
Accounts Payable & Reconciliation Representative
Reconcile and apply incoming life insurance premium payments for group billing arrangements that may include adding or removing employees from group billing, new business payments, and group terminations and restorations. Conduct necessary research and outbound contact with companies and agents to secure outstanding requirements and resolve payment discrepancies. Answer inbound calls and e-mails from agents, policy owners, and employers while demonstrating the ability to quickly understand/anticipate the client’s needs and expectations. Interact professionally with clear and effective communication to set the appropriate expectations on timeline of deliverables; and conduct follow ups as needed. Develop and maintain business partnerships to ensure client’s needs are met, potential problems are averted, and service issues are managed proactively, accurately and effectively. Process financial and non-financial transactions using our workflow and administrative systems.
2+ years of customer service and/or call center experience in the Financial Services, Banking, or Insurance industry preferred.
Preferred minimum two years’ experience with multiple software and system-based applications
Strong accountability and ability to provide exceptional customer service experience
Ability to multi-task and manage multiple and divergent priorities and deadlines
Bachelor’s degree preferred
MS Word
Time Management Skills
MS Excel skills
Analytical skills and aptitude
Accounting discrepancies and reconciliation
Driven and self-motivated
Prioritizing skills
Communication Skills
Adaptability
Problem-solving and resourcefulness
Attention to detail and accuracy
Multi tasker
According to JobzMall, the average salary range for a Accounts Payable & Reconciliation Representative in 17620 Walden Ave, Cleveland, OH 44128, USA is between $35,907 and $44,099.
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New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

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