Records Management Consultant

EMC Insurance Companies
1d$78,726 - $119,646Remote

About The Position

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together. This position is eligible to work remotely from anywhere in the U.S. Essential Functions: Administers and maintains the corporate records management policy, translating requirements into system‑ready rules across data record repositories including shared drives, M365, and business systems. Partners with relevant teams who own their retention schedules to ensure alignment with EMC standards and supports policy development, enforcement, and practical application. Identifies automation and workflow opportunities. Leads unstructured data cleanup initiatives in partnership with IT, enabling retention and disposal at scale. Uses analysis and content discovery tools to drive defensible data reduction. Partners with IT to ensure system configuration for retention, lifecycle automation, and secure disposal. Collaborates with IT to test system tuning and ensures retention and deletion rules are correctly implemented. Collaborates with Legal, Claims Legal, and IT to ensure the accurate suspension of destruction activities. Maintains thorough documentation and audit trails for litigation readiness. Conducts regular audits of data record repositories to verify retention compliance, storage practices, accuracy, and disposal documentation. Summarizes findings and recommends technical and process improvements. Guides business units on retention and classification, including file storage standards, repository use, naming conventions, version management, and digital hygiene practices. Develops and delivers targeted training, job aids, and technical guidance to increase user adoption of standards and improve compliance behaviors related to records management. Offers practical solutions that help business units manage information efficiently. Supports the implementation of new tools and technologies for classification, indexing, digital archiving, and lifecycle management. Engages in system evaluations, contributes to configuration decisions, and validates vendor functionality during implementation. Prepares concise reports that summarize repository risk, compliance status, automation opportunities, and progress toward records management remediation goals. Communicates actionable recommendations to Compliance and IT leadership. Oversees off‑site physical storage processes by allocating storage costs, coordinating destruction orders, and updating suppliers. Supports business units with content reporting and assists Administration with retrieval and fulfillment requests as needed. Researches regulatory and industry best practices of records management requirements, analyzes gaps in existing processes and systems, and delivers targeted recommendations to strengthen compliance and reduce operational risk.

Requirements

  • Bachelor’s degree in business, insurance, information management, information systems, or related field or equivalent relevant experience
  • Six years of experience in records management, information governance, or related experience
  • Advanced understanding of digital recordkeeping standards, retention requirements, and lifecycle management
  • Strong technical understanding of data storage environments, indexing, and repository governance
  • Strong understanding of unstructured data and file analysis tools
  • Strong project management skills
  • Strong analytical, diagnostic, and problem‑solving skills
  • Excellent communication skills with ability to explain technical concepts to non‑technical audiences
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office; familiarity with Microsoft 365, SharePoint Online, and similar platforms
  • Proven ability to lead complex projects, influence senior stakeholders, and drive organizational change
  • Ability to manage multiple projects and collaborate across departments
  • Ability to exercise discretion and maintain confidentiality of sensitive information

Nice To Haves

  • Insurance industry experience preferred
  • Professional certifications related to insurance or records management preferred

Responsibilities

  • Administers and maintains the corporate records management policy, translating requirements into system‑ready rules across data record repositories including shared drives, M365, and business systems.
  • Partners with relevant teams who own their retention schedules to ensure alignment with EMC standards and supports policy development, enforcement, and practical application.
  • Identifies automation and workflow opportunities.
  • Leads unstructured data cleanup initiatives in partnership with IT, enabling retention and disposal at scale.
  • Uses analysis and content discovery tools to drive defensible data reduction.
  • Partners with IT to ensure system configuration for retention, lifecycle automation, and secure disposal.
  • Collaborates with IT to test system tuning and ensures retention and deletion rules are correctly implemented.
  • Collaborates with Legal, Claims Legal, and IT to ensure the accurate suspension of destruction activities.
  • Maintains thorough documentation and audit trails for litigation readiness.
  • Conducts regular audits of data record repositories to verify retention compliance, storage practices, accuracy, and disposal documentation.
  • Summarizes findings and recommends technical and process improvements.
  • Guides business units on retention and classification, including file storage standards, repository use, naming conventions, version management, and digital hygiene practices.
  • Develops and delivers targeted training, job aids, and technical guidance to increase user adoption of standards and improve compliance behaviors related to records management.
  • Offers practical solutions that help business units manage information efficiently.
  • Supports the implementation of new tools and technologies for classification, indexing, digital archiving, and lifecycle management.
  • Engages in system evaluations, contributes to configuration decisions, and validates vendor functionality during implementation.
  • Prepares concise reports that summarize repository risk, compliance status, automation opportunities, and progress toward records management remediation goals.
  • Communicates actionable recommendations to Compliance and IT leadership.
  • Oversees off‑site physical storage processes by allocating storage costs, coordinating destruction orders, and updating suppliers.
  • Supports business units with content reporting and assists Administration with retrieval and fulfillment requests as needed.
  • Researches regulatory and industry best practices of records management requirements, analyzes gaps in existing processes and systems, and delivers targeted recommendations to strengthen compliance and reduce operational risk.

Benefits

  • More than 105 years of financial strength and stability
  • Named a five-star insurance carrier by Insurance Business America
  • Two-time recipient of the Best Practices Award of Excellence from the Independent Agents & Brokers of America
  • Multiple locations recognized as Top Workplaces based solely on team member feedback
  • Corporate culture that engages and empowers team members to achieve their best
  • Outstanding benefits with life, medical, dental, vision and prescription drug coverage
  • Competitive paid time off plan and a full day of volunteer time off annually
  • Financial incentives, including a 401(k) plan match, pension plan, OneEMC bonus plan and recognition and anniversary awards
  • Professional development and growth opportunities, including tuition reimbursement
  • Wellness initiatives to improve team member well-being and reduce health insurance costs
  • Flexibility to dress for your day and opportunities for alternative work arrangements
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