Premium Audit & Account Resolution Pro – Hybrid

Reliance Matrix; New York (NY); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Medical plans

Health Savings Account

Dental & Vision

Life & Disability Insurance

Parental Leave

PTO & Holidays

Hybrid work

Education reimbursement

Employee Assistance Program

Job summary

Reliance Matrix in New York is seeking a Premium Audit & Account Resolution Specialist to proactively review premium and account activity, identifying discrepancies and potential premium leakage. You will manage a portfolio of groups, conduct audit reviews, and resolve complex account issues in collaboration with policyholders, brokers, agents, and internal teams.

The role requires strong analytical and problem-solving skills, experience in premium operations, and proficiency in Excel/Word.

Qualifications

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

• Reviews reports, premium activity, life counts, and account information to identify discrepancies and groups requiring review.
• Manages an assigned portfolio of groups and follows issues through research, outreach, and resolution.
• Conducts detailed premium audits and account reviews to validate premium calculations, payments, rates, life counts, and related information.
• Analyzes account history and supporting data to identify the cause of premium discrepancies and determine next steps.
• Resolves complex premium issues, including underpayments, overpayments, missing premium, and reporting discrepancies.
• Collaborates with policyholders, brokers, agents, and internal partners to clarify discrepancies and resolve issues.
• Uses reports/data to identify trends and accounts needing additional review; maintains documentation of findings and actions.
• Participates in special projects supporting Premium Services and opportunities to improve premium accuracy and processes.

Skills

Analytical thinking

Research skills

Problem solving

Attention to detail

Communication skills

Excel

Word

Copilot

Time management

Relationship building

Tools

Excel

Word

Copilot

Job description

Reliance Matrix in New York is seeking a Premium Audit & Account Resolution Specialist to proactively review premium and account activity, identifying discrepancies and potential premium leakage. You will manage a portfolio of groups, conduct audit reviews, and resolve complex account issues in collaboration with policyholders, brokers, agents, and internal teams.

The role requires strong analytical and problem-solving skills, experience in premium operations, and proficiency in Excel/Word.