Open Positions

Current opportunities to join our team:

Health & Welfare Client Service Manager II

Position Summary:

The Client Service Manager (CSM) II serves as the overall account manager for large and/or mid- size clients covering all of TRI-AD’s Health & Welfare (H&W) administrative service offerings: eligibility, enrollment, reimbursement accounts (FSA, HSA, Commuter, etc.), COBRA, Direct Bill and Voluntary Products. The CSM II is responsible for developing and fostering long-term client relationships, providing consultative, proactive client service support and efficiently resolving service issues as they occur. The CSM II is also accountable for managing the scope of services for each client, negotiating out-of-scope requests and acting as the project manager on new client implementations and annual open enrollment, etc.

Essential Duties and Responsibilities:

  • Act as the overall owner of day-to-day client relationships
  • Work closely with client contacts to establish a thorough understanding of client requirements, business needs and overall benefit strategy
  • Support the client invoicing process by reviewing work-in-progress reports and Associate time/billing entries
  • Educate and train support Associates on clients, benefit plans, systems, administrative procedures and relationship management
  • Identify and implement process improvements across the H&W team to ensure consistent, efficient service delivery
  • Represent TRI-AD at client benefit fairs and enrollment meetings to educate participants and encourage enrollment
  • Escalate client issues to appropriate internal team members as needed
  • Possess an understanding of the underlying technologies that support our services
  • Demonstrate the ability to use broad technical knowledge in working with clients to determine their needs and influence decisions and outcomes
  • Manage client technical issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives
  • Coordinate TRI-AD’s response to technical and compliance issues (e.g., legal aspects, testing, reporting, etc.)
  • Simultaneously manage numerous client relationships of varying services, scope, and size
  • Effectively manage both client satisfaction and overall client profitability
  • Organize and conduct client service review meetings
  • Ensure completion and documentation of all items on the client service schedule for each assigned client
  • Provide ongoing communication to clients on project status, deliverables, timing, issue resolution and expectations
  • Manage client expectations and provide responsive and proactive communication to gain the client’s confidence
  • Manage the creation of service agreements and negotiate renewals
  • Manage the annual benefits open enrollment process for the client and internal work teams
  • Manage the implementation of new clients and new services for existing clients onto TRI-AD’s administrative services platforms
  • Manage the communication of client plan and legal documents, including plan requirements, service agreements, schedules of fees, and banking agreements
  • Document and manage client change orders for new work processes or changes to existing processes
  • Ensure all client plan documentation and contact information is current document storage and contact management
  • Assist clients with systems, plan design, and regulatory questions and issues
  • Educate and train clients on proper system usage, including leading system demos and webinars
  • Identify, design, and provide effective solutions to meet client needs
  • Manage other Associates within the department as needed
  • Identify, pursue, and close cross-sell opportunities to existing clients
  • Participate in the new client sales process by assisting with RFP responses, proposal creation and participating in finalist meetings
  • Ensure all personal work is completed on time with an extremely high level of accuracy
  • Adhere to standardized work processes, tools, and methodologies to improve quality and profitability
  • Track, update, and ensure resolution of client inquires in a timely manner
  • Communicate performance guarantees and process metrics to clients
  • Maintain an awareness of the volume and type of any quality issues arising in order to more effectively and proactively consult with clients and internal resources to improve administration

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree preferred, Master's degree a plus
  • 5+ years of benefits administration or employee benefits industry experience
  • 3+ years of direct client management experience
  • Knowledge of benefits and HR systems and business processes
  • Applicable professional certifications will be considered as additional pluses

Key Knowledge, Skills, Abilities and Competencies:

