Online / Records Research Specialist

Open Desk, Inc. - Wake Forest, NC


Growing company looking to hire multiple in-office Online / Records Research Specialists in the Wake Forest/N. Raleigh area. Ideal candidates will be proficient in Microsoft Word, be web-savvy, and show confidence and professionalism via telephone. Candidates must be able to research, review online/telephonic findings, and simplify any obtained information into a usable report template for customers. Candidates should be very organized, pay attention to detail, and have good verbal and written communication skills. Prior experience not a requirement, but preferred.

Job Duties - Online / Records Research Specialists

  • Support the insurance industry with claim verification through online and telephonic research.
  • Prepare source data for entry into a client report document.
  • Write simple and concise summaries of vital information collected from verbal or written sources.
  • Ensure accurate entry of data into a proprietary web-based portal.
  • Maintain accurate documentation of sources and collected data.

Qualifications and Skills - Online / Records Research Specialist

  • Possess excellent computer and research skills.
  • Ability to establish priorities and work independently with little supervision.
  • Maintain a high level of accuracy while balancing changes in workload.
  • Ability to type at least 50 WPM.
  • Prior experience and comfort with outbound phone calls and customer service.
  • Ability to adapt to changing priorities based on organizational needs.
  • Sense of urgency and pro-activeness.
  • Motivated and inquisitive mindset.
  • Bachelor’s preferred, or equivalent experience.


  • Health, Dental, Vision Insurance, Short Term Disability, Long Term Disability, and Life Insurance
  • PTO and Paid Holidays
  • Business Casual Attire
  • Positive Office Culture

Job Type: Full-time

Salary: $10.00 to $12.00 /hour


  • Associate (Preferred)