[Remote] Underwriting & GIO Consultant Sr. - Policy and Training
Note: The job is a remote job and is open to candidates in USA. Reliance Matrix is a company focused on creating an inclusive culture and fostering employee potential. They are seeking a Senior Underwriting & GIO Consultant to develop training programs and policies for the underwriting and Group Insurance Operations teams, ensuring efficient workflows and sound risk acceptance.
Responsibilities
- In collaboration with management, the Quality Assurance/Audit team, and other functional departments, this person will play a key role in the development of 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
- Responsible for upkeep and maintenance of the training library
- Identifies and leads 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
- Researches available technology or methods of storing training and P&P and Training data in a logical and user-friendly manner
- Responsible for upkeep and maintenance of the Policy & Procedure resource library
Skills
- Bachelor of Science in Business, Risk Management or other related area
- 7+ 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
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
Company Overview