Jobs at Reliance Matrix

Supports corporate-function projects across Finance, Accounting, HR, Marketing, and Communications. Responsibilities include research, data analysis, reporting, process improvement, cross-functional collaboration, and presenting recommendations to leaders. Interns gain broad exposure to business operations and organizational strategy through a 10-week hybrid summer program.

Prepares investment-related general ledger entries, reconciliations, GAAP and statutory reports, management reporting packages, disclosures, and audit support. Analyzes investment income, positions, fees, accruals, and reporting variances. Supports automation, suspense clearing, workflow improvements, and department initiatives while collaborating with outsourced providers and internal stakeholders.

Manages relationships and customer experience for large national insurance clients. Leads renewal, retention, cross-selling, strategy development, performance guarantees, implementations, and complex client solutions. Analyzes financial and client data, develops customized reporting, supports system changes, and collaborates with sales and internal teams. Requires group insurance expertise, relevant licenses, strong communication and presentation skills, contract negotiation experience, analytical ability, and the capacity to manage complex client relationships independently.

Prospects for, develops, and maintains relationships with financial advisors and sales managers in the financial institutions channel. The role drives annuity sales through territory planning, lead development, product presentations, advisor training, seminars, webinars, and strategic collaboration with relationship managers and internal partners. It also maintains sales activity records and supports revenue objectives.

Leads moderately sized technology operations projects for the Retirement Services business, managing scope, schedules, budgets, resources, risks, stakeholders, requirements, and cross-functional teams. The role provides status reporting, coordinates internal and external partners, supports PMO methodologies, drives operational excellence, and facilitates organizational change and adoption.

Reviews premium activity and account data to identify discrepancies, leakage, and variances. Conducts premium audits, validates calculations and payments, researches account history, and resolves underpayments, overpayments, and reporting issues. Manages an assigned portfolio, communicates with policyholders, brokers, agents, and internal partners, documents findings, follows issues through resolution, identifies recurring problems, and supports process improvement initiatives.

Provides administrative support for a claims department by entering Paid Family Leave and disability claims, filing claimant information in DocuWare, processing mail, faxes, and emails, and protecting confidential health information under HIPAA requirements. The role requires accurate data entry, organization, prioritization, clear communication, teamwork, and a minimum typing speed of 40 words per minute.

Archives and scans policy documents, updates internal policy databases, processes correspondence and new business applications, and supports billing, premium processing, payment reversals, and suspense management. The role assists clients, brokers, agents, Accounting, Underwriting, and Policy Services while handling mailroom tasks, reporting, follow-up, and special projects under management oversight.

Supports actuarial data analysis, reporting, database maintenance, loss experience reviews, pricing, rate adequacy projects, source-file testing, and system conversion initiatives. Prepares reports for business partners and contributes to ad hoc actuarial projects while progressing toward actuarial exams. The 10-week hybrid internship provides hands-on exposure to insurance operations, professional development, and cross-functional collaboration.

Supports insurance underwriting and risk assessment through analysis, research, data review, trend identification, reporting, documentation, and process improvement. Interns gain exposure to insurance products, pricing, and risk management, collaborate with underwriting professionals, and present recommendations to leaders. The 10-week hybrid program includes professional development, networking, and team-based projects.

Lead Salesforce Engineer responsible for Salesforce architecture, development, testing, deployment, integrations, data migrations, troubleshooting, code reviews, and system optimization. The role manages Salesforce CRM and claims configurations, supports managed packages, translates business requirements into solutions, collaborates with vendors and internal teams, documents processes, assists with training, and recommends platform improvements. Travel is required up to 10%.

Leads complex software architecture, development, modernization, integrations, and production problem resolution. Establishes engineering standards and reusable patterns, provides technical direction across systems and teams, reviews designs, mentors engineers, influences roadmaps, and advises leadership on technical risks and tradeoffs. Requires deep Oracle E-Business Suite, PL/SQL, database programming, financial systems, banking integrations, and software development expertise.

Reviews and manages employee accommodation requests, evaluates medical documentation and job restrictions, facilitates the ADA interactive process, and coordinates with employees, healthcare providers, supervisors, HR, and vendors. The role maintains confidential health information, ensures HIPAA compliance, educates stakeholders on accommodations and return-to-work processes, tracks caseloads, documents decisions, and supports process improvements while staying current on applicable laws.

Monitors and reconciles insurance transactions across policy, general ledger, and banking systems while maintaining data integrity and regulatory compliance. Serves as the liaison between Finance, IT, Claims, Underwriting, and vendors on system issues, enhancements, and integrations. Completes regulatory filings and supports automation, analytics, and AI initiatives through requirements definition, data validation, testing, documentation, training, and ongoing monitoring.

Sells group products within an assigned territory, achieves line-of-business sales goals, develops broker relationships, follows administrative and underwriting procedures, and services policyholders and brokers. Supports regional sales office operations as needed while securing profitable business.

Responsible for selling and servicing group employee benefit products within an assigned territory. Develops broker relationships, achieves line-of-business sales goals, follows underwriting and administrative procedures, services policyholders and brokers, and supports regional sales office operations. Requires at least three years of group employee benefits sales experience, with travel of up to 50%.

Lead a regional sales team (5–9 reps) to grow premium, case count, retention and profitability. Develop territory strategies, coach brokers and reps, manage underwriting and operations coordination, ensure CRM and reporting accuracy, drive culture and talent decisions, and handle escalated customer service and implementation issues. Travel nationally up to 50% and maintain personal production (~10%).

This role involves adjudicating LTD claims, conducting investigations, calculating benefits, and managing claims while providing customer service in a high-pressure environment.

Lead and manage a regional sales team to drive premium, case count, retention and profitability. Develop brokers and territory strategies, collaborate with underwriting and internal teams, oversee sales operations and CRM reporting, resolve service issues, and participate in initiatives. Role is primarily managerial (90%) with some personal production and requires travel to support national sales efforts.

Sell and service group employee benefit products within an assigned territory, develop broker relationships, meet sales goals, follow underwriting and administrative procedures, provide service to policyholders and brokers, and support Regional Sales Manager as needed.