  • Self starter with strong interpersonal communication and relationship-building skills
  • Ability to plan and lead client meetings in a professional and consultative manner
  • Proficiency with MS Office (Word, Excel, PowerPoint)
  • Experience with benefits and/or HR information systems and project management tools
  • Concise and accurate oral and written communication skills
  • Ability to multitask and work on several projects simultaneously while under pressure to meet deadlines
  • Ability to think creatively with strong problem-solving abilities
  • Excellent planning and organizational skills
  • Versatile in working with diverse groups and individuals; willing to train and assist as needed
  • Ability to travel to client sites with occasional overnight stays
  • Physical demands include:
    • General office work with some travel to client sites via ground and air transportation
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
    • While performing the duties of this job, Associate is regularly required to use hands and fingers to handle, feel or operate objects, tools or controls, and to reach with hands and arms; frequently required to stand, talk and hear
Information Technology Risk and Compliance Specialist

Position Summary:

The Information Technology Risk and Compliance Specialist will be responsible for all aspects of TRI-AD’s information technology risk management programs and compliance activity.

Essential Duties and Responsibilities:

  • Manage and maintain all IT-related policy and procedure documents, especially those relating to HIPAA, data security, availability, privacy and processing integrity
  • Coordinate/manage TRI-AD’s annual AT 101 SOC 2 audit and IT section of SSAE-16 SOC 1
  • Manage the corporate Risk Management program
  • Develop, implement, and maintain procedures for comprehensive business continuity program and ongoing testing activities
  • Oversee the design and execution of vulnerability assessments and penetration tests
  • Perform initial and annual security assessments on our third-party providers who have access to client-covered data
  • Responsible for responding to IT risk assessments from partners, prospects and clients
  • Provide support in responding to IT-related questions on RFPs and client inquiries
  • Understand clients' business environment and basic risk management approaches
  • Oversee coordination of a gap analysis process to help identify IT applications' ability to meet a business functions Recovery Time Objective (RTO) and Recovery Point Objective (RPO) and help develop recommendations to remediate gaps

Minimum Qualifications, Education and Experience:

  • BA/BS in information technology or related field
  • License/Certification in CISSP, CISA, CISM or equivalent preferred
  • Minimum of 5 years of experience in information security compliance
  • Minimum of 3 years of experience in health or financial services industry
  • Minimum of 3 years of experience leading cross-functional project teams
  • Ability to competently use project management tools to manage TRI-AD’s compliance and IT Risk Management projects
  • Experience managing HIPAA Privacy & Security regulations, SysTrust Principles, ISO/IEC 27001:2013 certification, SSAE-16 SOC 1 and AT 101 SOC 2 controls, data privacy laws, and other IT industry compliance best practices

Key Knowledge, Skills, Abilities and Competencies:

  • Demonstrate advanced understanding of IT business processes and internal SysTrust controls for managing security, privacy, availability and processing integrity
  • Competent Project Manager: Accurately plan people and resources on major projects involving cross-functional teams; create plans to accommodate likely changes and potential delays; display competent management of all ongoing projects activities involving cross-functional teams and resources, closely monitoring milestones and deliverables
  • Strategic Thinking: Demonstrate excellent ability to create long-term plans and identify the long-term implications of major decisions; constantly evaluate the alignment of business processes and activities to strategic direction, including identifying opportunities to create synergy with processes outside own area and organization; possess a good understanding of operating environment and industry norms that affect the Associate's role and TRI-AD’s, and use this understanding to inform activities
  • Excellent Results Orientation: Demonstrate abilities to: act as an advocate for focusing on results, cut through confusion to get at important tasks, constantly realign activity with overall results, adapt activities appropriately, employ strategies to exceed targets, continue to push own performance beyond targets
  • Excellent Oral and Written Communicator: Demonstrate active listening skills and probe to understand deeper meanings and ideas; effectively and accurately summarize complex ideas and situations; Excel in the ability to structure complex ideas and situations to quickly and effectively convey messages to all audience types; demonstrate proper grammar and effectively utilizes a wide vocabulary to convey thoughts, ideas, and actions
  • Competent Influencer and Negotiator: Ability to create compelling, logical arguments for point of view; seek to convince others by matching argument to audience’s perspective; build arguments to sell ideas effectively and create buy-in from internal team members; manage significant negotiations, working within constraints to create a mutually satisfactory outcome
  • Competent Relationship Manger: Ability to build strong relationships with people of varying levels of seniority; able to work through difficult circumstances affecting key relationships
  • Self-Confident and Resilient: Ability to maintain a consistent level of performance under pressure; demonstrate persistence to overcome major obstacles and actively seek feedback
  • Make Decisions: Ability to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization
Senior Systems Administrator

