The Voice of Texas Agriculture. Company Name: Texas Farm Bureau Casualty Insurance Company | Department: Policy Services The Policy Services Records Analyst ensures the accurate classification, storage, and retrieval of …
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Full-time
high school
Posted 12d ago
~40 hrs/week
Responsibilities
The Records Analyst ensures the accurate classification, storage, and retrieval of documents to support workflow and compliance. This role also manages mail operations and maintains the integrity of sensitive policy documentation.
Requirements
Candidates must possess a High School Diploma or GED and proficiency in Microsoft Office applications. Strong communication, organizational skills, and a valid Texas driver's license are also required.
Full job description
The Voice of Texas Agriculture.
Company Name: Texas Farm Bureau Casualty Insurance Company | Department: Policy Services
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.
MAJOR RESPONSIBILITIES AND AUTHORITY
Document Classification & Indexing:
Accurately index documents by line of business, document type, and policy number to ensure efficient retrieval and workflow distribution.
Data Integrity & Compliance:
Review policy applications and supporting documentation for completeness, proper signatures, and adherence to underwriting guidelines.
Departmental Support & Mail Handling:
Respond to document retrieval requests from internal departments.
Sort and distribute incoming USPS mail and prepare outgoing mail for pickup.
Confidentiality & Discretion:
Handle sensitive and confidential records with professionalism and discretion.
Other Duties:
Perform additional tasks as assigned to support departmental goals.
MINIMUM POSITION QUALIFICATIONS
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.
PHYSICAL REQUIREMENTS
Repeated use of PC, telephone, and office machines.
Extended periods of sitting and concentrating.
Occasional bending, twisting, crouching, pulling, pushing and reaching in an office environment.
Occasional lifting and moving items weighing up to 30 lbs.
WORKING CONDITIONS
Occasional long, irregular work hours.
Work to be conducted in office environment owned or leased by company.
Texas Farm Bureau is an Equal Opportunity Employer (M/F/D/V).
Related keywords
Records AnalystPolicy ServicesDocument ClassificationIndexingData IntegrityComplianceUnderwriting GuidelinesMail HandlingConfidentialityMicrosoft OfficeWordOutlookExcelPowerPointAdministrativeRecords Management
For over six decades, Texas Farm Bureau Insurance has been protecting our members’ moments – the big, the small, and the everyday. Our 850+ agents and over 300 claims personnel provide prompt, efficient, personal service to our more than 530,000 member-families all across our great state. With auto, home, farm and ranch, life, health, as well as other insurance products, we’ve been protecting Texans since 1952. For more information about our organization, please visit txfb-ins.com.
At Texas Farm Bureau Insurance, we have a wide variety of career paths and specialties for our employees. These include business-oriented opportunities in departments like Claims, Underwriting, Legal, Actuarial, Policy Services, and the Project Management Office. Supporting these roles is an expanding team of information technology professionals and financial staff dedicated to keeping our organization modern, stable, and fiscally sound. While the company's home office is in Waco, Texas, many positions are located across the state to support our members in their local areas.
Our full list of available openings can be viewed on our careers page at https://apply.txfb.com/careers.
Texas Farm Bureau has launched thousands of careers during our 60-year history, and our employees' average tenure of over 13 years directly speaks to our family-oriented values and positive workplace culture. Join our team today and become a part of the Texas Farm Bureau family!
Offices: 7420 Fish Pond Rd, Waco, TX 76710, US
InsuranceSix Month Auto InsuranceAgricultural Insuranceand Home InsuranceHealth CareFinancial ServicesMedical
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