Sr. Account Analyst

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 DE2568V, Security Reviews, Plan changes, and plan document writing.
• Ensure client CA VDI Claims compliance.
• 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 and works cooperatively with co-workers and member 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 other office equipment.

SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire.