Policy Fulfillment Specialist

Position Overview

We are seeking a detail-oriented Policy Fulfillment Specialist to support policy fulfillment operations for a leading insurance client. In this role, you will be responsible for assembling, reviewing, and preparing insurance policy documents for shipment while ensuring the highest level of accuracy and confidentiality. This position is ideal for someone who enjoys structured processes, working with data and documents, and maintaining quality standards in a fast-paced environment.

What You'll Do

• Assemble insurance policy packets and support documentation according to established procedures.
• Perform quality checks to ensure documents are accurate, complete, and assigned to the correct recipient.
• Handle confidential and sensitive information with a high degree of accuracy and discretion.
• Create shipping labels and prepare outgoing packages through UPS.
• Retrieve, download, and print documents from shared network drives as needed.
• Maintain records, spreadsheets, and tracking logs to support daily operations.
• Communicate professionally with client contacts regarding policy requests, updates, and fulfillment activities.
• Utilize Microsoft Outlook, Excel, shared drives, and other business systems to manage workflow.
• Support service-level commitments and ensure timely completion of all assigned work.

Qualifications

Must Have

• Strong attention to detail and commitment to accuracy.
• Basic proficiency with Microsoft Office, including Outlook and Excel.
• Experience working with data, spreadsheets, and shared/network drives.
• Strong written and verbal communication skills.
• Ability to handle confidential information responsibly.
• Strong organizational skills and the ability to follow established procedures.
• Ability to work independently and manage multiple priorities.

Nice to Have

• Experience in document processing, records management, fulfillment, mailroom, print services, or administrative operations.
• Experience with UPS or other shipping platforms.
• Experience working in insurance, financial services, healthcare, or other regulated environments.
• Familiarity with quality control and document verification processes.

Why Join Us?

This role offers the opportunity to support a critical client operation where accuracy, organization, and attention to detail directly impact customer outcomes. You'll work in a professional environment with the autonomy to manage your daily workflow while serving as a key contributor to