Records Analyst I

Texas Farm Bureau and Affiliated Companies • Waco, TX

1d • Onsite

About The Position

The Policy Services Records Analyst ensures the accurate classification, storage, and retrieval of documents to support workflow and compliance. This role supports multiple departments by maintaining document integrity, assisting with mail operations, and safeguarding sensitive information.

Requirements

• High School Diploma or GED.
• Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint).
• Strong written and verbal communication skills.
• Effective interpersonal skills in person and over the phone.
• Ability to manage detailed work independently and collaboratively.
• Strong organizational and multitasking skills.
• Eagerness to learn and improve processes and skills.
• Valid Texas driver’s license and an acceptable driving record.

Responsibilities

• Accurately index documents by line of business, document type, and policy number to ensure efficient retrieval and workflow distribution.
• Review policy applications and supporting documentation for completeness, proper signatures, and adherence to underwriting guidelines.
• Respond to document retrieval requests from internal departments.
• Sort and distribute incoming USPS mail and prepare outgoing mail for pickup.
• Handle sensitive and confidential records with professionalism and discretion.
• Perform additional tasks as assigned to support departmental goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED