Open Positions

Current opportunities to join our team:

Receptionist

Position Summary:

The Receptionist, our "Director of First Impressions," provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate Associates, mail distribution, flow of correspondence, greeting participants and visitors, as well as additional clerical and administrative duties.

Essential Duties and Responsibilities:

  • Answer phone with a positive, helpful demeanor, directing caller to the appropriate department or Associate
  • Greet and sign-in visitors with a positive, caring attitude
  • Maintain security by following procedures, monitoring log book, issuing visitor badges and key cards
  • Open and distribute mail and deliveries, including entering checks into the system
  • Prepare all overnight and certified shipping
  • Order supplies for shipping
  • Prepare daily reports for the phone system and send copies to managers as needed
  • Train backup front desk Associates on the phone system, voicemail procedures, etc.
  • Arrange for repairs and maintenance of the HVAC, roof, plumbing, electrical and other facility issues in the suites with approved vendors
  • Act as liaison between property management, vendors, and tenants
  • Update front desk computer welcome screen with monthly service anniversaries, special announcements, visitor logos and more
  • Update, print and laminate name badges and emergency cards for Senior Management and Associates
  • Prepare invoices for certain service lines
  • Assist Associates in signing up for certain Associate perks
  • Provide backup clerical support to other departments as needed
  • Track and purchase gifts for clients and Associates
  • Assist Human Resources on some personnel-related tasks
  • Maintain extensions list
  • Ensure all safety concerns are called in to police
  • Track and handle outgoing shipping needs
  • Other general office duties as assigned

Minimum Qualifications, Education and Experience:

  • High School Diploma
  • Mimimum of 2 years of experience handling incoming and outgoing on a multi-line phone system

Key Knowledge, Skills, Abilities and Competencies:

  • Competent self-awareness – Is able to manage emotions in a positive way; has the ability to understand one's own natural style and adapt that style to varied communication styles of others to facilitate effective communication
  • Socially capable – Shows excellent ability to "read" an audience, interact with individuals and groups, strike up rapport and command attention appropriately; can interact confidently with visitors, callers, and Associates; takes time to consider best way to approach a given situation and acts accordingly
  • Reliability and conscientiousness - Is known to be reliable and demonstrate a conscientious approach to work
  • Values alignment – Fully engaged with the organization’s values and goals; able to be an enthusiastic ambassador for the organization in all of TRI-AD's stated values: Integrity, Accountability, Service, Empowerment, Initiative and Positive Attitude
  • Capable decision-making – Able to make decisions quickly using facts available and common sense judgment to mitigate risk
  • Task management – Is able to prioritize tasks based on importance and urgency requirements; can make accurate estimates of time and resource requirements
  • Flexibility - Adaptability to working in teams or independently
  • Computer proficiency – Ability to create spreadsheets, enter basic formulas, copy/paste content or formulas, modify print functions, sort and filter data and save/rename files using MS Word, Excel
  • Physical demands include:
    • General office work
    • Ability to sit for long periods of time
    • Additional hours may be required during peak periods
    • This position requires the person to physically be in the office


Participant Services Associate (Positions available in Phoenix, AZ and Escondido, CA)

Position Summary:

The Participant Services Associate effectively responds to incoming participant calls and emails and professionally assists participants using available resources and sound judgment.

Essential Duties and Responsibilities:

  • Respond to participant inquires via phone calls, emails and voicemails within standard service level agreements
    • Answer incoming call within 60 seconds
    • Emails received before 2pm must be answered the same day
    • Emails received after 2pm must be answered by 10am the following day
    • Voicemails received before 4pm must be responded to the same day
  • Comfortable navigating multiple internal software programs while troubleshooting participant issues
  • De-escalate calls using available resources
  • Identify and escalate issues that require additional research
    • Place the caller on hold while a ticket is entered to be submitted to the research team for investigation
  • Complete ongoing training to become well-versed in different plan areas
  • Backup other Participant Services team members
  • Assist with updating process and procedures
  • Assist with any other activity as needed
  • Act as a team player
  • Exceptional attendance is required to ensure participant calls are answered in a timely manner and work is distributed fairly amongst team members

Minimum Qualifications, Education and Experience:

  • High School Diploma or GED
  • Some college preferred, equivalent experience accepted
  • Current certifications in Flexible Compensation or COBRA administration a plus
  • 1+ years of customer service experience analyzing and solving customer problems, or 1 year of experience in an office setting environment using the telephone and computer as the primary instruments to perform job duties
  • Experience administering employee benefit plans in one of the Health and Welfare areas: eligibility and enrollment, reimbursement plans (FSA, DCA, HRA, HSA etc.), continuation of benefits plans (COBRA, LOA, Retiree, Direct Bill), or Online Benefits Enrollment systems a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Provide excellent customer service:
    • Patience: The ability to stay patient when the participant is confused and frustrated, meanwhile taking the time to truly figure out what the caller wants
    • Attentiveness: The ability to really listen to customer is crucial for providing great customer service
    • Clear communication skills: the ability to get to the problem at hand quickly and clearly communicate to customers, keep it simple and leave nothing to doubt
    • Positive attitude: maintain a cheery persona in spite of dealing with people who may be unhappy
  • Effective delivery of varied communication styles: The ability to understand your own natural style of communication and adapt that style to varied communications styles of others to ensure effective communication
  • Multitasking: the ability to approach multiple tasks and clearly establish which task is more important, then immerse yourself in immediate task, while not forgetting about what remains to be done next
  • Effective writing: the ability to craft a succinct response that addresses simple to complex inquiries in a tone that is appropriate for the intended audience, using proper organization, phrasing and grammar
  • Team player: the ability to willingly work in cooperation with others. This means being accountable, as the team counts on each member to be at work everyday in order for work distributed fairly and to maximize customer service. This includes arriving to work on time and taking breaks and lunches on time to insure that no individual team member is being inundated with calls because another Associate did not take his/her break on time. Maintain an encouraging and optimistic attitude to avoid spreading negative energy. Maintaining an encouraging an encouraging an optimistic attitude is key to creating a collaborative thriving environment
  • Exemplify TRI-AD core values: integrity, service, initiative, positive attitude, accountability and empowerment
  • Physical demands include:
    • General office work
    • Ability to sit for long periods of time
    • Additional hours may be required during peak periods
    • This position requires the person to physically be in the office


Wendy, 21 Years
"The main reasons I have stayed with TRI-AD for 21 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, 12 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, 19 years
"I like working at TRI-AD because I am encouraged to use my creativity to find ways to delight our clients."