Reliance Matrix

Title: Sales Training and Readiness Program Location: Atlanta, GA Job Description: Job Responsibilities and Requirements Launch your career with momentum. The STAR (Sales Training and Readiness) Program at Reliance Matrix is your fast track into a dynamic, high‑impact career in Sales. This one‑year immersive program is built for individuals who are hungry to learn, eager to grow, and ready to jump into a role where relationships, strategy, and results matter. As a STAR Associate, you’ll gain hands‑on experience, build your industry expertise, and sharpen your sales and service skills — all while collaborating with leaders who are invested in your success. You won’t just observe the business… you’ll contribute to it. Successful completion of the program propels you directly into a Sales position, where your earning potential and career growth are truly unlimited. Program Overview From day one, you’ll be part of a high‑performing team that will challenge you, support you, and help you grow. Throughout the program, you will: - Master our products and business model through deep‑dive training in group employee benefits, underwriting, and sales strategy. - Learn the inner workings of a regional sales office and see firsthand how we acquire, retain, and support our clients. - Develop world‑class relationship‑building and communication skills — essential for winning business and driving client satisfaction. - Gain your state insurance license, fully sponsored by Reliance Matrix. - Shadow top performers and build your professional network across multiple teams and functions. - Apply your learning immediately by working through real client cases alongside your manager and peers. - Earn your Certified Leave Management Specialist (CLMS) designation, giving you a competitive edge as a recognized leave management expert. By the end of your STAR journey, you’ll be ready to step confidently into your Sales role — equipped with the knowledge, credibility, and skill set to make an impact from day one. Preferred Candidates We’re looking for motivated individuals who thrive in fast‑paced, people‑centric environments: - Seniors pursuing a 4‑year degree OR early‑career professionals (business, marketing, communications or related fields preferred) - Driven, self‑starting, and excited by goals and metrics - Naturally strong communicators who enjoy connecting with people - Organized and able to manage competing priorities - Calm under pressure and adaptable when plans change - Team players who enjoy problem‑solving collaboratively - Able to work onsite at assigned Regional Sales Office What We Offer - Competitive compensation - Career pathing after the program - Professional development/mentorship The expected hiring range for this position is $21.63 hourly for work performed in the primary location (Atlanta, GA). 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 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 #LI-MR2

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership. Client Relationship Management - Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. - Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. - Navigate complex client challenges, ensuring seamless service and satisfaction. - Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence. - Oversee compliance with performance guarantees and contractual obligations. - Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients. Sales & Revenue Growth - Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams. - Develop and execute re-enrollment strategies to maximize client engagement and retention. - Drive revenue growth by expanding product lines and increasing enrollment for existing clients. Operational Excellence - Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes. - Apply advanced project and management skills to prioritize and execute initiatives. - Identify and implement process improvements to enhance efficiency and client experience. Leadership & Mentoring - Serve as a subject matter expert, sharing best practices and mentoring colleagues. - Lead by example, fostering a culture of collaboration, integrity, and continuous improvement. Professional Development - Maintain in-depth knowledge of industry trends, regulatory changes, and technology solutions. - Represent the organization professionally at client meetings, industry events, and internal forums. Required Knowledge, Skills, Abilities and/or Related Experience - Bachelor’s degree in Business or related field. - Minimum 4 years of group insurance client management experience. - State insurance license required. - Proven expertise in client management, consulting, negotiation, and leadership. - Advanced proficiency in Excel, Word, and PowerPoint. - Strong analytical, organizational, and communication skills. - Demonstrated ability to work independently and manage complex projects. - Demonstrated financial aptitude and analytics skills - Ability to Travel: Up to 50% The expected hiring range for this position is $74,680.00 - $107,660.00 annually. 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 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-Remote #LI-MR2

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* The Workforce Accommodations Specialist will work closely with the employee, healthcare provider and employer to explore accommodations that will assist the employee in performing the essential functions of their job. The Specialist reviews complex medical information for temporary and permanent accommodation requests; and works with the client to identify reasonable accommodations under the ADAAA, state law, PWFA and/or client requirements. Duties and Responsibilities: - Conduct thorough and confidential assessments of accommodation requests, including reviewing medical documentation and engaging in an interactive process with employees and their supervisors/HR Partners. - Serve as the primary point of contact for employees with disabilities, providing guidance and support in requesting and implementing reasonable accommodations. - Manage a caseload of open accommodation requests. - Facilitate the interactive process between the employee and their employer to determine the most effective accommodation. - Engage with medical vendors to clarify and validate the request for accommodation. - Review the essential job functions provided by the employer along with restrictions/limitations provided by the employee and their treating provider to confirm the employee can meet the essential functions with or without the accommodation(s) requested. - Stay current on both State and Federal laws and regulations surrounding the ADA and other relevant legislation. - Educate employees and HR on complicated aspects of return to work, accommodations, and complex case processes. - Responsible and accountable for maintaining and protecting personal health information. Must maintain a high level of confidentiality and abide by HIPAA rules and regulations. - Maintains accurate, detailed documentation. - Collaborates with team members, client representatives, and management in identifying and implementing improvement opportunities. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE *or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience* Required Knowledge, Skills, Abilities and/or Related Experience - BS/BA in Human Resource Management, Vocational Rehabilitation, or equivalent work experience - Experience in one or more of the following areas: RTW Services, Labor Relations, Absence Management, Disability Claim Management, Project Management - Experience with ADA (Americans with Disabilities Act) and familiarity with FMLA (Family and Medical Leave Act). - Analytical skills. - Attention to detail. - Sound facilitation skills. - Strong oral and written communication skills. - Ability to work independently. - Strong organizational skills, including the ability to prioritize work and multi-task. PHYSICAL REQUIREMENTS When used in the description below, the following terms are defined as: “Occasional”: done only from time to time, but necessary when it is performed “Frequent”: regularly performed; generally, an act that is required on a daily basis “Continuous”: typically performed for the majority of an employee’s shift Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs., extensive typing, picking up and holding small objects, and otherwise using primarily the fingers rather than the entire hand. Employee is required to have visual acuity sufficient to perform activities such as preparing and analyzing data and figures; transcribing notes; viewing a computer terminal and extensive reading. Employee is required to have hearing sufficient to understand verbal instruction and answer telephones. Reliance Matrix will provide qualified employees with a reasonable accommodation in accordance with applicable law. CORE VALUES - Collaboration - Compassion - Empowerment - Integrity - Fun The above description reflects the general details considered necessary to describe the principal responsibilities and functions of the job identified and shall not be construed as a detailed description of all the work requirements that may be inherent to this job. The expected hiring range for this position is $57,800.00 - $78,040.00 annually. 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 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-Remote #LI-MR1

Title: Underwriting Associate remote type Hybrid locations Philadelphia, PA South Portland, ME time type Full time job requisition id R6498 Job Responsibilities and Requirements Entry level Underwriter with less than one year of related experience; underwrites group insurance applications, within strict guidelines set for the issuance of policies on a standard or substandard basis. Exercises judgment based on the evaluation of collected case data for the acceptance, modification, or rejection of group underwriting requests and reviews decision and rationale with supervisor or higher-level underwriter. Develops a positive relationship with sales partners in the field. Actively strives to acquire group insurance knowledge and develop those analytical skills necessary to foster sound underwriting decisions. Risk Assessment - Analyze information in request for proposal (RFP) to establish a clear understanding of the plan design. - Extrapolate differences from average norms in actuarial manual to specific factors in the RFP (e.g. demographics, industry, occupations) to