Receive, sort, scan, validate, and upload incoming physical mail and documents to Applied Epic. Coordinate check handling and deposits, route and resolve misdirected or incomplete items with broker and account teams, support backlog and process improvements, and maintain audit/compliance-ready records.

Receive, sort, scan, validate, and upload incoming physical mail and documents into Applied Epic; coordinate check handling and bank deposits; route and resolve misdirected or incomplete items with agency/broker teams; support backlog processing and process-improvement initiatives while ensuring compliance, audit readiness, and secure handling of sensitive client and financial information.

The job involves assisting in corporate operations related to travel, with a focus on maintaining confidentiality as per EEO guidelines.