Work within the Records Center to retrieve requested media (paper, film, CD, fiche) for internal and external departments. Image records into AWD (Automated Workflow Distributor). Follow scheduled Record Retention policy. Assist customers with routine questions and issues.

Responsibilities

  • Identify Annuity/Life/Health/Membership/LTC Insurance products by policy number.
  • Retrieve appropriate media to fulfill customer requests.
  • Image records into AWD (Automated Work Distributor).
  • Follow Record Retention schedules as required.
  • Communicate with customers regarding policy questions, forms, documents.

Qualifications

  • High School Diploma or related work experience
  • Accurate data entry and 10-key skills
  • Excellent attention to detail
  • Basic understanding of MS Office (Outlook, Word, Excel)
  • Good interpersonal communication and customer service skills
  • The ability to work in a fast-paced environment and prioritize large volumes of work

Preferred Qualifications

Working Conditions

  • Office environment
  • Ability to lift up to 40 lbs

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.