identify the degree of risk. - Contact internal partners (sales, actuaries, claims) to obtain further information as required. - Address "concerns" raised by underwriting software to facilitate an online quote (accept, decline, modify quote). - Gain a solid understanding of common risk factors and options for mitigating those factors. - May assist in gathering and evaluating data on more complex cases or block of business. Pricing - Following acceptance of a quote, compare metrics of case in question to plan metrics (Build to Manual or Build to Formula for Accident, Critical Illness and Hospital Indemnity). - Gain solid understanding of profitability trends for certain products. - Determine appropriate balance between sales and profitability and create a proposal for sales partners to present. Workflow and Documentation - Become a competent user of the claims system; navigate life cycles, research, manage queues and document decisions and rationale. - Become familiar with resources available to research policy holder, plan information, actuarial manual, etc. - Maintain accurate and adequate file documentation of all underwriting decisions, forms, or correspondence as determined by Company policy or supervisory discretion. - Update renewal inventory database. - Become familiar with Premium Billing System, DataMart, FileNet (Imaging), Varicent and other data processing systems as required. Scope - Less than 500 eligible lives - Routine manual rated quotes - Premium Authority limits: $75,000 single line; $150,000 multi-line - Plan design limit: smaller, simplistic designs - Level of supervision: Closely supervised, receives instruction & direction Required Knowledge, Skills, Abilities and/or Related Experience - Bachelors degree in a related field. - Working knowledge of group insurance products preferred. - State insurance license preferred. - Effective verbal and written communication skills. - Strong mathematical skills and analytical skills. - Excellent organizational skills with the ability to perform detailed and diversified duties including prioritization of high volume/deadline workload. - High level of customer service orientation. - Ability to research and solve problems with supervision. - Proficient computer skills required, including, Word, Excel, Windows, and e-mail. Ability to Travel: Up to 10% The expected hiring range for this position is $25.10 - $31.37 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 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 .

Review and process new annuity applications, ensuring compliance with internal and regulatory standards. Resolve application issues, maintain customer relationships, and provide exceptional service through various communication channels.

Title: Senior HR Operations Analyst Location: Philadelphia, PA Full time Hybrid Job Description: The Senior HR Operations Analyst is a key member of the Total Rewards and HR Operations team and plays a critical role in supporting effective, scalable, and compliant HR service delivery. This role partners closely with HR Operations leadership and HR functional teams to translate business needs, policies, and HR strategy into clear operational processes, system solutions, and actionable insights. HR Operations Execution & Process Enablement - Partners with HR Operations manager to implement, maintain, and continuously improve HR operational processes that support consistent, efficient, and compliant HR service delivery. - Leads the annual review, update, and organization-wide distribution of the Employee Handbook in partnership with HR leadership, Legal, and other stakeholders. - Develops and maintains HR procedures, reference guides, and job aids that translate policies and system functionality into clear, actionable guidance for HR, managers, and employees. - Identifies operational gaps and opportunities for improvement and supports the execution of process enhancements across HR functions. - Independently leads assigned operational, systems, and process improvement projects aligned to broader HR operational priorities. - Provides informal mentorship, guidance, and knowledge sharing to HR support roles (e.g., HR Associate, HR Assistant/Receptionist) as needed. HRIS Partnership, Data Integrity & Compliance Support - Serves as a key operational liaison between HR functional teams - Supports the translation of business and functional needs into operational and system requirements, ensuring solutions are practical, compliant, and scalable. - Partners with HRIS to support configuration, testing, implementation, and post-implementation stabilization. - Supports HR data governance by designing and maintaining data validation reports, audits, and controls to promote data accuracy, consistency, and reliability. - Reviews data audits and partners with HR functional teams to resolve discrepancies and reinforce data quality standards. - Ensures HR operational processes and data practices align with federal, state, and local employment regulations, as well as data privacy requirements and best practices. - Reviews HR transactions and data impacting the HR budget and partners with HR Operations leadership and Finance to address discrepancies as needed. Workforce Metrics, Reporting & Cross-Functional Partnership - Develops, maintains, and supports HR metrics, reports, and dashboards to inform HR leadership and senior management decision-making. - Analyzes trends and patterns in workforce data and partners with HR leaders to interpret insights, risks, and opportunities. - Supports benchmarking and the ongoing evolution of key HR metrics and reporting practices. - Monitors HR budget activity on a monthly basis and partners with Finance and HR Operations leadership to support accuracy and transparency. - Builds strong working relationships across HR functional teams, Finance, IT, Legal, and external partners to support effective execution of HR initiatives. - Communicates proactively and clearly to align stakeholders, surface risks, and support timely resolution of operational issues. Required Knowledge, Skills, Abilities and/or Related Experience - Bachelor’s degree in Human Resources, Business Administration or related field preferred, or equivalent relevant work experience. Minimum of 3-5 years of progressive HR operations or related experience required - Experience with Workday required - Proficiency in MS Office, specifically Excel, Word, and PowerPoint - Strong understanding of end-to-end HR operational processes and service delivery - Experience developing and maintaining HR metrics, reports, and dashboards - Strong analytical skills with the ability to identify trends, patterns, and risks in workforce data - Professional judgement in handling sensitive information and navigating compliance-related matters - Ability to independently manage projects, prioritize work, and drive execution with minimal supervision The expected hiring range for this position is $80,640.00 - $107,660.00 annually 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 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 .

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* The Manager of Document Management & Supplemental Health Operations is responsible for the strategic leadership, operational excellence, and continuous improvement of two critical functional areas: the Document Management Department and the Supplemental Health Operations team. This role ensures efficient document intake, handling, storage, and workflow processes while also overseeing high‑quality service delivery for Supplemental Health products, including claims operations, customer service support, compliance, and performance management. The leader in this position drives cross‑department alignment, promotes a culture of accuracy, customer focus, and operational efficiency, and ensures that all functions support enterprise goals. Key Responsibilities Strategic Leadership & Planning - Develop and execute long‑term strategies for both Document Management and Supplemental Health Operations to improve efficiency, quality, and customer satisfaction. - Establish KPIs, operational benchmarks, and performance scorecards for both functions. - Forecast resource needs and implement scalable processes to support business growth. - Partner with senior leadership across Claims, IT, Compliance, and Product to support enterprise goals. Document Management Oversight - Lead the end‑to‑end document lifecycle, including intake, digitization, indexing, routing, archival, and retrieval. - Oversee the implementation and maintenance of document management systems (DMS), workflow automation tools, and imaging technologies. - Ensure turnaround time (TAT) and accuracy goals are met or exceeded. - Collaborate with IT to ensure system reliability, data security, and process automation enhancements. - Ensure compliance with HIPAA, data privacy regulations, retention policies, and audit requirements. Supplemental Health Operations Oversight - Lead operations supporting Supplemental Health products (e.g., Accident, Critical Illness, Hospital Indemnity, Cancer, and other ancillary coverages). - Oversee claims adjudication, customer support, quality assurance, and process improvement for Supplemental Health. - Ensure claims decisions are accurate, timely, and aligned with policy provisions, regulatory requirements, and departmental guidelines. - Implement workforce planning, training programs, and staff development to enhance team capability and knowledge. - Partner with internal Compliance, Legal, and Risk teams to ensure regulatory and policy adherence. Operational Excellence & Continuous Improvement - Champion automation, digitization, and workflow optimization across both departments. - Identify, evaluate, and implement technology solutions that reduce manual work and improve processing quality. - Utilize data analytics to drive insights, reduce processing variability, and improve customer outcomes. - Foster a culture of transparency, accountability, and continuous improvement. Team Leadership & People Management - Manage, develop, and mentor a multi‑layered team of leaders, supervisors, and specialists. - Promote a high‑performance culture with clear goals and professional development. - Lead change management efforts and communicate strategic priorities clearly and effectively. - Oversee recruitment, workforce planning, and succession planning. Cross‑Functional Collaboration - Work closely with Claims leadership