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About the Role
The Policy Services Associate supports the Client Service Representative in handling client/policyholder and agent/broker service for ongoing policy changes and administrative tasks. This role involves archiving documents, updating the policy database, and assisting with mailroom and office supply needs.
Responsibilities
- Assists with matters related to broker of record changes and written communications.
- Archives documents in an electronic filing system.
- Scans physical paperwork for electronic distribution/filing.
- Manages workflow including policy database changes, correspondence processing, and report generation.
- Assists with processing new business applications.
- Maintains the internal policy database and archives corresponding paperwork.
- Updates policy database based on instructions/correspondence.
- Supports the accounting department with reversals for returned checks and cancelled payments.
- Follows protocols for handling unpaid payments.
- Partners with internal departments, including Accounting, Underwriting, and Policy Services.
- Adheres to a follow-up schedule for all correspondence.
- Supports mail functions such as sorting, stuffing envelopes, stamping, and delivery.
- Communicates matters needing managerial assistance.
- Performs other duties and responsibilities as assigned.
- Participates in special projects as needed.
Requirements
- High School Diploma required.
- Proficiency in English.
- Must be able to work on-site as per assigned schedule and when adjustments are needed due to staffing needs.
Skills
- PC skills using MS Office (Word, Excel, and Outlook)
- Well-developed organizational and time management skills.
- Outstanding interpersonal skills with the ability to establish working relationships with individuals at varying levels both within and outside of the organization.
- Confidence, patience, tact and diplomacy when dealing with difficult situations.
- Effective written and verbal communication skills.
- Ability to troubleshoot and resolve problematic issues.
- Ability to work effectively as part of a team, filling in for co-workers when needed.
- Visual acuity sufficient to perform activities such as preparing and analyzing data and figures, transcribing notes, viewing a computer terminal, and extensive reading.
- Hearing sufficient to understand verbal instructions and answer telephones.
Location
- New York, NY
Work Type
- On-site
- Hybrid
Experience Level
- Entry Level
Education Level
- High School Diploma
Salary/Compensations
- $19.44 - $24.31 hourly
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)
- Company contribution to Health Savings Account for High Deductible Health Plan enrollees
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
About the Company
- At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential.
- We offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Equal Opportunity
- 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.