Sr. Account Analyst

TRISTAR RISK MANAGEMENT•Signal Hill, CA

2d•$75,000 - $80,000•Onsite

About The Position

Maintains statutory reporting and funding for disability and leave of absence products and California Voluntary Disability Plans. 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 DE2568V, 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.

Requirements

College degree in accounting preferred or equivalent job experience.
Five (5) years of experience in an administrative office environment.
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.

Nice To Haves

College degree in accounting preferred

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, including DE2568V, 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.