Position Summary:

The Senior Systems Administrator serves as TRI-AD’s expert on systems administration in a large and complex computing environment. The Sr. Systems Administrator is responsible for the research, design, analysis, documentation and implementation of TRI-AD’s information systems and technology solutions in support of our clients' needs. The Sr. Systems Administrator will lead TRI-AD’s application administration, support desk continuity and workflow function, including documentation of help desk troubleshooting procedures, operations manuals, and user guidance.

Essential Duties and Responsibilities:

  • Perform analysis of all workstations, to determine need for additional applications and/or hardware to improve performance where necessary to support TRI-AD desktop applications
  • Performs analysis, development and design of optimal help desk workflow, system monitoring, lifecycle management, asset management, and environmental controls
  • Monitors and tunes TRI-AD’s application administration systems to achieve optimum performance levels
  • Establishes or recommends policies and procedures for system use and services
  • Performs software installations and upgrades to operating systems and layered software applications
  • Provide tier 2 Help Desk support (30-40%)
  • Manage and enforce Service Level Agreements for support ticket management, support of existing servers, storage, and infrastructure services for both Escondido and Phoenix office locations
  • Use working knowledge of VMware; VCenter, VMotion, create data pools, VM guests, migrations, Hot-add memory\CPU\Storage, ESX and VSphere upgrades, SRM and DRS to analyze, develop and implement application administration solutions
  • Use working knowledge of Windows Server, Active Directory, Terminal Services Server, Windows 7/10, Lotus Notes, Exchange, Office Suite, SQL Management Studio, IIS to analyze, develop and implement application administration solutions
  • Oversee storage area network and monitoring, 10 GB Ethernet and ISCSI connections
  • Research, analyze and develop end user security relative to antivirus, malware, and internet security programs
  • Conduct IT Operations Orientation and Training for new Associates
  • Develop and implement various training, job aids, and instruction for Associates on the use of operating systems, applications, and databases
  • Oversee and enforce Information Security as it relates to the Health Insurance Portability and Accountability Act (HIPAA) of 1996
  • May lead or guide the work of Associates engaged in similar functions

Minimum Qualifications, Education and Experience:

  • Bachelor's degree preferred in Computer Science, Management Information Systems, Internet Security Systems, Computer Networking or Information Technology
  • If degreed: 5 years of experience as an Administrator on a medium-sized network of servers, desktop systems and communications devices using current technologies
  • Non-degreed: 7 years of experience as an Administrator on a medium-sized network of servers, desktop systems and communications devices using current technologies
  • Required: MCSE, CompTIA A+, ITIL
  • Preferred: Microsoft MCP, Network+

Key Knowledge, Skills, Abilities and Competencies:

  • Ability to administer a 200+ node network, including firewalls, routers and switches
  • Ability to support networked printers and photocopiers
  • Knowledge of current communication devices and protocols, server and desktop technologies
  • Ability to negotiate hardware/software service and technical support contracts with vendors
  • Ability to manage multiple projects, activities and tasks simultaneously
  • Basic understanding of ITIL and IT management standards, security + standards in alignment with CISSP, and A+ standards
  • Working knowledge of VLAN’s and configuring switches, Wireless Access points, Firewalls and configuration, IDS (Intrusion Detection System), WAF (Web Application Firewall), WAN integration, and ISP bandwidth monitoring
  • Working knowledge of VB scripts, Net Use commands and power shell scripting
  • Physical demands include:
    • Telephone and computer utilization, sitting, standing, walking, climbing, lifting, bending, stooping, reaching, kneeling and carrying
    • Responsibilities may require working evenings and weekends, sometimes with little advanced notice; on call during non-working hours


Network Support Engineer

Position Summary: The Network Support Engineer is responsible for providing high-quality customer service to TRI-AD’s end-users and maintaining optimal IT Operations by assisting the Sr. Network Systems Engineer and Director of Operations with network components, desktop computing environment, related peripherals, end-user training and offering preventative hardware solutions. The Network Support Engineer will assess technical needs and metrics to provide strategic assessments and reports as well as identify, replicate, and troubleshoot to resolve end-user network problems.

