TRISTAR

POSITION 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.

DUTIES AND RESPONSIBILITIES:

• 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 REQUIRED:

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.

 X      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:

          Simple additional and subtraction; copying figures, counting, and recording.

          Add, subtract, multiply, and divide whole numbers.

 X      Arithmetic calculations involving fractions, decimals, and percentages.

          Arithmetic, algebraic, and geometric calculations.

__      Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.

          Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c.       Language development:

          Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.

          Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.

          Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.

          Ability to compose original correspondence, follow technical manuals, and have increased contact with people.

 X       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:

          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.

 X      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

          (If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).

          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

1. Visual requirements necessary to perform the job:

           Far vision:  clarity of vision at 20 feet or more

 X       Near vision:  clarity of vision at 20 inches or less

 X       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.)

    FREQUENCY

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.

 X    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.

 X    Kneeling:       Bending legs at knee to come to a rest on knee or knees.

 X    Crouching:    Bending the body downward and forward by bending legs and spine.

       Crawling:      Moving about on hands and knees or hands and feet.

 X    Reaching:      Extending hand(s) and arm(s) in any direction.

 X   Standing:        Particularly for sustained periods of time.

 X    Walking:       Moving about on foot to accomplish tasks, particularly for long distances.

 X    Pushing:        Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.

 X    Pulling:         Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.

        Foot

       Motion:          Using feet to push pedals.

 X    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.

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

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

Occasionally

Occasionally

Occasionally

Occasionally

Occasionally

Occasionally

Occasionally

Occasionally

Frequently

Frequently

Occasionally

2.  PHYSICAL EFFORT (cont.)                  

      FREQUENCY

 X   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.

 X   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 find adjustments on machined parts.

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

 X   Repetitive       Substantial movements (motions) of the wrists, hands,

      Motion:          and/or fingers.

Frequently

Frequently

Frequently

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

Noise

Temperature extremes

Dampness

Vibrations

Equipment movement hazard

Chemicals/solvents

Electrical shock

Significant work pace/pressure

Odors/Fumes

Other (specify):