to ensure seamless integration of document handling with claim workflows. - Partner with training, quality, compliance, and product teams to streamline processes and enhance service quality. - Serve as primary liaison between operations teams and technology groups for system enhancements. - Support enterprise initiatives related to customer experience, transformation, risk mitigation, and operational modernization. REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE *or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience* Required Knowledge, Skills, Abilities and/or Related Experience - Bachelor’s degree in Business Administration, Operations Management, Insurance, or related field. - 3-5+ years of leadership experience in insurance operations, claims, document management, or supplemental health. - Demonstrated success leading multi‑functional teams. - Strong understanding of workflow management, imaging systems, and operational controls. - Excellent communication, stakeholder management, and strategic planning skills. - Experience driving process improvement, automation, or digital transformation. Preferred - Prior leadership experience in Supplemental Health products or disability/ancillary benefits operations. Ability to Travel: None PHYSICAL REQUIREMENTS When used in the description below, the following terms are defined as: “Occasional”: done only from time to time, but necessary when it is performed “Frequent”: regularly performed; generally an act that is required on a daily basis “Continuous”: typically performed for the majority of an employee’s shift Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs, extensive typing, picking up and holding small objecting and otherwise using primarily the fingers rather than the entire hand. Employee is required to have visual acuity sufficient to perform activities such as preparing and analyzing data and figures; transcribing notes; viewing a computer terminal and extensive reading. Employee is required to have hearing sufficient to understand verbal instruction and answer telephones. Reliance Matrix will provide qualified employees with a reasonable accommodation in accordance with applicable law. CORE VALUES - Collaboration - Compassion - Empowerment - Integrity - Fun The above description reflects the general details considered necessary to describe the principle responsibilities and functions of the job identified and shall not be construed as a detailed description of all the work requirements that may be inherent to this job. The expected hiring range for this position is $83,580.00 - $120,500.00 annually. 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 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-Remote #LI-MR1

Job Responsibilities and Requirements *This is a part-time position* The Customer Care Representative handles inbound call volume from our customers and business partners to assist with claim status and claim process, explanation of their policy/contract, and service inquiries. Representatives work closely with our callers to address questions and provide policy-related information through building a professional rapport to address all levels of a customer’s inquiry. Duties and Responsibilities: - Answers inbound calls providing customer service to Policyholders, Employees, Brokers, and Claimants. - Communicates complex information in terms callers will understand. - Resolves a wide variety of questions and inquiries for our customers. - Assumes ownership and timeliness in supporting our customers and business partners on claim status, report requests, or policy/contract information. - Performs multiple tasks and navigates through multiple systems simultaneously to service the customers and troubleshoot their questions and issues. - Follows up on customer inquiries when needed. - Maintains established levels of productivity and quality standards within a fast-paced environment. - Handles call volume and assigned service tickets/inquiries during assigned timeframes. - Completes assigned tasks and any other duties as assigned when needed. Required Knowledge, Skills, Abilities, and/or Related Experience: - High School Diploma, or equivalent, required. Relevant associate degree highly preferred. - 1-3 years of call center experience or equivalent customer service experience required. - Ability to work any shift during hours of operations, 8:00 am – 7:00 pm EST, Monday – Friday required. - Excellent verbal and written communication skills. - Excellent problem-solving skills to handle customer problems in a timely and professional manner required. - Financial Services or Insurance industry experienced preferred. - Ability to adapt to a fast-paced environment with highly developed time management and organizational skills required. - Ability to quickly build a rapport with a customer, display empathy, and provide a high level of quality service to customers. - Ability to multi-task and collaborate in a team-focused environment. - Working knowledge in Microsoft Office Applications Ability to Travel: None The expected hiring range for this position is $19.25 - $25.98 hourly. 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 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-Remote .

