Senior Forms & Fulfillment Specialist - Print Campaigns

Penn Mutual; United States; Remote; USD 50,000 - 60,000; Full time

Job summary

Penn Mutual is seeking a Specialist, Forms Administration to ensure accurate and timely maintenance and production of forms, letters, and notices. The role coordinates form updates, revisions, and content changes, collaborating with internal teams and external print vendors to meet timelines and deliverables.

The position emphasizes regulated financial services experience, process improvement leadership, and managing a centralized forms repository with budget-aligned print campaigns.

Qualifications

• 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.

Responsibilities

• Maintain and update forms used across the organization, ensuring current information and branding.
• Coordinate for new forms, revisions, and content changes.
• Partner with internal areas to obtain approvals.
• Manage centralized forms repository and accessibility.
• Post and audit approved forms to external online sources.
• Update correspondence and routine letters and templates.
• Manage direct mail and print campaigns and daily production.
• Produce detailed print specifications and mailing instructions to suppliers.
• Track and resolve print/mail issues and coordinate with teams.
• Obtain print/mailing estimates and align expenses to budgets.
• Inventory and replenishment with fulfillment vendors.
• Ensure procedures are followed.

Skills

Forms administration

Fulfillment operations

Process improvement

Regulated environment experience

Job description

Penn Mutual is seeking a Specialist, Forms Administration to ensure accurate and timely maintenance and production of forms, letters, and notices. The role coordinates form updates, revisions, and content changes, collaborating with internal teams and external print vendors to meet timelines and deliverables.

The position emphasizes regulated financial services experience, process improvement leadership, and managing a centralized forms repository with budget-aligned print campaigns.