for the supervisor, and any other task that may be asked upon the employee. Essential Job Functions <ul><li> Answer any daily questions or concerns with schedulers before escalating to Supervisor.</li><li> Assist in any problem areas of the department to ensure higher level of productivity.</li><li> Assist in training issues such as: providing direction on daily basis to scheduler to ensure the correct procedures are followed, and audit as deemed necessary.</li><li> Provide quality control to all work entering and leaving department.</li><li> Maintain a rapport with all problem facilities to ensure a better working relationship before passing the facility to a scheduler for handling.</li><li> Maintain constant contact with all departments and offices regarding resolution to any issues.</li><li> Assist the supervisor in interviews for support in hiring.</li><li> Ensure all office programs are functioning and being handled accordingly.</li><li> Reviews WIP Report and forward all documentation to Supervisor for handling.</li><li> Perform other duties as assigned. </li></ul>ESSENTIAL LEAD RESPONSIBILITIES <ul><li> Carrying out all responsibilities in accordance with the company’s standards, policies, and all applicable employment laws.</li><li> In conjunction with management, managing and monitoring workflow and providing support, training, and techniques to assist staff in achieving department daily/weekly/monthly goals and standards.</li><li> Encouraging positive morale, maintaining harmony among staff, and resolving grievances when necessary.</li><li> In conjunction with management, communicating change effectively and supporting those affected by change.</li><li> Evaluating staff performance, providing periodic feedback to staff and reporting any performance concerns and/or recommendations for growth opportunities to management. </li></ul>Qualifications MINIMUM REQUIRED QUALIFICATIONS Education And/or Experience High school diploma or equivalent required. Some college desirable. Two years office experience; background in legal, customer care, or call center desirable. Prior Lead experience desirable; training small groups (five or more people). Certificates, Licenses, Registrations No specific requirements. Essential Competencies QUALIFICATIONS <ul><li> Must have excellent organizational skills and be detail oriented.</li><li> Must have persistence in exceeding any goals/expectations.</li><li> Must be self-motivated be able to work under pressure and have quick problem solving skills.</li><li> Ability to explain/implement new procedures with ease within department.</li><li> Ability to operate computer, fax, copier, scanner, and telephone</li><li> Must be knowledgeable of multiple software programs, including but not limited to Microsoft Word, Excel, Outlook, and the Internet.</li><li> Must be able to type a minimum of 35 W.P.M.</li><li> Ability to learn and use Industry terminology.</li><li> Must possess the ability to manage and change, delays, or unexpected events appropriately.</li><li> Ability to follow all company policies and procedures in effect at time of hire and as they may change or be added from time to time. </li></ul>Language/Communication Skills <ul><li> Ability to read, analyze and interpret common and complex medical or legal information and correspondence.</li><li> Ability to write clearly and informatively to all required audiences and edit own work for appropriate spelling and grammar.</li><li> Ability to respond appropriately and professionally to all inquiries or complaints from customers, physicians’, upper management, and/or members of the business community.</li><li> Ability to effectively present information one-on-one, in small groups, to upper management or physicians of the company; bilingual a plus. </li></ul>PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Position Generally Consists Of <ul><li> Ability to work at a desk or similar office-type furnishings up to 8 hours a day or longer as required by business needs.</li><li> Ability to operate a computer and other office equipment up to 4 hours at a time.</li><li> Ability to travel to different floors of the office or other locations.</li><li> Ability to move throughout the office.</li><li> Occasionally lifting and/or carrying up to 30 lbs.</li><li> Occasionally pushing/pulling up to 30 lbs.</li><li> Occasionally subject to bending, squatting or twisting. </li></ul>WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul><li> The office environment is active with moderate voice levels and interruptions that may challenge concentration.</li><li> Extended hours are may occasionally be required beyond the regular eight (8) hour work day. </li></ul>ABI is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions without regard to protected veteran status, qualified individuals with disabilities and all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or any other status protected under local, state or federal laws. Equal Opportunity Employer - Minorities/Females/Disabled/Veterans DISCLAIMER This Job Description is not an exhaustive list of all functions employees may be required to perform in the described role, and additional functions may be required. This Job Description is applicable to the above position with ExamWorks and/or any of its affiliates (collectively referred to as “ExamWorks”). ExamWorks reserves the right to revise this Job Description at any time with or without notice to employees. Employment with ExamWorks is at-will, and nothing in this Job Description changes that at-will status. Employees must be able to perform the essential functions of this position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of this position, unless such accommodations would cause an undue hardship to ExamWorks.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...