Client Service Administrator

This is a fully remote position, open to applicants in California.

📋 Description

• Lead the overall client service operations and the initiation of new accounts.

• Supervise staff to ensure technical performance aligns with company policies and procedures.

• Manage client data within Salesforce.

• Collaborate with the Director of Account Management and Client Services to coordinate client services.

• Oversee the onboarding process for new clients.

• Establish and maintain the AbsenceTracker system according to client policies, implementing necessary changes.

• Manage applications for new Voluntary Plans and coordinate their processing with the California Employment Development Department.

• Provide clients with statistical data concerning VDI surplus.

• Work with IT and clients to resolve demographic file issues.

• Conduct training sessions for clients on online and mobile reporting systems.

• Foster strong client relationships and ensure service expectations are fulfilled.

• Guarantee adherence to corporate and client guidelines.

• Prepare and disseminate quarterly and monthly client reports.

• Generate ad hoc reports upon client request.

• Organize and prepare for both internal and external audits.

• Assist in training sessions for staff.

• Provide support to the Home Office and sales/service teams with RFPs, client service challenges, and new client presentations.

• Maintain contracts and accountability for TBA-LGB clients.

• Participate in and support industry events, speaking opportunities, and educational sessions.

• Oversee office operations that support TRISTAR administrative functions.

• Travel as necessary.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor's degree in a relevant field is preferred, or a suitable combination of education and experience.

• Five to ten years of relevant experience in Absence Management and Disability Plans.

• Strong skills in technical claims handling.

• Understanding of Disability and Absence Management laws and regulations.

• Experience in supervising claims operations.

• Capacity to prioritize multiple tasks and meet stringent deadlines.

• Experience with, or the ability to quickly understand, financial matters related to operating a branch office.

• Proficiency in computer applications such as Word, Visio, Excel, PowerPoint, and claims information systems.

• Exceptional written and verbal communication abilities.

• Capability to convey technical information to claimants, clients, and team members.

• Proficient in reading, analyzing, and interpreting claims loss reports.

• Ability to present information and respond to inquiries from corporate offices, clients, vendors, and staff.

• Competence in managing a diverse team.

• Certifications and/or licenses as mandated by state regulations.

• CPDM or CLMS certification is preferred but not mandatory.

• Willingness to travel as required.

• Ability to engage in light work and associated physical activities, such as standing, walking, lifting, reaching, handling, and grasping.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching contributions.

• Paid time off and flexible work arrangements.

• Opportunities for professional development and career advancement.