Apply on Employer Site

Apogem Capital · 8 hours ago

Associate, Fulfillment Analyst

United States

Full-time

Remote

New Grad, Entry Level

$57K/yr - $82K/yr

Apogem Capital is a company that provides comprehensive insurance and absence management solutions for mid-sized and large companies. The Associate, Fulfillment Analyst role involves fulfilling enrollment material requests, developing marketing materials, and supporting cross-functional coordination and continuous improvement initiatives.

Financial Services

Responsibilities

Fulfill enrollment and ongoing education material requests in alignment with defined SLAs, quality standards, and compliance requirements

Develop, customize, and review enrollment and marketing materials including, but not limited to, pre-enrollment flyers, posters, e-cards, rate sheets, benefit summaries, educational presentations (live and virtual), and enrollment forms

Interpret policy language and underwriting guidance to accurately produce benefit summaries, enrollment forms, beneficiary forms, and evidence of insurability documents

Verify accuracy, completeness, and compliance of all materials prior to release to brokers, clients, or internal partners

Coordinate printing, shipping, and fulfillment logistics as required

Partner with Enroller Managers and internal stakeholders to understand material and training needs for upcoming enrollment events

Support a consistent requester and client experience by adhering to intake processes, communication standards, and documentation requirements

Identify and escalate risks, exceptions, or ambiguities early to prevent rework, delays, or compliance exposure

Participate in continuous improvement activities and tools that add measurable value to the business area, including but not limited to team huddles, root cause problem solving sessions, standard work documentation, and workflow optimization

Contribute feedback on enrollment tools, systems, vendor outputs, and processes, identifying opportunities to improve efficiency, quality, scalability, and client experience

Support team initiatives and projects aimed at scaling enrollment fulfillment capabilities to meet increasing volume and complexity

Demonstrate accountability for reducing rework, improving turnaround time, and maintaining quality performance over time

Qualification

Process-drivenDetail-orientedCritical thinkingMicrosoft OfficeAdobe AcrobatOperational systemsVerbal communicationWritten communicationProblem-solvingTeam collaboration

Required

Bachelor's degree strongly preferred or equivalent relevant experience

Experience working in a detail-oriented, process-driven environment with a strong focus on accuracy and quality

Proven ability to work independently while managing multiple assignments with competing deadlines

Strong critical thinking and problem-solving skills, particularly in navigating ambiguity and complex operational processes

Strong written and verbal communication skills with attention to detail

Experience working with operational systems and document workflows

Proficiency with Microsoft Office and Adobe Acrobat, including creating, editing, saving, and managing electronic documents

Preferred

Experience using Smartsheet or similar workflow, intake, and reporting tools to support operational tracking and continuous improvement is a plus but not required

Prior experience in insurance, group benefits, or another regulated industry is a plus, but not required