Client Service Administrator
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Job Description
Client Service Administrator managing benefit-plan accounts for TRISTAR Benefit Administrators. Overseeing implementations, claims operations, reporting, compliance, and client relationships.
Responsibilities:
- Direct overall client service functions and implementation of new accounts
- Manage staff regarding technical performance and compliance with company policies and procedures
- Maintain client data in Salesforce
- Coordinate client services with the Director of Account Management and Client Services
- Oversee implementation of new clients
- Set up and maintain the AbsenceTracker system with client policies and administer changes
- Oversee applications for new Voluntary Plans and coordinate processing with the California Employment Development Department
- Provide statistical data to clients for VDI surplus
- Interface with IT and clients regarding demographic file issues
- Train clients on online and mobile reporting systems
- Maintain strong client relationships and ensure service expectations are met
- Ensure compliance with corporate and client guidelines
- Prepare and distribute quarterly and monthly client reports
- Provide ad hoc reports at clients’ requests
- Coordinate and prepare for internal and external audits
- Assist with staff training sessions
- Support Home Office and sales/service teams with RFPs, client service issues, and new client presentations
- Maintain contracts and accountability for TBA-LGB clients
- Support and attend industry functions, speaking engagements, and educational opportunities
- Manage office functions supporting TRISTAR operations administration
- Travel as needed
- Perform other duties as assigned
Requirements:
- Bachelor’s degree in a related field preferred, or equivalent combination of education and experience
- Five to ten years of related experience in Absence Management and Disability Plans
- Strong technical claims-handling skills
- Knowledge of Disability and Absence Management laws and regulations
- Experience supervising claims operations
- Ability to prioritize multiple tasks and meet strict deadlines
- Experience with, or ability to quickly grasp, financial issues involved in operating a branch office
- Computer literacy in Word, Vizio, Excel, PowerPoint, and claims information systems
- Excellent written and verbal communication skills
- Ability to convey technical details to claimants, clients, and staff
- Ability to read, analyze, and interpret claims loss reports
- Ability to present information and respond to questions from corporate office, clients, vendors, and staff
- Ability to manage diverse staff
- Certifications and/or licenses as required by state regulation
- CPDM or CLMS certification preferred but not required
- Ability to travel as needed
- Ability to perform light work and associated physical activities, including standing, walking, lifting, reaching, fingering, and grasping
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