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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 :
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
Full Time
$50k-64k (estimate)
05/08/2024
05/23/2024
The job skills required for Policy administrator include Salesforce, Microsoft Office, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Policy administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Policy administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Policy administrator positions, which can be used as a reference in future career path planning. As a Policy administrator, it can be promoted into senior positions as an Enrollment & Billing Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Policy administrator. You can explore the career advancement for a Policy administrator below and select your interested title to get hiring information.