Forms Administration Specialist

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Penn Mutual

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1847

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

📋 Description

• Maintain and update forms used across the organization, ensuring information, formatting, branding, and instructions remain accurate and current • Provide hands-on support and/or coordination for new forms, including new business applications and application packages, and routine form revisions • Partner with internal business areas to obtain approvals • Manage a centralized forms repository and ensure the most current forms are accessible • Post and audit approved forms to external online sources • Update correspondence, including standard letters, notices, templates, and other outgoing communications • Manage direct mail and print campaigns and daily production • Facilitate estimation, scheduling, and data processing instructions with internal and external vendor colleagues • Coordinate quality assurance with Information Management & Technology teams when needed • Produce print specifications and mailing instructions for suppliers • Track, investigate, and resolve print and mail issues • Obtain print/mailing estimates and align expenses to department budgets • Maintain fulfillment materials • Manage inventory levels and replenishment orders with fulfillment vendors, including business card and stationery requests • Ensure best practices and documented procedures are followed • Perform related duties, assignments, and special projects

🎯 Requirements

• 3+ years of experience in a forms and fulfillment environment • Experience working in a regulated financial services environment • Experience leading process improvement and change management initiatives