Fulfillment Associate

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. Because this role is responsible for handling physical mail and medical records, attendance in the Plymouth Meeting, PA office is required Monday through Friday.

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.

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

Why This Role Matters

The Fulfillment Associate is a vital part of the member journey. By being in office Monday – Friday, we can ensure medical records, provider documentation, and correspondence are processed accurately and efficiently. This role directly contributes to reducing care delays and helping members receive the support they need when they need it most.

Who We Are

Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious.

More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members.

Benefits

• Competitive medical, dental, and vision coverage
• Competitive 401(k) Plan with a generous company match
• Flexible Time Off/Paid Time Off, 13 paid holidays
• Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
• Mental Health and Wellness benefits

Schedule

Monday through Friday, on-site at the Plymouth Meeting, PA office.

Pay

Individual compensation packages are based on primary work location, skills, experience, market demands, and internal equity. Salary is one component of Transcarent's total package; all regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.