Client Service Administrator

Tristar Insurance; Signal Hill (CA); On-site; USD 69,000 - 73,000; Full time

Job summary

Tristar Insurance seeks an experienced Client Service leader in Signal Hill, CA to direct client service functions and oversee implementation of new accounts under minimal supervision. The role emphasizes compliance, strong communication, and staff oversight.

You will manage data in Salesforce, coordinate with the Director of Account Management, and oversee reporting, audits, and training. This position requires 5–10 years of related experience and a BA in a related field; travel as needed.

Qualifications

• Under minimal supervision directs client service functions and implementations.
• Experience in Absence Management and Disability Plans.
• Proven ability to manage staff and ensure compliance with policies.
• Strong communication with clients and internal teams.

Responsibilities

• Maintain client data in Salesforce for all clients and prospects.
• Oversee client services in coordination with the Director of Account Management.
• Oversee implementation of new clients with the Director of Account Management.
• Set up and maintain AbsenceTracker with client policies.
• Oversee application process for new Voluntary Plans with CA EDD.
• Provide statistical data for clients related to VDI surplus.
• Interface with IT on demographic file issues.
• Train clients on online and mobile reporting system.
• Develop and maintain relationships to meet client needs.
• Prepare quarterly/monthly client reports and ad hoc reports.
• Coordinate internal and external audits.
• Assist with staff training and with RFPs and client presentations.

Skills

Client service

Staff supervision

Compliance management

Communication

Time management

Education

Bachelor’s degree (preferred)

High School Diploma or GED

Tools

Salesforce

AbsenceTracker

Word

Visio

Excel

PowerPoint

Claims information systems

Job description

Job DetailsLevel: ExperiencedJob Location: Signal Hill Office - Signal Hill, CA 90755Position Type: Full TimeEducation Level: High School Diploma or GEDSalary Range: $69,000.00 - $73,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Admin - ClericalPOSITION 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.

• 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

• 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.

Mental and Physical Requirements: [see separate attachment for a copy of checklist of mental and physical requirements]

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.
• 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:
• Arithmetic calculations involving fractions, decimals, and percentages.
• Language development:
• 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:
• Light work: 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
• Medium work: Exerting up to 50 pounds of force occasionally
• c. Exerting up to 10 pounds constantly to move objects
• Very heavy work: Exerting in excess of 100 pounds of force occasionally
• Repetitive Motion: Wrist, hand, and/or fingers movements.
• Visual requirements necessary to perform the job:
• Near vision: clarity of vision at 20 inches or less
• Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet
• 3. WORKING CONDITIONS
• Disagreeable job conditions to which the employee may be exposed and the frequency (e.g., continually, frequently, or occasionally) of this exposure.
• ENVIRONMENTAL FACTOR

Other content from the original input has been preserved in structured form above, while removing disallowed markup and consolidating into compliant HTML using only allowed tags. All salary, benefits, qualifications, and duties remain verbatim where present.