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* The Manager of Document Management & Supplemental Health Operations is responsible for the strategic leadership, operational excellence, and continuous improvement of two critical functional areas: the Document Management Department and the Supplemental Health Operations team. This role ensures efficient document intake, handling, storage, and workflow processes while also overseeing high‑quality service delivery for Supplemental Health products, including claims operations, customer service support, compliance, and performance management. The leader in this position drives cross‑department alignment, promotes a culture of accuracy, customer focus, and operational efficiency, and ensures that all functions support enterprise goals. Key Responsibilities Strategic Leadership & Planning - Develop and execute long‑term strategies for both Document Management and Supplemental Health Operations to improve efficiency, quality, and customer satisfaction. - Establish KPIs, operational benchmarks, and performance scorecards for both functions. - Forecast resource needs and implement scalable processes to support business growth. - Partner with senior leadership across Claims, IT, Compliance, and Product to support enterprise goals. Document Management Oversight - Lead the end‑to‑end document lifecycle, including intake, digitization, indexing, routing, archival, and retrieval. - Oversee the implementation and maintenance of document management systems (DMS), workflow automation tools, and imaging technologies. - Ensure turnaround time (TAT) and accuracy goals are met or exceeded. - Collaborate with IT to ensure system reliability, data security, and process automation enhancements. - Ensure compliance with HIPAA, data privacy regulations, retention policies, and audit requirements. Supplemental Health Operations Oversight - Lead operations supporting Supplemental Health products (e.g., Accident, Critical Illness, Hospital Indemnity, Cancer, and other ancillary coverages). - Oversee claims adjudication, customer support, quality assurance, and process improvement for Supplemental Health. - Ensure claims decisions are accurate, timely, and aligned with policy provisions, regulatory requirements, and departmental guidelines. - Implement workforce planning, training programs, and staff development to enhance team capability and knowledge. - Partner with internal Compliance, Legal, and Risk teams to ensure regulatory and policy adherence. Operational Excellence & Continuous Improvement - Champion automation, digitization, and workflow optimization across both departments. - Identify, evaluate, and implement technology solutions that reduce manual work and improve processing quality. - Utilize data analytics to drive insights, reduce processing variability, and improve customer outcomes. - Foster a culture of transparency, accountability, and continuous improvement. Team Leadership & People Management - Manage, develop, and mentor a multi‑layered team of leaders, supervisors, and specialists. - Promote a high‑performance culture with clear goals and professional development. - Lead change management efforts and communicate strategic priorities clearly and effectively. - Oversee recruitment, workforce planning, and succession planning. Cross‑Functional Collaboration - Work closely with Claims leadership to ensure seamless integration of document handling with claim workflows. - Partner with training, quality, compliance, and product teams to streamline processes and enhance service quality. - Serve as primary liaison between operations teams and technology groups for system enhancements. - Support enterprise initiatives related to customer experience, transformation, risk mitigation, and operational modernization. REQUIRED KNOWLEDGE, SKILLS, ABILITIES, COMPETENCIES, AND/OR RELATED EXPERIENCE *or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience* Required Knowledge, Skills, Abilities and/or Related Experience - Bachelor’s degree in Business Administration, Operations Management, Insurance, or related field. - 3-5+ years of leadership experience in insurance operations, claims, document management, or supplemental health. - Demonstrated success leading multi‑functional teams. - Strong understanding of workflow management, imaging systems, and operational controls. - Excellent communication, stakeholder management, and strategic planning skills. - Experience driving process improvement, automation, or digital transformation. Preferred - Prior leadership experience in Supplemental Health products or disability/ancillary benefits operations. Ability to Travel: None PHYSICAL REQUIREMENTS When used in the description below, the following terms are defined as: “Occasional”: done only from time to time, but necessary when it is performed “Frequent”: regularly performed; generally an act that is required on a daily basis “Continuous”: typically performed for the majority of an employee’s shift Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs, extensive typing, picking up and holding small objecting and otherwise using primarily the fingers