Policy Services Associate I — Hybrid, PTO & Growth

Sslicny; New York (NY); In loco; USD 26.000 - 33.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual bonus

401(k) match

Medical plans (multiple)

Hybrid work arrangements

Paid Time Off

Descrizione del lavoro

Reliance Matrix is seeking a Policy Services Associate in New York to archive documents, update the policy database, and assist with mailroom duties as needed. You will support the Client Service Representative in handling policyholder communications and perform billing-related administrative tasks.

The role requires high school diploma, strong MS Office skills, and excellent organizational and interpersonal abilities. On-site work is expected with potential hybrid arrangements.

Competenze

• High School Diploma required.
• PC skills using MS Office (Word, Excel, Outlook).
• Well-developed organizational and time management skills.
• Outstanding interpersonal skills with the ability to establish working relationships.
• Confidence, patience, tact and diplomacy when dealing with difficult situations.
• Proficiency in English; effective written and verbal communication.
• Ability to troubleshoot and resolve issues.
• Ability to work effectively as part of a team.

Mansioni

• The Policy Services Associate focuses on archiving documents and updating the policy database.
• Assist with mailroom/office supply needs as staffing requires.
• Handle archiving for multiple digital file trays under management oversight.
• Support Client Service Representatives with client/policyholder communications.
• Process billing, premium handling, suspense management, and research for policies.
• Communicate policy-related information with internal and external customers.
• Assist with broker of record changes and written communications.
• Archive documents in electronic filing systems and scan physical paperwork.
• Manage policy database changes and generate reports; handle workflow tasks.
• Assist with processing new business applications for smooth agent transitions.
• Maintain and update the internal policy database and related paperwork.
• Support accounting with reversals for returned payments and cancelled online payments.

Conoscenze

MS Office

Organizational skills

Interpersonal skills

English proficiency

Verbal communication

Team collaboration

Formazione

High School Diploma

Descrizione del lavoro

Reliance Matrix is seeking a Policy Services Associate in New York to archive documents, update the policy database, and assist with mailroom duties as needed. You will support the Client Service Representative in handling policyholder communications and perform billing-related administrative tasks.

The role requires high school diploma, strong MS Office skills, and excellent organizational and interpersonal abilities. On-site work is expected with potential hybrid arrangements.