Records Analyst I

Texas Farm Bureau - Insurance Agents; Waco (TX); On-site; USD 38,000 - 48,000; Full time

Job summary

Texas Farm Bureau Casualty Insurance Company in Texas seeks a Policy Services Records Analyst to ensure accurate classification, storage, and retrieval of documents to support workflow and compliance. The role supports multiple departments by maintaining document integrity, assisting with mail operations, and safeguarding sensitive information in an office environment.

Responsibilities include indexing documents, reviewing applications for completeness, and handling confidential records with

Qualifications

• High School Diploma or GED is required.
• Proficiency in written and verbal communication.
• Experience with document management is a plus.
• Ability to learn new software and processes quickly.
• Familiarity with office equipment and mail operations.

Responsibilities

• Classify and index documents by policy and line of business.
• Review applications for completeness and signatures.
• Handle mail distribution and maintain confidential records.
• Support additional duties to meet departmental goals.

Skills

Strong communication skills

Attention to detail

Organizational skills

Team collaboration

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

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.
• 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 Bureauis an Equal Opportunity Employer (M/F/D/V).