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Policy Administrator

ConfidentialUS
Full-time

Posted on


Job Responsibilities and Requirements *This is a hybrid position – 3 days in office. Position can be located in any of the regional sales offices. The Policy Administrator will manage the data entry of all sold new business in the necessary RSL (Reliance Standard Life) systems. They will be responsible for developing relationships with the Implementation Specialist to obtain all information to ensure a new policy is set up and upload of census data is accurately entered. Responsibilities Performs all task related to the submission data entry of ALL new sold lines of business in all RSL systems. Review sold case paperwork to ensure that the necessary documents are provided in order to enter data into system. If necessary, final rate any plan design and/or census changes at submission. Handle and manage the census upload for all new sold business for any list billed customer. Confirm all information entered is accurate and fed to other RSL systems. Communicate with internal partners of status updates or delays on new submitted lines of business. Responsible for the written notification to implementation team upon completion of new lines in systems. Collaborate with internal sales partners and account management for policy maintenance on amendments. Participate in periodic field testing as required by IS projects to ensure data integrity and system effectiveness. Review system and census uploads to ensure accuracy of data. For assigned cases, manage workflow process and inventory handle policy maintenance inclusive of contract amendments, customer & policy maintenance, broker of record changes, terminations as needed in internal systems. Required Knowledge, Skills, Abilities and/or Related Experience 1 year of group insurance and/or system administration experience required. Ability to multitask and work independently with limited supervision Must be able to meet standardized productivity metrics/goals Ability to think through scenarios and use critical thinking skills to work through challenges Expertise in using basic Microsoft Office applications, including Excel and Word Ability to become proficient on all RSL relevant internal RSL applications (PACS, Salesforce, Vue, Salesxpress, STACs, EAS etc.) Ability to Travel: None Work location may be flexible if approved by the Company. What We Offer At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you. That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing. Our Benefits: An annual performance bonus for all team members Generous 401(k) company match that is immediately vested A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account Multiple options for dental and vision coverage Company provided Life & Disability Insurance to ensure financial protection when you need it most Family friendly benefits including Paid Parental Leave & Adoption Assistance Hybrid work arrangements for eligible roles Tuition Reimbursement and Continuing Professional Education Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council Our Values: Integrity Empowerment Compassion Collaboration Fun EEO Statement Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications. #LI-Hybrid #LI-AS1 Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world.

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