See more Collapse

Client Service Administrator

1 month ago


Signal Hill, United States TRISTAR Full time

Job Details

Benefit Client Services Administrator

This can be a remote position.

Must have knowledge of Disability and Absence Management laws and regulations.

POSITION SUMMARY: Under minimal supervision directs overall Client Service functions and Implementation of new accounts for TRISTAR Benefit Administrators which includes managing staff in all aspects of their technical performance and compliance with TRISTAR policies and procedures and operating within established financial restraints. Maintains effective communication with clients to ensure contract compliance and provide excellent customer service.

DUTIES AND RESPONSIBILITIES:

Maintain client data in Salesforce for all clients and prospective clients.* Responsible for overall TRISTAR Benefit Administrators client services in coordination with the Director of Account Management and Client Services.* Oversees implementation process of new clients in coordination with Director of Account Management and Client Services.* Set up and maintain AbsenceTracker system with client policies and administer changes.* Oversee application process for new Voluntary Plans and processing in coordination with CA Employment Development Department for assigned clients. Provide statistical data for use of VDI surplus to clients for assigned clients. Interface with IT and client on demographic file issues as needed. Train clients with on-line and mobile reporting system Develops and maintains strong working relationships with clients in order to ensure their client servicing expectations and/or needs are being met. Ensures compliance with corporate and client guidelines regarding TRISTAR Benefit Administrators procedures. Prepares and ensures distribution of client quarterly/monthly reports.* Provides ad hoc reports, as may be required, at client’s request. Coordinates and prepares for internal and external audits. Assist with regular staff training sessions as may be required, independently, and/or as directed by unit Management Team. Assists Home Office and sales/service team with RFP’s, client service issues or new client presentations. Contract maintenance and accountability for TBA-LGB clients. Maintains visibility in the industry by supporting and attending industry sponsored functions, speaking engagements and educational / teaching opportunities. Manages office functions that support TRISTAR operations administration. Ability to travel as needed. Other duties as assigned.

EQUIPMENT OPERATED/USED: Computer, 10-key, printer, copier, fax machine and other office equipment.

SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire.

Qualifications

QUALIFICATIONS REQUIRED:

Education/Experience: Bachelor’s degree in related field (preferred); five (5) to ten (10) years related experience in Absence Management and Disability Plans; or equivalent combination of education and experience.

Knowledge, Skills and Abilities:

Exceptionally strong technical claims handling skills and knowledge of Disability and Absence Management laws and regulations. Experience in supervising claims operations. Ability to prioritize multiple tasks and meet strict deadlines. Experience with, or the ability to quickly grasp, the financial issues involved in operating a branch office. Computer literacy in Word, Vizio, Excel and PowerPoint and claims information systems. Excellent written and verbal communication skills, including ability to convey technical details to claimants, clients and staff. Ability to read, analyze and interpret claims loss reports. Effectively present information and respond to questions from corporate office, clients, vendors and staff. Ability to manage diverse staff.

Other Qualifications:

Certifications and/or licenses as required by State regulation. CPDM Certification or CLMS Certification preferred but not required.

Here are some of the benefits you can enjoy in this role:

Medical, Dental, Vision, Disability & Life insurance 401(k) plan Paid time off Paid holidays

MENTAL AND PHYSICAL REQUIREMENTS

1. MENTAL EFFORT

a. Reasoning development:

Follow one- or two-step instructions; routine, repetitive task.

Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.

Follow written, verbal, or diagrammatic instructions; several concrete variables.

 X Solve practical problems; variety of variables with limited standardization; interpret instructions.

Logical or scientific thinking to solve problems; several abstract and concrete variables.

Wide range of intellectual and practical problems; comprehend most obscure concepts.

b. Mathematical development:

Simple additional and subtraction; copying figures, counting, and recording.

Add, subtract, multiply, and divide whole numbers.

 X Arithmetic calculations involving fractions, decimals, and percentages.

Arithmetic, algebraic, and geometric calculations.

Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.

Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c. Language development:

Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.

Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.

Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.

 X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.

Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.

