Benefits Client Services Administrator

TRISTAR Insurance Group; Signal Hill (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance group is seeking a Client Services Administrator to manage client service functions and ensure compliance with policies. This role includes overseeing implementation processes, maintaining client data in Salesforce, and requires 3-5 years of related experience in Absence Management and Disability Plans. Join a dynamic team that values excellent customer service and effective communication.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability Insurance

401(k)

Paid Time Off

Holidays

Qualifications

• 3-5 years related experience in Absence Management and Disability Plans.
• Certifications/licenses as required by state regulation.
• CPDM or CLMS certification preferred.

Responsibilities

• Direct Client Service functions and manage staff performance.
• Maintain client data in Salesforce and oversee implementation processes.
• Ensure compliance with corporate and client guidelines.

Skills

Technical claims handling

Supervising claims operations

Excellent communication

Prioritizing tasks

Interpreting claims loss reports

Education

Bachelor’s degree in a related field

Tools

Word

Excel

PowerPoint

Job description

Join to apply for the Client Services Administrator role at TRISTAR Insurance Group.

2 weeks ago Be among the first 25 applicants.

This can be a remote position.

Must have 3 - 5 years experience in 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. This 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:

1. Maintain client data in Salesforce for all clients and prospective clients.
2. Responsible for overall TRISTAR Benefit Administrators client services in coordination with the AVP of Account Management and Client Services.
3. Oversee implementation process of new clients in coordination with the Director of Account Management and Client Services.
4. Set up and maintain AbsenceTracker system with client policies and administer changes.
5. Oversee application process for new Voluntary Plans and processing in coordination with CA Employment Development Department for assigned clients.
6. Provide statistical data for use of VDI surplus to clients.
7. Interface with IT and clients on demographic file issues as needed.
8. Train clients with online and mobile reporting systems.
9. Develop and maintain strong working relationships with clients to meet their service expectations and needs.
10. Ensure compliance with corporate and client guidelines regarding TRISTAR procedures.
11. Prepare and distribute client quarterly/monthly reports.
12. Provide ad hoc reports as required by clients.
13. Coordinate and prepare for internal and external audits.
14. Assist with staff training sessions as needed.
15. Assist Home Office and sales/service team with RFPs, client service issues, or new client presentations.
16. Manage contract maintenance for TBA-LGB clients.
17. Support industry presence through functions, speaking engagements, and educational opportunities.
18. Manage office functions supporting TRISTAR operations.
19. Travel as needed.
20. Other duties as assigned.

Qualifications Required:

• Bachelor’s degree in a related field (preferred) or equivalent experience.
• 3-5 years related experience in Absence Management and Disability Plans.

Knowledge, Skills, and Abilities:

• Strong technical claims handling skills and knowledge of laws and regulations.
• Experience supervising claims operations.
• Ability to prioritize tasks and meet deadlines.
• Proficiency in Word, Excel, PowerPoint, and claims systems.
• Excellent communication skills.
• Ability to interpret claims loss reports.
• Effective in managing diverse staff.

Other Qualifications:

• Certifications/licenses as required by state regulation.
• CPDM or CLMS certification preferred.

Benefits include Medical, Dental, Vision Insurance, Life & Disability Insurance, 401(k), Paid Time Off, and Holidays.

Physical and mental requirements are detailed in a separate attachment.