Imaging Specialist

Primerica•Long Island, NY

About The Position

The Imaging Specialist manages end-to-end document conversion, electronic archiving, mail processing, and physical records logistics to ensure organization-wide file access and regulatory compliance. The position is based in Long Island City, NY, at National Benefit Life, a subsidiary of Primerica Life that maintains insurance policies for clients nationwide. The role handles document requests and verifies that files are accessible to end users in Content Manager, coordinates physical archive-file transfers with offsite storage vendors, maintains file movement logs and retention schedules, processes incoming and outgoing mail, and scans and routes digital mail. It also tracks operational workflows, prepares reports and project updates for management, and maintains standard operating procedures for records management, mailroom operations, and scanning.

Responsibilities

  • Retrieve requested files in legacy physical formats and verify digital accessibility in Content Manager for end users.
  • Coordinate weekly transfers with offsite storage vendors to order, receive, track, and return physical archive files.
  • Record file movements in the in-force policy log and carry out scheduled paper purges every six months in accordance with retention requirements.
  • Receive, sort, open, and log incoming mail and courier packages from USPS, UPS, and FedEx.
  • Weigh, apply correct postage to, and dispatch daily outgoing correspondence and parcels on schedule.
  • Stamp, barcode, scan, and route digital mail to appropriate departmental worklists.
  • Maintain daily transaction tracking for mail, document scans, and retrieval volumes.
  • Compile and submit weekly operational reports and project milestone updates to management.
  • Maintain and update standard operating procedures for records management, mailroom operations, and scanning protocols.
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