2. PHYSICAL EFFORT

a. Physical activity required to perform the job:

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

 X Light work:

a. Exerting up to 20 pounds of force occasionally

b. Exerting up to 10 pounds frequently

c. Exerting a negligible amount of force constantly to move objects

(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).

Medium work:

a. Exerting up to 50 pounds of force occasionally

b. Exerting up to 20 pounds of force frequently

c. Exerting up to 10 pounds of force constantly to move objects

Heavy work:

a. Exerting up to 100 pounds of force occasionally

b. Exerting up to 50 pounds of force frequently

c. Exerting up to 20 pounds of force constantly to move objects

Very heavy work:

a. Exerting in excess of 100 pounds of force occasionally

b. Exerting in excess of 50 pounds of force constantly to move objects

c. Exerting in excess of 20 pounds of force constantly to move objects

Visual requirements necessary to perform the job:

Far vision: clarity of vision at 20 feet or more

 X Near vision: clarity of vision at 20 inches or less

 X Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet

Depth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually are

Color vision: ability to identify and distinguish colors

Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point

2. PHYSICAL EFFORT (cont.)

FREQUENCY

c. Physical activity necessary to perform the job and frequency (, continually, frequently, or occasionally):

Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.

Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.

Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.

Kneeling: Bending legs at knee to come to a rest on knee or knees.

Crouching: Bending the body downward and forward by bending legs and spine.

Crawling: Moving about on hands and knees or hands and feet.

Reaching: Extending hand(s) and arm(s) in any direction.

Standing: Particularly for sustained periods of time.

Walking: Moving about on foot to accomplish tasks, particularly for long distances.

Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.

Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.

Foot

Motion: Using feet to push pedals.

Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.

 X Fingering: Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.

 X Grasping: Applying pressure to an object with the fingers and palm.

Frequently

Occasionally

2. PHYSICAL EFFORT (cont.)

FREQUENCY

 X Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.

 X Hearing: Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication and to make fine discriminations in sound, such as when making find adjustments on machined parts.

Feeling: Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.

 X Repetitive Substantial movements (motions) of the wrists, hands,

Motion: and/or fingers.

Regularly

Regularly

Frequently


We have other current jobs related to this field that you can find below


  • Signal Hill, United States PI Hollywood Full time

    Job DescriptionJob DescriptionOur business quickly made a splash in our drive for pure success. We specialize in customer retention and customer acquisitions for our clientele. Our clients span a wide variety of industries and household utilities. This is an entry-level opening with the opportunity to train into management. Within a short period of time, we...


  • Chapel Hill, United States Hilltop Wealth Advisors, LLC Full time

    I.     MISSIONThe Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The key role of this position is to...


  • Chapel Hill, United States Hilltop Wealth Advisors, LLC Full time

    Job DescriptionJob DescriptionI.     MISSIONThe Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The...


  • Chapel Hill, United States Hilltop Wealth Advisors Full time

    I.     MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The key role of this position is...


  • Signal Hill, United States PI Hollywood Full time

    Job DescriptionJob DescriptionPriam, Inc. is seeking someone who is bright and motivated to add value to our Customer Service & Sales team! We have a robust history of driving successful sales and customer service strategies that have always taken our client’s footprint to the next level. Are you ready to make a serious move up the ladder in your...


  • East Windsor Hill, United States Lane Valente Industries Full time

    Job DescriptionJob DescriptionLane Valente Industries is a Leading International construction and facility maintenance company with offices throughout the U.S. and Canada.We have a strong in-house group of field technicians that services top U.S. corporations and are supported by top notch managers in our offices.We are always looking for talented people...


  • Chapel Hill, United States BCI - Brokerage Consultants Inc. Full time

    Independent fee-only investment advisory firm seeks CSA to support Advisory and Client Services teams, focusing on team engagement/client success, with the full scope of the role including day-to-day operations, communications, investment management, compliance, and technology.Responsibilities:Answer calls, manage contacts/schedules/expenses; produce reports...


  • Signal Hill, United States Boulevard Cadillac Full time

    The automotive business in California is booming. We offer some of the industry's top pay plans, a great Health Care plan (including dental and vision), a 401K Retirement Plan, a Flexible Benefit (Cafeteria) Plan, Employee/Family Purchase and Discount Plans, Paid Vacations and Holidays. And if your job includes any type of selling of vehicles, finance...