rather than the entire hand. Employee is required to have visual acuity sufficient to perform activities such as preparing and analyzing data and figures; transcribing notes; viewing a computer terminal and extensive reading. Employee is required to have hearing sufficient to understand verbal instruction and answer telephones. Reliance Matrix will provide qualified employees with a reasonable accommodation in accordance with applicable law. CORE VALUES - Collaboration - Compassion - Empowerment - Integrity - Fun The above description reflects the general details considered necessary to describe the principle responsibilities and functions of the job identified and shall not be construed as a detailed description of all the work requirements that may be inherent to this job. The expected hiring range for this position is $83,580.00 - $120,500.00 annually. 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 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-Remote #LI-MR1

Job Responsibilities and Requirements Job Responsibilities and Requirements: The Customer Care Representative handles inbound call volume from our customers and business partners to assist with claim status and claim process, explanation of their policy/contract, and service inquiries. Representatives work closely with our callers to address questions and provide policy related information through building a professional rapport to address all levels of a customer’s inquiry. Duties and Responsibilities: • Answers inbound calls providing customer service to Policyholders, Employees, Brokers, and Claimants • Communicates complex information in terms callers will understand • Resolves a wide variety of questions and inquiries for our customers • Assumes ownership and timeliness in supporting our customers and business partners on claim status, report requests, or policy/contract information • Performs multiple tasks and navigates through multiple systems simultaneously to service the customers and troubleshoot their questions and issues • Follows up on customer inquiries when needed • Maintains established levels of productivity and quality standards within a fast-paced environment • Handles call volume and assigned service tickets/inquiries during assigned timeframes • Completes assigned tasks and any other duties as assigned when needed • Has developed broad specialized skills or is multi-skilled through job-related training and considerable on-the-job experience • Completes work with a limited degree of supervision • Likely to act as an informal resource for colleagues with less experience • Identifies key issues and patterns from partial/conflicting data • Problems typically are not routine and require analysis to understand • Takes a broad perspective to problems and spots new, less obvious solutions Required knowledge, skills, abilities, competencies and/or related experience: *or equivalent experience gained from any combination of formal education, on-the-job training, and/or work and life experience* • High School Diploma, or equivalent, required. Relevant Associates Degree highly preferred • 1-3 years of call center experience or equivalent customer service experience required • Ability to work any shift during hours of operations, 8:00 am – 7:00 pm EST, Monday – Friday required • Excellent verbal and written communication skills • Excellent problem-solving skills to handle customer problems in a timely and professional manner required • Financial Services or Insurance industry experienced preferred • Ability to adapt to a fast-paced environment with highly developed time management and organizational skills required • Ability to quickly build a rapport with a customer, display empathy, and provide a high level of quality service to customers • Ability to multi-task and collaborate in a team-focused environment • Working knowledge in Microsoft Office Applications Ability to Travel: None COMPETENCIES • Collaboration • Drive for Excellence • Communication • Learning Agility • Leading Self PHYSICAL REQUIREMENTS When used in the description below, the following terms are defined as: “Occasional”: done only from time to time, but necessary when it is performed “Frequent”: regularly performed; generally an act that is required on a daily basis “Continuous”: typically performed for the majority of an employee’s shift Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs, extensive typing, picking up and holding small objecting and otherwise using primarily the fingers rather than the entire hand. Employee is required to have visual acuity sufficient to perform activities such as preparing and analyzing data and figures; transcribing notes; viewing a computer terminal and extensive reading. Employee is required to have hearing sufficient to understand verbal instruction and answer telephones. Reliance Standard Life Insurance will provide qualified employees with a reasonable accommodation in accordance with applicable law. The expected hiring range for this position is $18.00 hourly. 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 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-Remote #LI-MR1