Essential Duties and Responsibilities:

  • Install and configure end-user workstations and related hardware/software
  • Document all end-user interaction, including configuration and network requirements
  • Perform needs assessment of the local area network, wide area network, storage area network, including installation of additional hardware to improve performance where necessary to support company IT operations
  • Ongoing maintenance and support, requiring advanced knowledge of VMware; VCenter, VMotion, create data pools, VM guests, migrations, Hot-add memory\CPU\Storage, ESXi and VSphere upgrades, SRM and DRS
  • Ongoing maintenance and support of Palo Alto Firewalls, Network Load Balancers, and Web Application Firewalls
  • Ongoing maintenance and support of Juniper JunOS and Cisco IOS for Cisco and Juniper switches using 10GB Ethernet and VLAN Management
  • Ongoing maintenance and support of ITIL and IT management standards, Security + standards in alignment with CISSP, and Network+ standards
  • Perform Network protocols, TCP/IP sub-netting, CIDR, DNS, DHCP, NAT, DMZ, network port services, and IPSEC
  • Orion Network performance and application monitoring
  • VoIP phones: Program Hunt groups and ACD, move extensions, configure new phones, and troubleshoot issues
  • Ensure that physical network connections (i.e. Ethernet jacks, VoIP Phones) are in proper working order
  • Escalation point for support, system monitoring, configuration management, asset management, and environmental controls
  • Ongoing maintenance and support of VLAN’s and configuring switches, wireless access points, firewalls and configuration, IDS (Intrusion Detection System), WAN integration, and ISP bandwidth monitoring
  • Maintain and troubleshoot storage area network, fiber channel and ISCSI connections, and storage related monitoring
  • Advanced understanding of scripting and networking tools for network optimization and administration
  • Maintain and ensure firewall security relative to email filtering, content filtering, cyber security, load balancing and WAF
  • Orientation and training of new staff
  • Help enforce Information Security as it relates to the mandatory compliance with the Health Insurance Portability and Accountability Act (HIPAA) of 1996
  • Provide back-up Help Desk Support (10-15%)
  • Provide support in other IT Operations duties as assigned
  • Personnel Management: Assist in supervising and developing junior staff

Minimum Qualifications, Education and Experience:

  • Bachelor's degree preferred in Computer Science, Management Information Systems, Internet Security Systems, Computer Networking or Information Technology
  • If degreed: 2 years of experience as a Network Systems Engineer on medium-sized network of servers, desktop systems and communications devices using current technologies
  • Non-degreed: 4 years of experience as a Network Systems Engineer on a medium-sized network of servers, desktop systems and communications devices using current technologies
  • Required: Security +, Network +
  • Preferred: Network Platform Certification (i.e.; JUNOS, Palo Alto), MCSE, ITIL

Key Knowledge, Skills, Abilities and Competencies:

  • Ability to architect and maintain a 200+ node network, including firewalls, routers and switches
  • Ability to architect and support networked printers and photocopiers
  • Advanced knowledge of current communication devices and protocols, server and desktop technologies
  • Ability to negotiate hardware/software service and technical support contracts with vendors
  • Ability to manage multiple projects, activities and tasks simultaneously
  • Physical demands include:
    • Telephone and computer utilization, sitting, standing, walking, climbing, lifting, bending, stooping, reaching, kneeling and carrying
    • Responsibilities sometimes require working evenings and weekends, sometimes with little advanced notice; On call during non-working hours
    • Travel will be required to co-location facilities and remote offices approximately 10%


Business Systems Analyst

Position Summary:

The Business Systems Analyst (BSA) interacts with clients and internal teams to provide the collection and documentation of client system requirements, system configuration and election/payroll data file implementation and transmission. The BSA contributes to enhancing and meeting established project timelines, performs analysis and data support, and is the Subject Matter Expert for the clients he or she supports and manages.

