Note: The job is a remote job and is open to candidates in USA. New York Life Insurance Company is dedicated to delivering comprehensive insurance and absence management solutions. The Associate, Fulfillment Analyst role involves fulfilling enrollment materials, ensuring quality and compliance, and supporting cross-functional coordination for client needs.
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
Skills
- 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
- 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
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
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