Underwriting Operations Associate II

Job Responsibilities and Requirements

Performs a variety of more complex underwriting support duties, which may include triaging, rating, and proposing new business for larger, more complex cases, PACS/EIS system set-up, policy related communication, complete renewal preparation, and training and mentoring fellow team members.  Responsible for tracking and reporting on all activities for the renewal block assigned and ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.

Underwriting Support

• Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.

• Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting and proposing for all business lines.

• Coordinates the entire Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.

• Assists National Accounts underwriters, by researching, pulling experience, etc.

• Reviews and approves Rate Increase Compensation requests.

• Handles correspondence with agents, field offices, brokers and policyholders.

• May be responsible for training and auditing work of fellow team members.

• May be assigned special projects and other developmental activities as opportunities arise.

• Any other job-related duty as deemed appropriate by management.

• Utilize all systems and software including EIS, PACS, Salesforce, Teams, Outlook, Word and Excel.

• Meets set productivity goals, quality goals and all team metrics. 

• Update sales tracking system (Salesforce) with all required RFP and Renewal information.

• Support and aid Supervisors as necessary.

• Provide back-up coverage for other team members.

• Attend continuing education as set by the Leadership team.

• Special office projects, as needed.

• Attend sales and underwriting meetings, activities as deemed appropriate.

• Develop and maintain cooperative partnerships with Regional Sales Staff & Home Office Departments.

• Work closely to ensure effective communication with sales reps, brokers and partners.

Required Knowledge, Skills, Abilities and/or Related Experience

• High School diploma or equivalent required. Associates and/or bachelor’s degree highly preferred.

• A minimum of 2 years employee benefits (or related) experience is required.

• Product knowledge and strong basic mathematical skills are required.

• Strong written and oral communication skills required.

• Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.

• Superior organization and project management skills are required.

• Proven expertise in managing Excel Spreadsheets – may be required to pass Excel testing.

• Proficient computer skills required, including Word, Excel, Windows, Outlook, and Teams

• Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals and renewal positions.

• A deadline/results orientation and extraordinary attention to detail

• Proven ability to provide a strong customer service experience

Ability to Travel: None

The expected hiring range for this position is $24.61 - $30.75 hourly for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

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:

• 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) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• 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.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

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.

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