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Records Management Associate
2 months ago
Job Summary
Transamerica is seeking a highly organized and detail-oriented Records Management Associate to join our team. As a Records Management Associate, you will be responsible for identifying and retrieving insurance products, imaging records, and maintaining accurate records.
Key Responsibilities
- Identify and retrieve insurance products by policy number
- Image records into our automated work distributor system
- Maintain accurate records and follow retention schedules
- Communicate with customers regarding policy questions and documents
Requirements
- High school diploma or equivalent
- Accurate data entry and 10-key skills
- Excellent attention to detail
- Basic understanding of Microsoft Office (Outlook, Word, Excel)
- Good interpersonal communication and customer service skills
Working Conditions
- Office environment
- Flexibility to work varying shifts
- Ability to lift up to 40 pounds
What We Offer
- Competitive pay
- Bonus for eligible employees
- Pension plan
- 401k match
- Employee stock purchase plan
- Tuition reimbursement
- Disability insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Employee discounts
- Career training and development opportunities
Benefits
- Paid time off starting at 160 hours annually
- Ten paid holidays per year
- Be Well Company holistic wellness program
- Parental leave
- Adoption assistance
- Employee assistance program
- College coach program
- Back-up care program
- PTO for volunteer hours
- Employee matching gifts program
- Employee resource groups
- Inclusion and diversity programs
- Employee recognition program
- Referral bonus programs
- Peer recognition program