Records Management Associate (Hiawatha, IA) - Onsite

Job Family

Customer & Business Documentation

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

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.

Job Description

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

Working Conditions:

• Office environment: In office at 1750 Progress Drive, Hiawatha, IA

• Flexibility to work 7:00 - 3:30 or 7:30 - 4:00 CST.

• Ability to lift up to 40 lbs

This job description is not a contract of employment nor for any spec