Records Management Consultant
Job Description:
• 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
• Insurance industry experience preferred
• Professional certifications related to insurance or records management preferred
• 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 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.
Benefits:
• 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
Apply Now
Apply Now
• 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
• Insurance industry experience preferred
• Professional certifications related to insurance or records management preferred
• 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 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.
Benefits:
• 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
Apply Now
Apply Now