Essential Duties and Responsibilities:

  • Interact with clients and their vendors to obtain and document system requirements based on the client’s benefit plan offerings
  • Support Client Service Managers in client meetings to provide technical benefits and systems consulting support and contribute/adhere to project plan
  • Act as a liaison to the IT programming and data management teams to resolve client issues and implement system changes
  • Identify and implement process improvements across the Health and Welfare team to ensure consistent, efficient service delivery
  • Escalate client and vendor issues to appropriate internal resources as needed
  • Serve as the subject matter expert on the underlying technologies that support our services
  • Provide first-line support for system configuration and performance issues
  • Demonstrate the ability to use detailed technical knowledge in working with clients
  • and their vendors to determine their needs and influence decisions and outcomes
  • Manage client technical issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives
  • Assist with system design and development by creating user requirements for system enhancements
  • Manage projects to ensure successful delivery
  • Participate in facilitating application enhancements, new products, data/file implementations
  • Perform and assist in managing all system configuration work
  • Manage the creation of, and all updates to, the client Benefits Administration Requirements Document for aligned clients
  • Lead the technical components of the requirements gathering and system design processes for system changes
  • Coordinate and provide support to the IT team on requirements for incoming demographic files and outgoing payroll and carrier files
  • Participate in new system requirements: design, development support, and testing
  • Assist with the implementation of new clients onto TRI-AD’s administrative services platforms
  • Support the sales process by assisting with RFP responses and participating in finalist meetings, as needed
  • Ensure all work is completed on time with an extremely high level of accuracy
  • Adhere to standardized work processes, tools, and methodologies to improve quality and profitability
  • Assist with updating and tracking issues on client issues logs as needed
  • Assist with documenting performance guarantees and processing metrics for clients
  • Demonstrate the ability to perform the role at a high level for very large and/or complex clients and/or a large number of clients.
  • Perform training and coaching of less-experienced Associates as a model for professionalism and effective communication

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree preferred; Masters degree a plus
  • Minimum of one (1) year experience administering employee benefit plans in one of the Health and Welfare service areas: eligibility and enrollment, reimbursement plans (FSA, HRA, HSA, etc.), COBRA
  • Minimum five (5) years experience working with benefits and/or HR information systems
  • Applicable professional certifications (CEBS, PHR, SPHR, CFC, etc.) a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Strong technical skills and experience managing business applications and working with databases and reporting
  • Proven project management skills in the areas of business application implementations and software development
  • Proficiency with MS office technology (Excel, Word, PowerPoint)
  • Excellent interpersonal skills
  • Clear, concise, and accurate oral and written communication skills
  • Ability to multitask and work on several projects simultaneously while working under pressure to meet deadlines
  • Logical thinker with strong problem-solving abilities
  • Excellent planning and organizational skills
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
    • Physical demands include:
    • General office work with some travel to client sites (via ground and air transportation)
    • Ability to travel to client sites with occasional overnight stays
    • While performing the duties of this job, associate is regularly required to use hands and fingers to handle, feel or operate objects, tools or controls, and to reach with hands and arms. Associate is frequently required to stand, talk and hear


Wendy, 20 Years
"The main reasons I have stayed with TRI-AD for 20 years are that I believe in TRI-AD's values and I appreciate the caring environment for the employees. I enjoy the Associates I work with and the relationships I've built, both while enduring the challenges and enjoying the successes together."

Christine, 9 Years
"I like working at TRI-AD because of the integrity I see in all levels of the company. The work environment is friendly and lends to the feeling of being part of a team. I LOVE my job!”

Steve Fritsche, 16 years
"I like working at TRI-AD because I am encouraged to use my creativity to find ways to delight our clients."