Teams at Reliance Matrix

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.

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.

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.