Policy administrator

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
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council
Our Values :
• Integrity
• Integrity
• Empowerment
• Compassion
• Collaboration

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

Last updated : 2024-05-06