Records Management Associate

As a Records Management Associate at Transamerica, you will be responsible for retrieving various types of media such as paper documents, films, and CDs to fulfill requests from internal and external departments. You will also image records into the Automated Workflow Distributor and ensure compliance with scheduled Record Retention policies. Providing excellent customer service and addressing routine questions regarding policy information is also a significant part of the role.

To become a Records Management Associate at Transamerica, you should have a high school diploma or equivalent work experience. It's important to possess accurate data entry skills and a basic understanding of MS Office applications, including Outlook, Word, and Excel. Strong attention to detail, good interpersonal communication skills, and the ability to thrive in a fast-paced environment are also essential for success in this position.

The work environment for a Records Management Associate at Transamerica is office-based and collaborative, focusing on teamwork and communication. You'll be part of a dedicated team that values innovation and personal accountability. As the role involves meeting deadlines and fulfilling customer requests promptly, having a proactive attitude and the ability to manage a high volume of work are crucial.

Transamerica offers a comprehensive benefits package for eligible employees, including competitive pay, a pension plan, and a 401k match. Additional benefits include medical, dental, and vision insurance, as well as employee discounts, tuition reimbursement, and opportunities for career training and development. You will also enjoy paid time off, paid holidays, and various wellness programs to ensure a healthy work/life balance.

Transamerica is committed to diversity and inclusion within the workplace, applying this commitment across all levels of the organization. Employee Resource Groups (ERGs) enable employees to come together around shared interests, fostering a collaborative and inclusive environment. By supporting these initiatives, Transamerica ensures that all employees, including Records Management Associates, contribute to and benefit from a company culture that values every individual.

As a Records Management Associate, prioritizing tasks effectively is crucial for meeting deadlines. I start by listing tasks based on their urgency and importance, allowing me to tackle the most pressing requests first. I also maintain clear communication with my team and customers to manage expectations and adjust priorities as needed, ensuring all customer requests are fulfilled timely.

In a previous role, I encountered a customer who was frustrated by delays in document retrieval. I listened actively to their concerns, empathized with their situation, and communicated clearly about the steps I would take to resolve the issue. By keeping them informed throughout the process, I was able to regain their trust and ensure they received the documents they needed promptly.

To ensure accuracy in data entry, I employ a combination of double-checking my entries and utilizing software tools designed to minimize errors. Additionally, I take my time to avoid rushing through tasks and perform regular audits of my work to catch any potential inaccuracies. This attention to detail is vital in maintaining the integrity of records at Transamerica.

I am eager to work as a Records Management Associate at Transamerica because I admire the company's commitment to helping individuals achieve financial freedom. I appreciate the collaborative culture and believe my skills in records management and customer service would align well with Transamerica's mission. I'm excited about the potential to contribute to a team that values diversity and supports its members in their professional growth.

Handling conflicting requests requires excellent communication and organizational skills. I would first assess the urgency and importance of each request and communicate with the stakeholders involved. By clarifying expectations and potentially negotiating timelines, I could find an amicable solution while ensuring that priority tasks are addressed efficiently.

In my previous role, I was responsible for imaging physical records into an automated workflow distributor. This experience provided me with a strong foundation in using technology to manage records efficiently. I learned to operate various imaging equipment and software, ensuring that all documents were accurately digitized and cataloged for easy retrieval.

To stay organized, I rely on a digital task management tool to keep track of requests and deadlines. I categorize tasks by department and assign priorities so I can execute efficiently. Regularly reviewing my workload and setting aside time each day for planning ensures I stay on top of my responsibilities and can quickly address any urgent tasks that arise.

Ensuring compliance with Record Retention policies begins with a thorough understanding of those policies. I would actively review and familiarize myself with the regulations concerning document retention and disposal while using checklists to confirm that all records are handled according to these policies. Regular training and staying updated on any changes in policy would also be essential.

I approach collaboration with a focus on clear communication and mutual respect. I make it a priority to build relationships with both internal teams and external customers through active listening and open dialogue. This collaborative spirit not only fosters a better working environment but also enhances my ability to address customer needs efficiently as a Records Management Associate.

I am proficient in using various MS Office applications, including Outlook, Word, and Excel, which are fundamental for the Records Management Associate position. Additionally, I have experience with document imaging software and automated workflow distributors, which enable efficient management and retrieval of records.