Life Policy Holder Services Auditor

Benefits

Pulled from the full job description

Health insurance

Vision insurance

Dental insurance

Free parking

Wellness program

Benefits from day one

Flexible schedule

Full job description

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.

Scope and Purpose:

The Life Policy Holder Services Auditor will be responsible for performing a variety of data analysis, policy and plan code review and set-up verification, employee performance auditing, and may assist other departments in making policy changes. The role may handle plan code changes and other updates as needed.

Duties and Responsibilities:

Work closely with the Operations Analyst to update plan codes if necessary.

Process repetitive payment system checks.

Analyze processes and information to identify business opportunities.

Review and test systems for conformance to functional and performance requirements.

Maintain quality standards by auditing performance of others within the department.

Identify operational requirements and develop new processes and procedures to enhance operations.

Determining appropriate methods to analyze operations, relevant information, and data.

Conduct routine and target audits across the department to ensure procedures are being followed correctly.

Develop and maintain accurate audit logs, records, and reports.

Prepare audit summaries and present findings to management.

Provide the team with their individual audit report.

Track and report inconsistencies, errors, and non-compliance practices.

Track resolution of audit findings and ensure corrective actions are completed.

Assist in identifying opportunities of improvement and training topics.

Minimum Qualifications:

Bachelor’s Degree in Finance, Business Administration preferred; financial or insurance industry knowledge required.

Knowledge, Skills and Abilities:

Computer literate; demonstrates proficiency in the use of Microsoft Word and Excel.

Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.

Ability to make procedural decisions and judgments on sensitive, confidential issues.

Strong organizational skills with high attention to detail.

Dependable and flexible.

Strong data and records management skills.

Ability to work on initiative and within tight deadlines, prioritizing in a demanding environment.

Travel Requirements:

This position does not require travel.

Professional Development:

Establish annual objectives for professional growth.

Keep pace with developments in the discipline.

Learn and apply technologies that support professional and personal growth.

Participate in the evaluation process.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.