Imaging Specialist

Primerica•New York, NY
•Onsite

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.

Requirements

  • Records Management & Retrieval
  • Mail Operations
  • Reporting & Process Improvement

Responsibilities

  • Process document requests: Retrieve requested files across legacy physical formats and verify digital accessibility within Content Manager for end users.
  • Manage warehouse logistics: Coordinate weekly transfers with offsite storage vendors to order, receive, track, and return physical archive files.
  • Maintain logs & retention schedules: Record file movements in the in-force policy log and execute scheduled, compliant paper purges every six months.
  • Process incoming correspondence: Receive, sort, open, and log incoming mail and courier packages (USPS, UPS, FedEx).
  • Prepare outgoing shipments: Weigh, apply correct postage, and dispatch daily outgoing correspondence and parcels on schedule.
  • Distribute digital mail: Stamp, barcode, scan, and route digital mail to appropriate departmental worklists.
  • Log workflows: Maintain daily transaction tracking across mail, document scans, and retrieval volumes.
  • Deliver status reports: Compile and submit weekly operational reports and project milestone updates to management.
  • Document standard procedures: Maintain and update standard operating procedures (SOPs) for records management, mailroom operations, and scanning protocols.
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