Fulfillment Specialist

LegalEASE

Fulfillment Specialist

Houston, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Competitive salary

    Dental insurance

    Free food & snacks

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    Wellness resources

    About LegalEASE LegalEASE provides legal insurance benefits to employers and employees nationwide. For more than 50 years, we’ve set the industry standard for exceptional service and member support. Our team is committed to delivering high-quality, accurate, and timely service in a professional and people-centered environment.

    We are seeking a highly organized, detail-oriented Enrollment & Fulfillment Specialist to join our Administration Department. This role is essential to ensuring that members receive accurate enrollments, timely fulfillment packets, and exceptional service—especially during high-volume periods.

    Position Summary The Enrollment & Fulfillment Specialist is responsible for processing member enrollments, managing fulfillment and shipping of policy packets, and maintaining secure and accurate member data. This is a high-volume, detail-intensive role that includes administrative processing along with hands-on shipping, packing, and fulfillment responsibilities. The ideal candidate thrives in a fast-paced environment, is committed to accuracy, and maintains professionalism in all internal and external interactions.

    Key Responsibilities

    Process fulfillment packets, policy documents, and high-volume outbound shipments.

    Complete enrollment updates including adds, drops, changes, and verifications.

    Maintain accurate enrollment and fulfillment data using MS Excel or similar tools.

    Verify member information and process refunds as required.

    Manage incoming returned mail and ensure corrections are completed promptly.

    Work with urgency and accuracy to meet internal processing and fulfillment goals.

    Communicate clearly, professionally, and enthusiastically with internal/external stakeholders.

    Build strong, long-term relationships with members, clients, and colleagues.

    Respond to all phone messages and emails within 24 hours/same day.

    Research enrollment or payment issues and provide timely resolution.

    Identify improvements to enhance service levels and process efficiency.

    Take ownership of tasks and ensure follow-through and completion.

    Maintain a deep understanding of LegalEASE systems, workflows, and policies.

    Provide backup support to Administration and other departments during outages or high-volume periods.

    Perform other duties as assigned.

    Qualifications Required

    Meticulous attention to detail with strong accuracy in data processing

    Ability to manage multiple priorities in a fast-paced environment

    Strong analytical and problem-solving abilities

    Excellent written and verbal communication skills

    High level of professionalism and discretion

    Proficiency in Microsoft Office Suite, especially Excel and Word

    Preferred

    Bachelor’s degree

    Shipping, fulfillment, warehouse, or mailroom experience (packing, labeling, bulk mailing)

    Experience working in a high-volume or production-like environment

    Comfort with physically demanding tasks such as lifting, carrying, and prolonged standing

    Prior experience in benefits, insurance, or administrative operations

    Strong organizational ability with efficiency in handling repetitive tasks

    Work Environment This role operates in a clerical office setting and regularly uses computers, phones, printers, scanners, and shipping equipment/materials.

    Physical Demands

    Regularly requires speaking, hearing, and extended periods of computer work

    Frequently requires standing, walking, bending, reaching, and handling fulfillment materials

    Must be able to lift, move, and carry boxes weighing up to 30–40 lbs on a regular basis

    May require prolonged standing or packing during peak fulfillment seasons

    Schedule & Hours

    Full-time, non-exempt position (OT eligible)

    Expected 40–50 hours per week

    Work hours fall between 7:00 AM – 7:30 PM, 8 hour shift determined with the Director

    Overtime—including some weekends—is expected during peak seasons, with advance notice

    Includes company-paid holidays, personal days, sick days, and vacation days

    Travel Requirements

    Less than 10% travel may be required

    Work Authorization & Security Clearance A criminal background investigation is conducted on all Legal Access Plans employees. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.

    AAP/EEO Statement Legal Access Plans is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.