Records Professional

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Date: Jan 20, 2023

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

  • Performs record keeping oversight of designated business and corporate areas and provides support to facilitate compliance with NYL's record keepting requirements
  • Vets and updates NYL's Master Retention Schedule on an ad hoc and annual basis to ensure compliance with legal, regulatory and business requirements
  • Performs third party reviews (before on-boarding) to ensure that records and information will be managed in accordance with NYL's record keeping requirements
  • Maintains ownership/custodianship of a taxonomy associated with a key content management system (FileNet). 
  • Provides oversight and support to the business for records stored in off-site storage facilities 
  • Partner with Technology to implement records management policies in Office 365 applications and other repositories (e.g., shared drive)

 

Qualifications:

  • Bachelor's degree or higher; 7+ years of relevent experience at an insurance or financial services company
  • Strong command of records and information governance principles and requirements, and the ability to ensure that policies and procedures are being followed
  • Experience with electronic document management/content management applications
  • Experience with managing off-site storage facility relationships 
  • Experience with records destruction projects
  • Strong knowledge and demonstrated experience with Office 365 applications and associated record keeping functionality
  • Working knowledge of legal and regulatory records retention requirements pertaining to life insurance and broker dealers
  • Ability to work independently, as well as a part of a team
  • Strong verbal, written and interpersonal communication skills with the ability to communicate complex information to a wide variety of audiences
  • Must have an excellent organization, analytical and problem solving skills

 

Required:
CRM (Corporate Records Manager)

 

Preferred:
Information Governance Professional

 

 

 

Salary range: $115,000-$175,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

 

 

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 88407

 

 

 


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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