Fulfillment and Enrollment Associate Job at Daybright Financial, Lakeland, FL

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  • Daybright Financial
  • Lakeland, FL

Job Description

Position Overview

The Fulfillment & Enrollment Processing Associate plays a vital role in handling both mail intake and print operations, as well as processing enrollment documents to ensure accurate and timely data entry. Reporting to the Operations Team Lead, this role is responsible for managing incoming mail, preparing outbound communications, and ensuring accurate processing of enrollment applications and supporting documents. The ideal candidate has a keen eye for detail, strong organizational skills, and the ability to work efficiently in a high-volume, deadline-driven environment.

Key Responsibilities

Mail & Print Fulfillment

  • Receive, sort, and process incoming mail, ensuring proper routing and handling.
  • Operate high-volume printers, folders, and inserters to generate outbound mail.
  • Prepare and package printed materials for mailing, ensuring compliance with postal regulations.
  • Perform quality checks on printed and mailed materials to ensure accuracy and adherence to company standards.
  • Apply postage and coordinate with mail carriers for timely distribution.
  • Maintain inventory of print supplies, envelopes, and mailing materials.
  • Troubleshoot minor issues with printers and mail processing equipment.
  • Scan incoming checks and deposit to the appropriate account

Enrollment Processing

  • Review and verify enrollment applications, ensuring completeness and accuracy.
  • Enter and update participant information in enrollment and record-keeping systems.
  • Process changes to enrollment records, such as demographic updates and plan modifications.
  • Research and resolve enrollment discrepancies in coordination with internal teams and external partners.
  • Maintain accurate records of processed enrollments and document retention per company policies.
  • Ensure compliance with regulatory and company guidelines in handling sensitive participant data.

Quality Control & Compliance

  • Perform regular audits on mail, print, and enrollment data to ensure accuracy and consistency.
  • Ensure secure handling and confidentiality of sensitive participant and client information.
  • Follow company policies and industry regulations related to data privacy and document processing.
  • Identify and report any discrepancies or errors to the appropriate team for resolution.

Process Improvement & Workflow Management

  • Continuously assess workflows and suggest improvements to enhance efficiency.
  • Collaborate with team members to optimize mail intake, print fulfillment, and enrollment processing.
  • Assist with special projects related to document processing, system updates, and operational improvements.

Qualifications & Skills

  • High school diploma or equivalent required; associate or bachelor's degree preferred.
  • Previous experience in mailroom operations, print fulfillment, or enrollment processing is a plus.
  • Strong attention to detail and accuracy in data entry and document handling.
  • Familiarity with mail processing equipment, high-volume printers, and postage meters.
  • Ability to handle confidential information securely and in compliance with company policies.
  • Basic computer skills, including proficiency in Microsoft Office and data entry systems.
  • Strong organizational skills with the ability to prioritize tasks in a fast-paced environment.
  • Excellent communication skills for collaborating with internal and external stakeholders.
  • Ability to lift and transport mail trays, paper, and other materials (up to 50 lbs).

Why Join Us?

This role offers a dynamic opportunity to be part of a fast-paced operations team, working at the intersection of print fulfillment, mail intake, and enrollment processing. If you are detail-oriented, thrive in a structured environment, and enjoy contributing to efficient business processes, we encourage you to apply.

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