New Business Auditor

3 weeks ago


Bethlehem, Pennsylvania, United States New York Life Insurance Company Full time

About the Role:

The New Business Auditor is a client-facing role that involves billing system quality review, partnering with internal and external stakeholders to host client education training calls, and conducting premium validations and audits based on demand of current inventory.

Key Responsibilities:

  • Ensures the client payment system is setup accurately by completing a detailed comparison of sales documents and applicable billing systems.
  • Partners with internal and external stakeholders to provide in-depth training in the review of self-administration guidelines, including delinquency process, remittance method, payment options/address, and premium calculations.
  • Completes New Business audits while following established audit schedules and procedures, partnering with internal and external business partners to correct identified errors.
  • Conducts post-audit review of cumulative client errors to identify trends and recommend process improvements to reduce error rate.
  • Provides timely and accurate responses to phone and email inquiries from internal and external business partners.
  • Complies with departmental policies regarding ethical and proper use of company equipment, including internet access, email, and phone usage.

Requirements:

  • Bachelor's degree in Accounting, Finance, or other related field preferred.
  • Demonstrates excellent communication and interpersonal skills with a strong focus on Service Excellence when partnering with internal and external business partners.
  • Strong understanding of accounting principles, control procedures, and audit standards, practices, and techniques.
  • Ability to multi-task and work with a sense of urgency in a fast-paced environment both independently and as part of a team.
  • Proficient in computer applications, particularly MS Excel and MS Outlook, among other software tools.

About New York Life:

New York Life is a Fortune 100 company and industry leader, providing an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.

You will be part of a diverse team guided by our belief to always be there for each other, providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

Visit our LinkedIn page to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.


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