Premium Audit & Account Resolution Specialist

Reliance Standard Life Insurance Company•New York, NY

2d•Hybrid

About The Position

The Premium Audit & Account Resolution Specialist proactively reviews premium and account activity to identify discrepancies, potential premium leakage, and accounts needing further attention. The specialist manages an assigned portfolio of groups, conducts detailed premium and account reviews, analyzes reporting and account data, and determines appropriate next steps to resolve identified issues. The role works with policyholders, brokers, agents, and internal business partners to research and resolve complex premium and account matters, and participates in special projects supporting Premium Services. The position may require travel up to 10%.

Requirements

Insurance industry experience; New York DBL/PFL experience is preferred.
Typically, 3+ years of experience in premium audit, billing, collections, underwriting support, policy services, finance, or related insurance operations is preferred.
Strong analytical, research, and problem-solving skills, including the ability to review information, identify issues, and determine appropriate next steps.
Strong organization, follow-up, documentation, time management, and attention to detail, with the ability to manage multiple open items through resolution.
Effective written and verbal communication and relationship-building skills, including working with policyholders, agents, brokers, and internal business partners while maintaining accuracy, accountability, and customer service.
Ability to travel up to 10%.
Physical requirements include prolonged sitting; frequent standing; walking distances up to one mile; bending, crouching, kneeling, and reaching; occasional lifting of 25 pounds; extensive typing; picking up and holding small objects; and using primarily the fingers rather than the entire hand.
Visual acuity sufficient to prepare and analyze data and figures, transcribe notes, view a computer terminal, and read extensively.
Hearing sufficient to understand verbal instruction and answer telephones.

Nice To Haves

Knowledge of payroll, wage reporting, premium calculations, account reconciliation, and audit follow-up.
Familiarity with NYS-45 and similar census/data reporting.
Proficiency in Excel, Word, and Copilot.

Responsibilities

Review reports, premium activity, life counts, and account information to identify discrepancies, unusual activity, and groups requiring additional review.
Manage an assigned portfolio of groups and follow identified issues through research, outreach, and resolution.
Conduct detailed premium audits and account reviews to validate premium calculations, payments, rates, life counts, and other relevant information.
Analyze account history and supporting data to identify the cause of premium discrepancies and determine appropriate next steps.
Research and resolve complex premium issues, including underpayments, overpayments, missing premium, reporting discrepancies, and other account variances.
Work with policyholders, brokers, agents, and internal business partners to obtain information, clarify discrepancies, and resolve account issues.
Use reports and available data to identify trends, issues, and accounts that may require additional review or follow-up.
Maintain accurate documentation of audit findings, outreach, follow-up activities, and resolutions.
Identify recurring issues and opportunities to improve premium accuracy, account resolution, or related processes.
Participate in special projects, analyses, and initiatives supporting Premium Services.
Perform other duties as assigned.

Benefits

Annual performance bonus for all team members.
401(k) company match that is immediately vested.
Choice of three medical plans, including prescription drug coverage; company contribution to a Health Savings Account for High Deductible Health Plan enrollees.
Multiple options for dental and vision coverage.
Company-provided life and disability insurance.
Paid parental leave and adoption assistance.
Hybrid work arrangements for eligible roles.
Tuition reimbursement and continuing professional education.
Paid time off, starting at least 20 days per year for new hires, plus nine company-paid holidays.
Volunteer days and community partnerships.
Employee Assistance Program.
Employee Resource Group program.