Premium Audit & Account Resolution Specialist

Reliance Matrix • New York, NY

4d • $28 - $35

About The Position

The Premium Audit & Account Resolution Specialist proactively reviews premium and account activity to identify discrepancies, potential premium leakage, and accounts requiring further attention. The role 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 position 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 have a flexible work location if approved by the Company. Hybrid work arrangements are available for eligible roles. The stated expected hiring range for work performed in the primary location of New York, NY is $27.88–$34.85 hourly, excluding other compensation components. Starting base pay depends on factors including work location, job-related skills, experience, qualifications, and market conditions.

Requirements

• Insurance industry experience.
• 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%.
• Ability to meet the described physical requirements, including prolonged sitting, frequent standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasional lifting of 25 pounds, extensive typing, handling small objects, and visual and hearing acuity for the stated work activities.

Nice To Haves

• Insurance industry experience, preferably with New York DBL/PFL.
• 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.
• Typically, 3+ years of experience in premium audit, billing, collections, underwriting support, policy services, finance, or related insurance operations.

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 directly 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.
• Dental coverage options.
• Vision coverage options.
• Company-provided life and disability insurance.
• Paid parental leave.
• Adoption assistance.
• Hybrid work arrangements for eligible roles.
• Tuition reimbursement.
• Continuing professional education.
• At least 20 days of paid time off per year for new hires, with potential increases based on company level and years of service.
• Nine company-paid holidays.
• Volunteer days.
• Community partnerships.
• Employee Assistance Program.
• Employee Resource Group program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed