Fulfillment Specialist I

This position requires a high degree of multi-tasking.  You will learn and become an expert in a multitude of variations associated with our products and partner implementations.  Excellent communication skills are required.  You must have an attention to detail and be able to properly prioritize projects. This position will work under supervision and with other teams and departments.

Success in this position will require monitoring files, understanding processes, the ability to solve problems and effectively communicate both internally and externally. You must drive to keep yourself and others held accountable to deadlines and follow up with internal and external parties, while maintaining a high level of professionalism. Microsoft Office suite skills are required. Adobe suite skills preferred. 

What you’ll be doing 

  • Perform daily and monthly fulfillment tasks of print and debit card materials related to HealthEquity’s health care accounts and commuter/transit benefits (including daily print production files, monthly account statements, annual tax forms, etc.)
  • Work directly with print and fulfillment vendors to ensure expectations are met
  • Assist in updating various materials and forms to be posted online in member and client portals
  • Review vendor proofs and verify welcome kit setup with print production vendors
  • Ownership of the special mailings process to print and mail letter communications, including scheduled letters and one-time requests
  • Work closely with Communications team to maintain print and mail processes
  • Become knowledgeable of the Workfront app and use to manage communications requests
  • Fulfill special requests related to card package collateral and cards such as expediting cards and materials to members or clients
  • Collaborate with internal teams including Communications, Marketing, Member and Client Services, Account Management to assist with various internal projects as they relate to fulfillment

What you will need to be successful

  • Bachelors degree in marketing or communications is preferred
  • 2-3 years of experience in an operational role preferably related to fulfillment.
  • Some printing and mailing experience with print vendors
  • Strong PC skills including MS Excel, Word, Access, and PowerPoint
  • Ability to manage work in Workfront and SharePoint apps
  • Be a strong team player, well organized and able to handle multiple assignments and responsibilities simultaneously
  • Solid analytical and problem-solving skills
  • Excellent communication skills
  • An understanding of healthcare financial accounts (HSA, FSA and HRA) and Commuter/Transit benefits is highly desirable
  • Adobe suite skills preferred with an emphasis on InDesign, Illustrator, and/or Photoshop

This is a remote position.

Salary Range

$14.25 To $20.00 / hour

Benefits & Perks

The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

  • Medical, dental, and vision
  • HSA contribution and match
  • Dependent care FSA match
  • Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
  • Adventure accounts
  • Paid parental leave
  • 401(k) match
  • Personal and healthcare financial literacy programs
  • Ongoing education & tuition assistance
  • Gym and fitness reimbursement
  • Wellness program incentives

Why work for HealthEquity 

HealthEquity has a vision that by  2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.