Policy Services Associate I - SSL

Reliance Matrix•New York, NY

16d•$19 - $24•Onsite

About The Position

The Policy Services Associate I focuses on archiving documents, updating the policy database, and assisting with mailroom and office supply needs when staffing requires it. The role performs most duties with management oversight and handles archiving for multiple digital file trays. It supports Client Service Representatives with ongoing service for clients, policyholders, and agents or brokers, including policy changes and other administrative aspects of their plans. The position also performs administrative work involving billing, premium processing, suspense management, and research for self-administered and list-billed in-force policies, including policy-related communications with internal and external customers. The expected hiring range is $19.44–$24.31 per hour for work performed in the primary location of New York, NY. This range covers base pay only; starting pay depends on factors including work location, job-related skills, experience, qualifications, and market conditions. Work location may be flexible with company approval. The role must be performed on-site according to the assigned schedule and as staffing needs require; hybrid arrangements may apply to eligible roles. Reliance Matrix describes an inclusive culture and offers a competitive pay package and benefits intended to support team members’ financial, physical, and mental well-being.

Requirements

High school diploma required, or equivalent experience gained through a combination of formal education, on-the-job training, work, and life experience.
PC skills using Microsoft Word, Excel, and Outlook.
Well-developed organizational and time-management skills.
Strong interpersonal skills and ability to establish working relationships with people at varying levels inside and outside the organization.
Confidence, patience, tact, and diplomacy when handling difficult situations.
Proficiency in English.
Effective written and verbal communication skills.
Ability to troubleshoot and resolve problematic issues.
Ability to work effectively as part of a team and fill in for coworkers when needed.
Must work on-site according to the assigned schedule and when adjustments are needed due to staffing needs.
Ability to meet the stated physical requirements, including prolonged sitting, frequent standing, walking up to one mile, bending, crouching, kneeling, reaching, occasional lifting of 25 pounds, extensive typing and reading, and sufficient visual acuity and hearing for the described duties.

Responsibilities

Assist with broker-of-record changes and related written communications.
Archive documents in the electronic filing system according to document type and size.
Scan physical paperwork for electronic distribution and filing.
Manage workflow, including policy database changes, physical and electronic correspondence processing, and report generation.
Assist with timely processing of new business applications to support a smooth transition for agents and provide quality service.
Maintain the internal policy database, make changes, and archive corresponding paperwork for future reference.
Update the policy database based on instructions and correspondence.
Support the Accounting Department with reversals related to returned checks and cancelled online credit card and ACH payments.
Follow established protocols for handling payments returned or unpaid by banks and credit card companies.
Partner with internal departments, particularly Accounting, Underwriting, and Policy Services, as needed.
Follow up on written and oral correspondence according to the established schedule, as needed.
Support mail functions, including sorting, stuffing envelopes, stamping, and delivery to the post office.
Communicate matters requiring managerial assistance clearly to support timely resolution.
Assist with mailroom and office supply needs when staffing requires it.
Perform other assigned duties and special projects; duties and activities may change with or without notice.

Benefits

Annual performance bonus for all team members.
401(k) company match that is immediately vested.
Choice of three medical plans with prescription drug coverage; company contribution to a Health Savings Account for High Deductible Health Plan enrollees.
Dental and vision coverage options.
Company-provided life and disability insurance.
Paid parental leave and adoption assistance.
Hybrid work arrangements for eligible roles.
Tuition reimbursement and continuing professional education.
Paid time off, with new hires starting with at least 20 days per year, plus nine company-paid holidays; PTO may increase with company level and years of service.
Volunteer days and community partnerships.
Employee Assistance Program.
Employee Resource Group program.