Sr. Account Analyst

Tristar Insurance; Signal Hill (CA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Disability &

401(k) plan

Paid time off

Paid holidays

Job summary

Tristar Insurance in Signal Hill, CA is seeking an experienced Admin - Clerical professional to maintain statutory reporting and funding for disability and leave programs.

The role covers reporting for VDI plans, W2 review, client reporting, and supporting EDD audits, with a focus on accuracy, timeliness, and strong client relationships.

Qualifications

• Education/Experience: College degree in accounting preferred or equivalent job experience. Five (5) years of experience in an administrative office environment.
• Knowledge, Skills, Abilities: General office experience. Must be organized and document files accurately in a fast-paced environment.
• Computer Proficiency in Word, Excel, and Web applications. Excellent written and oral communication skills.

Responsibilities

• Create and maintain client stewardship reports.
• Coordinate banking and funding arrangements for claims with check-cutting services.
• Review annual W2 reports for accuracy.
• Coordinate new VDI plan implementations for clients.
• Monitor weekly funding for TRISTAR-owned bank accounts.
• Coordinate client quarterly, annual, and statutory reporting for all VDI Plans.

Skills

General office experience

Written and verbal communication

Problem solving

Education

High School Diploma or GED

College degree in accounting preferred

Tools

Word

Excel

Web applications

Job description

Job DetailsLevel: ExperiencedJob Location: Signal Hill Office - Signal Hill, CA 90755Position Type: Full TimeEducation Level: High School Diploma or GEDSalary Range: $75,000.00 - $80,000.00 Salary/yearTravel Percentage: NoneJob Shift: DayJob Category: Admin - Clerical

POSITION SUMMARY:

Maintains statutory reportingand funding for disability and leave of absence products and California Voluntary Disability Plans.

DUTIES AND RESPONSIBILITIES:

This position may perform some or all the duties listed below:

• Create and maintain client stewardship reports*
• Coordinate banking and funding arrangements for claims with check-cutting services*.
• Review annual W2 reports for accuracy*.
• Coordinate new VDI plan implementations for clients*
• Monitor weekly funding for TRISTAR-owned bank accounts.
• Coordinate client quarterly, annual, and statutory reporting for all VDI Plans,includingDE2568V, Security Reviews, Plan changes, and plan document writing.
• Ensure client CA VDI Claims compliance.
• Recommends and implements improvement to internal CA VDI and reporting policies and procedures; ensures accuracy, completeness, and TPA compliance with CA VDI and TRISTAR policies and procedures
• Assist with CA EDD Claim Audits under the supervision of the Claims Manager
• Assist Clients with EDD financial audits.
• Collect quarterly data from clients and monitor for accuracy.
• Responsible for creating and pushing system reports to clients as requested for their VDI Plans
• Answer/return all telephone calls from clients within 24 hours.
• Assist Client Services with analytical reports associated with CA VDI Plans*
• Develops and maintains strong working relationships with clients in order to ensure their expectations and/or needs are being met in relation to their VDI plan or any requested VDI or leave of absence reporting
• Establishes and maintains effective working relationships and works cooperatively with co-workers and members of the supervisory/management team
• Plans, coordinates, and performs administrative assignments and special projects; works as a team member in a dynamic environment.
• Follow attendance policy: consistency in work schedule and punctuality.
• All other duties as assigned.

EQUIPMENT OPERATED/USED:Computer, 10-key, copier, printers, scanner, fax,and otherofficeequipment.

SPECIAL EQUIPMENT OR CLOTHING:Appropriate office attire.

QualificationsQUALIFICATIONS REQUIRED:

Education/Experience: College degree inaccountingpreferred or equivalent job experience.Five(5)yearsof experience inanadministrative office environment.

Knowledge, Skills,and Abilities:•General office experience. Must be organized and possess theability to document files accuratelyin a fast-paced environment.

Computer Proficiency in Word, Excel, and Web applications. Excellent Written and oral communication skills. Ability to solve practical problems and to interpret a variety of instructions furnished in written oral, diagram, or schedule form.

Other Qualifications:•None

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: [see separate attachment for a copy of check list of mental and physical requirements]

MENTAL AND PHYSICAL REQUIREMENTS

1. MENTAL EFFORT

a. Reasoning development::

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

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

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

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.

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

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

Near vision: clarity of vision at 20 feet or less

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.)

c. Physical activity necessary to perform the job and frequency (e.g., 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.

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.

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.

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

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

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.

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 fine adjustments on machined parts.

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

Repetitive Motion: Substantial movements of the wrists, hands, and/or fingers.

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.

WORKING CONDITION

ENVIRONMENTAL FACTOR

NATURE/REASON OF EXPOSURE

FREQUENCY

Dirt/Dust N/A N/A

Noise N/A N/A

Temperature extremes N/A N/A

Dampness N/A N/A

Vibrations N/A N/A

Equipment movement hazard N/A N/A

Chemicals/solvents N/A N/A

Electrical shock N/A N/A

Significant work pace/pressure N/A N/A

Odors/Fumes N/A N/A

Other (specify):