  • Signal Hill, United States Boulevard Cadillac Full time

    Job DescriptionJob DescriptionThe automotive business in California is booming. We offer some of the industry's top pay plans, a great Health Care plan (including dental and vision), a 401K Retirement Plan, a Flexible Benefit (Cafeteria) Plan, Employee/Family Purchase and Discount Plans, Paid Vacations and Holidays. And if your job includes any type of...


  • Signal Hill, United States PI Hollywood Full time

    Job DescriptionJob DescriptionPRIAM is one of the leading promotional sales firms in the local area. We have recently expanded and are looking to fill entry-level positions in management, customer service, sales, and marketing. We are focusing on building our new divisions. Some of the nation’s largest companies have hired us to increase consumer awareness...


  • Signal Hill, United States Boulevard Cadillac Full time

    **Benefits**: - Some of the industry's top pay plans - a great Health Care plan (including dental and vision) - 401K Retirement Plan - Flexible Benefit (Cafeteria) Plan - Employee/Family Purchase and Discount Plans - Paid Vacations and Holidays Duties & Responsibilities: The primary duties consist of but are not limited to the following. - Performs work...


  • Signal Hill, United States Boulevard Cadillac Full time

    Job DescriptionJob DescriptionThe Heavy Line Technician position at Boulevard Cadillac is responsible for the timely and accurate maintenance and repair of luxurious and modern vehicles. The successful candidate will possess excellent technical and problem-solving skills, thrive on customer service, and be knowledgeable of the Cadillac, GMC, Buick...


  • Hill Air Force Base, United States Acro Service Corporation Full time

    Job DescriptionJob DescriptionWe are seeking a  Contract Administrator  to join the company, a premier supplier, in Hill AFB,UT.  While working in this clean, not climate-controlled facility you will have the opportunity to be directly involved in the evolution of the industry. Come work for a company that has been consistently recognized among the...

  • Admin Assistant

    3 weeks ago


    Signal Hill, California, United States 347 Group, Inc. Full time

    Job DescriptionJob DescriptionWe have an immediate opportunity for an Admin Assistant in the Signal Hill area.ResponsibilitiesData Entry with accuracy, attention to detail is a mustMaintain spreadsheets and generate reportsPoint of contact for clients and subcontractorsInvoicing and managing accounts receivablesScanning, copying, faxing and filing...


  • Signal Hill, United States Global Conductor Full time

    The Senior Application Developer- SharePoint will: Farm Administration: Knowledge of the different roles and features of the farm (Search, Business Data Catalog, User Profile Management with Integration to AD/ external data sources, how to deploy/support 3rd party features and custom written features) and Office Online Services. Site Collection...

  • Admin Assistant

    1 month ago


    Signal Hill, United States 347 Group, Inc. Full time

    Job DescriptionJob DescriptionWe have an immediate opportunity for an Admin Assistant in the Signal Hill area.ResponsibilitiesData Entry with accuracy, attention to detail is a mustMaintain spreadsheets and generate reportsPoint of contact for clients and subcontractorsInvoicing and managing accounts receivablesScanning, copying, faxing and filing...


  • Forest Hill, United States Gary Lynch FYZICAL Therapy and Balance Center Full time

    We are in search of an enthusiastic Client Care Specialist for our private outpatient orthopedic physical therapy office. Duties will include fielding phone calls, scheduling patients with our electronic medical record, direct patient contact, and other administrative and clerical duties. Schedule: - Day shift - Evening shift - Monday to Friday Work...


  • Signal Hill, United States Associa Full time

    The Assistant Community Manager is responsible for providing the overall supervision of a community association. The Community Manager interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as staff at the Associa Client Shared Service Center (CSSC) and within the branch office. **SCOPE OF...


  • Cherry Hill, United States Fairport Wealth Full time

    Your Future Team: Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors. Our roots date back to a multi-generational business, and we...


  • Chapel Hill, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts as primary contact for clients for administrative & support matters and a variety of client-specific activities. The role is responsible and accountable for risk by...