Records Specialist I

Records Specialist I

National Life Group

At National Life, do work that matters in a culture where people matter. Join a growing organization where our people have been bringing peace of mind to families and our communities for 175 years.

Records Services Team

Come join the Records Services team, where teamwork is key in this fast-paced environment. Join this team, where the primary responsibilities are to distribute mail both physically and electronically to the organization and to ensure customer payments are processed in a timely manner. Providing our customers with a positive experience by bringing peace of mind to all we serve is essential. You will be trained to handle large volumes of highly confidential documents and to prioritize tasks based on the various business needs and established service level agreements.

Position Summary

The Records Specialist I works within the Records Services Team to process incoming mail and incoming checks: to include scanning the checks into the bank via specialized Panini scanner and balancing the daily deposit. The specialist also handles any requests for policy information located on Microfiche and film. This position is an onsite, 40 hour a week position, working with various systems. The team spends a large portion of their day standing on their feet. This position is internal facing, however, may require light email communication with customers throughout the company as requests and escalations are received.

Key Responsibilities

• Sorting, prepping, scanning, and delivering of physical documents

• Processing daily banking functions including:

• Processing all incoming checks for the daily bank deposit, using a specialized banking scanner

• Accurately locate errors and make appropriate adjustments and corrections to deposit transactions to ensure the transactions are in balance

• Communicating to various areas daily; researching and responding to check related escalations

• Communicate effectively with internal customers

• Analyze information to research questions and ensure proper follow-up is provided

• Perform microfilm and microfiche retrieval and conversion activities: troubleshooting equipment as needed

• Navigate various systems based on the document(s) that are being processed, including Mainframe and OnBase

• Retrieves, compiles, and distributes requested records and information as part of the Records Program

Experience

• Entry level

• Strong data entry skills required; Microsoft Office product experience preferred

• High School diploma required

• Associate's or bachelor's degree is a plus, but applicants of various backgrounds are encouraged to apply

Key Competencies

• Customer focus - deliver the highest standards of quality service through communication, collaboration, and responsiveness

• Critical thinking - apply judgment and exercise sound reasoning to make and support decisions

• Detail Oriented- able to exercise extreme attention to detail, completing transactions in a thorough, accurate and organized manner

• Communication- Ensures that key information is shared in a timely manner, effectively training teammates and being able to adapt to the needs of different audiences

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. National Life Group 1 National Life Dr Montpelier, VT 05604 Social Media Policy Site Disclosure and Privacy Policy