Policy Services Associate I: Efficient Archiving & Admin

Reliance Matrix; New York (NY); On-site; USD 26,000 - 33,000; Full time

Benefits offered by this job

Annual performance bonus

401(k) match

Medical plans

Health Savings Account (HSA)

Dental and vision coverage

Life & Disability Insurance

Paid Time Off

Parental Leave

Hybrid work arrangements

Tuition Reimbursement

Job summary

Reliance Matrix is seeking a Policy Services Associate in New York. You will archive documents, update the internal policy database, and assist with mailroom and office supply needs as staffing requires.

You will support client service with policy changes and handle related administrative tasks under management oversight. The role includes billing and premium processing duties, along with research for inforce policies and periodic reporting.

Qualifications

• High School Diploma required.
• Proficiency with MS Office (Word, Excel, Outlook).
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• Ability to work on-site as per schedule; travel none.

Responsibilities

• Archive documents in electronic filing system and maintain organization.
• Update the policy database and process policy changes.
• Assist with billing, premium processing and suspense management.
• Support mail functions and general office duties as needed.
• Communicate with clients, brokers and internal teams to resolve issues.
• Perform special projects as requested by management.

Skills

MS Office

Organizational skills

Time management

Interpersonal skills

Written and verbal communication

Teamwork

English proficiency

Education

High School Diploma

Tools

Electronic filing system

Job description

Reliance Matrix is seeking a Policy Services Associate in New York. You will archive documents, update the internal policy database, and assist with mailroom and office supply needs as staffing requires.

You will support client service with policy changes and handle related administrative tasks under management oversight. The role includes billing and premium processing duties, along with research for inforce policies and periodic reporting.