Director, Records Management

8 - 10 years experience  •  Insurance

Salary depends on experience
Posted on 11/21/17
Fort Wayne, IN
8 - 10 years experience
Salary depends on experience
Posted on 11/21/17

The Role

As the Director, Records Management for Lincoln Financial Group, you will provide leadership and direction for the management and retrieval of policy records for all functions within Records Management for Life, Annuities and Retirement Plan Services operations.  You will lead and direct large scale initiatives to transfer paper records to digitized forms across our key city locations – Greensboro, NC; Fort Wayne, IN; Hartford, CT and Concord, NH.


  • Builds organizational capability within Records Management
  • Directs and oversees the storage, retention, retrieval, and disposition of records across the enterprise
  • Directs and oversees the imaging of paper records to digital forms
  • Identifies and implements process improvements and procedures that enhance performance and/or stakeholder access to records, streamline workflow, and ensure consistency
  • Directs the project planning and resource allocations for ongoing records conversion projects
  • Develops metrics for all phases of the records conversion program
  • Designs and implements training plans and cross-training opportunities based on assessment of team needs
  • Provides expertise to internal stakeholders on best practices in system design and implementation of initiatives that will improve records management processes
  • Stays current with all industry standards for records retention and electronic document management
  • Ensures that the team maintains customer confidentiality while complying with privacy regulations
  • Manages expenses and budget
  • Ensures that top talent is hired and retained


  • 4 YearBachelor's degree or 4+ years of equivalent work experience


  • 7+ Years of records management, imaging, or administrative services experience
  • 3+ years of managerial, supervisory, and/or demonstrated leadership experience
  • Makes a positive contribution as demonstrated by:  Making suggestions for Process Improvement - Learning new skills, procedures and processes
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Demonstrated ability to identify and recommend processes improvements
  • Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)


  • Travel Type: National Domestic
  • Travel Amount: up to 50%  


Requisition #41942

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