Premium Audit & Account Resolution Expert
RSLI
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Job summary
RSLI in New York state is seeking a Premium Audit & Account Resolution Specialist to proactively review premium and account activity, identify discrepancies, and resolve issues within a portfolio of groups. The role collaborates with policyholders, brokers, and internal teams on complex premium matters and may support Special Projects within Premium Services.
The ideal candidate has NYS payroll and premium knowledge, 3+ years in premium audit or related insurance operations, strong analytical
Qualifications
- Strong analytical, research, and problem-solving skills.
- Effective written and verbal communication and relationship-building skills.
- Ability to travel up to 10%.
Responsibilities
- Reviews reports, premium activity, life counts, and account information to identify discrepancies, unusual activity, and groups requiring additional review.
- Manages an assigned portfolio of groups and follows identified issues through research, outreach, and resolution.
- Conducts detailed premium audits and account reviews to validate premium calculations, payments, rates, life counts, and other relevant information.
- Analyzes account history and supporting data to identify the cause of premium discrepancies and determine appropriate next steps.
- Researches and resolves complex premium issues, including underpayments, overpayments, missing premium, reporting discrepancies, and other account variances.
- Works directly with policyholders, brokers, agents, and internal business partners to obtain information, clarify discrepancies, and resolve account issues.
- Uses reports and available data to identify trends, issues, and accounts that may require additional review or follow-up.
- Maintains accurate documentation of audit findings, outreach, follow-up activities, and resolutions.
- Identifies recurring issues and opportunities to improve premium accuracy, account resolution, or related processes.
- Participates in special projects, analyses, and initiatives supporting Premium Services.
- Other duties as assigned.
Skills
Tools
Job description
RSLI in New York state is seeking a Premium Audit & Account Resolution Specialist to proactively review premium and account activity, identify discrepancies, and resolve issues within a portfolio of groups. The role collaborates with policyholders, brokers, and internal teams on complex premium matters and may support Special Projects within Premium Services.
The ideal candidate has NYS payroll and premium knowledge, 3+ years in premium audit or related insurance operations, strong analytical
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