Document & Payment Review Representative

The Document & Payment Review Representative is responsible for processing financial transactions for our customers and agents as they go through the process of onboarding a new policy. They will be working through a que, as well as corresponding with our field representatives and customers by phone or email to provide status updates and solutions as needed. Request documents from agents or the mailroom when necessary. Communicate with agents and general office staff regarding accepted and rejected submissions. Process initial premium payments and ensure cases are issued. Process related accounting transactions to clear issues such as overpayments, no good checks, and critical items. Establish high quality customer relationships, using informational resources and own technical knowledge to respond to customer inquiries. Help orient new team members and play a contributory role in team projects.

According to JobzMall, the average salary range for a Document & Payment Review Representative in 17620 Walden Ave, Cleveland, OH 44128, USA is $39,000 to $48,000 per year. This salary range may vary depending on the employer and the employee's experience and qualifications.

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.