Forms Administration Specialist

Penn Mutual

. Maintain and update forms used across the organization, ensuring information, formatting, branding, and instructions remain accurate and current .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing forms and fulfillment processes within a regulated financial services environment, ensuring accuracy and compliance while leading process improvement initiatives.

Highest-signal resume keywords

Forms ManagementFulfillment CoordinationProcess ImprovementChange ManagementRegulated Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Forms UpdatingData ProcessingQuality AssurancePrint SpecificationsInventory Management

Soft Skills

CollaborationProblem-SolvingCommunication

Tools & Technologies

Centralized Forms RepositoryDirect Mail CampaignsProduction Management

Industry Keywords

Regulated EnvironmentFinancial ServicesBest PracticesDocumented Procedures

About the role

Key responsibilities & impact

Maintain and update forms used across the organization, ensuring information, formatting, branding, and instructions remain accurate and current
Provide hands-on support and/or coordination for new forms, including new business applications and application packages, and routine form revisions
Partner with internal business areas to obtain approvals
Manage a centralized forms repository and ensure the most current forms are accessible
Post and audit approved forms to external online sources
Update correspondence, including standard letters, notices, templates, and other outgoing communications
Manage direct mail and print campaigns and daily production
Facilitate estimation, scheduling, and data processing instructions with internal and external vendor colleagues
Coordinate quality assurance with Information Management & Technology teams when needed
Produce print specifications and mailing instructions for suppliers
Track, investigate, and resolve print and mail issues
Obtain print/mailing estimates and align expenses to department budgets
Maintain fulfillment materials
Manage inventory levels and replenishment orders with fulfillment vendors, including business card and stationery requests
Ensure best practices and documented procedures are followed
Perform related duties, assignments, and special projects

Requirements

What you’ll need

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