Fulfillment Associate

Transcarent

Plymouth Meeting, PA0–2 yrs52m agovia LinkedIn

About the Role

The Fulfillment Associate plays a critical role in ensuring members receive timely access to care by managing the intake, processing, and distribution of medical records and correspondence. This position serves as a key operational partner, supporting the efficient handling of physical and digital mail, medical documentation, and information requests. Through accurate and timely processing, the Fulfillment Associate helps reduce delays in care and supports a positive member experience. Attendance in the Plymouth Meeting, PA office is required Monday through Friday.

Key Responsibilities

  • Collect, organize, scan, and process inbound physical mail and medical records received through mail, USB drives, CDs, and other approved channels.
  • Triage and distribute incoming documents to the appropriate member account and care specialist.
  • Monitor and manage high volumes of inbound emails, faxes, and electronic correspondence to ensure timely review and accurate assignment.
  • Respond promptly to internal requests for medical records, documentation, and member information.
  • Support outbound medical record retrieval efforts, including requests for post-operative notes and related clinical documentation.
  • Maintain accurate record-keeping practices while ensuring compliance with company policies and confidentiality requirements.
  • Collaborate with care teams and operational partners to resolve documentation issues and prevent delays in member care.
  • Prioritize multiple tasks and deadlines in a fast-paced environment while maintaining attention to detail and quality.

Qualifications

Required Qualifications

  • High school diploma or equivalent.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to manage multiple priorities and work effectively in a high-volume environment.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
  • Ability to handle sensitive and confidential information with professionalism and discretion.

Preferred Qualifications

  • Experience working with medical records, healthcare operations, insurance, or administrative support functions.
  • Familiarity with document management systems, fax processing, or records retention practices.
  • Experience working in a customer service or operational support environment.

Core Competencies

  • Attention to Detail
  • Time Management
  • Organization and Prioritization
  • Accountability
  • Teamwork and Collaboration
  • Communication
  • Problem Solving
  • Adaptability

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