The Underwriting & GIO Consultant - Policy and Training will be a member of the team responsible for creating a best in class underwriting and Group Insurance Operations training program with a forward thinking approach to career development and risk assessment in an evolving work environment. In this role, the Underwriter II will assist with the development of policies and procedures that allow the underwriting and Group Insurance Operations teams to operate consistently, with a focus on best practices, efficient workflow, and sound risk acceptance.
Content Creation and Training Delivery
Assists with creating and revising Underwriting and Group Insurance Operations training material. Training material will be focused on (but not limited to):
Providing a thorough understanding of our manual rating approach, including base rates and factors that drive claims cost changes.
Understanding of EIS, OAC, PACS, VUE, DataMart and related core source systems for UW and customer information.
Modifying existing contract training aides and guidelines and/or creating new guidelines.
Modifying existing medical underwriting training aides and guidelines and/or creating new guidelines.
Responsible for delivery of in person training modules. Develop and execute training as needed – including syllabus, schedule, post-training support etc.
Support and participate in the training and change management efforts necessary for UW and Group Insurance Operations to function at a high level during the core systems transformation process.
Assists in the upkeep and maintenance of the training library.
Policy and Procedure Development
Assist in the development and/or revision of UW memorandums, Policy, and Procedure documents, which includes collaboration with partners in Underwriting, Quality Assurance/Audit, Contracts, Claims, Compliance and field partners.
Assists in the upkeep and maintenance of a Policy and Procedure resource library.
Required Knowledge, Skills, Abilities and/or Related Experience
Bachelor of Science in Business, Risk Management or other related area
4+ years’ experience in Underwriting, Contracts or related field
Through understanding of manual rating, including base rates and factors that drive claims cost changes.
Understands PACS, DataMart, Vue and other related (or comparable) systems.
Knowledge of both pre-sale and renewal underwriting, and can convey UW concepts clearly and accurately.
Working knowledge of contract issuance, compliance, and new customer implementation procedures.
Possesses some project management acumen, and has a desire to grow and develop this skill set.
Demonstrated attention to detail
Strong organizational skills; able to prioritize work with limited oversight
Excellent communication and collaboration skills
Displays basic knowledge of excel, power point and other Microsoft office applications.
Ability to Travel: None
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an 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
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.
#LI-Hybrid .
Skills Required
- Bachelor of Science in Business, Risk Management or other related area
- 4+ years' experience in Underwriting, Contracts or related field
- Thorough understanding of manual rating and claims cost factors
- Understanding of PACS, DataMart, VUE and other related systems
- Knowledge of contract issuance and compliance procedures
Reliance Matrix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Reliance Matrix and has not been reviewed or approved by Reliance Matrix.
-
Leave & Time Off Breadth — PTO and holidays are presented as generous, with examples including new‑hire accruals, a paid volunteer day, and enhanced holiday pay for certain schedules. Some accounts highlight excellent PTO accrual and strong time‑off practices in parts of the organization.
-
Retirement Support — A 401(k) with an immediately vested company match is included as a standard offering. This indicates accessible retirement support from the start of employment.
-
Parental & Family Support — Paid parental leave and adoption assistance are part of the package alongside broader wellbeing resources. These elements signal family‑oriented support beyond core medical benefits.
Reliance Matrix Insights
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
