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Records Management Associate

2 months ago

Montpelier, Vermont, United States National Life Group Full time
Records Management Associate

National Life Group

At National Life, we prioritize meaningful work within a culture that values individuals. Become part of a dynamic organization that has been providing reassurance to families and communities for over a century and a half.

Records Operations Team

Join our Records Operations team, where collaboration is essential in this energetic setting. The primary duties include the distribution of correspondence both physically and digitally across the organization, as well as ensuring that customer payments are processed promptly. Delivering a positive experience to our clients by providing peace of mind is crucial. You will receive training to manage substantial volumes of highly sensitive documents and to prioritize tasks according to various business requirements and established service level agreements.

Position Overview

The Records Management Associate operates within the Records Operations Team to handle incoming correspondence and checks, which includes scanning checks into the bank using specialized equipment and reconciling daily deposits. The associate also addresses requests for policy information stored on microfilm and microfiche. This role is onsite, requiring a commitment of 40 hours per week, and involves working with various systems. The team spends a significant amount of time on their feet. While this position primarily interacts internally, it may involve light email communication with colleagues as requests and escalations arise.

Key Responsibilities
  • Sorting, preparing, scanning, and delivering physical documents
  • Executing daily banking operations, including:
    • Processing all incoming checks for daily bank deposits using specialized banking equipment
    • Identifying errors and making necessary adjustments to ensure transaction accuracy
    • Communicating with various departments daily; researching and addressing check-related inquiries
  • Effectively communicating with internal stakeholders
  • Analyzing information to address inquiries and ensure appropriate follow-up
  • Performing retrieval and conversion tasks for microfilm and microfiche, troubleshooting equipment as necessary
  • Navigating various systems based on the documents being processed, including Mainframe and OnBase
  • Retrieving, compiling, and distributing requested records and information as part of the Records Program
Qualifications
  • Entry-level position
  • Strong data entry skills required; experience with Microsoft Office preferred
  • High School diploma required
  • Associate's or bachelor's degree is advantageous, but candidates from diverse backgrounds are encouraged to apply
Essential Competencies
  • Customer focus - deliver high-quality service through effective communication, collaboration, and responsiveness
  • Critical thinking - apply sound judgment and reasoning to support decisions
  • Attention to detail - maintain a high level of accuracy and organization in completing tasks
  • Communication - ensure timely sharing of key information, effectively training team members, and adapting to the needs of different audiences
The compensation range reflects the low and high end for this position. Actual compensation may vary based on qualifications, skills, competencies, location, and experience. This range is one component of our comprehensive compensation package for employees.

Additional rewards may include annual bonuses, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the role. National Life offers a competitive total rewards package, including a 401(k) retirement plan match; medical, dental, and vision insurance; a company-funded wellness account for eligible employees; paid holidays; a generous paid time off plan; paid parental leave; and paid family leave after a year of full-time employment.

National Life is continuously accepting applications for this role until filled.