Sr. Account Analyst

Job Details Level: Experienced

Job Location:

Signal Hill Office
- Signal Hill, CA 90755

Position Type:
Full Time Education Level: High School Diploma or GEDSalary Range: $75,000.00 - $80,000.00 Salary/year

Travel Percentage :
None

Job Shift: Day Job Category:
Admin
- Clerical

POSITION SUMMARY:

Maintains statutory reporting and 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,including DE
  2568V, 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.

Qualifications

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 the ability to document files accurately in 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…