Open Positions

Current opportunities to join our team:

Risk and Compliance Specialist, IT

Position Summary:

The Risk and Compliance Specialist of Information Technology 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
Software Development - Team Lead

Position Summary:

The Software Development Team Lead will report to the Software Development Director, overseeing a small team of software developers, in-house and offshore, for specific business application development projects.

Essential Duties and Responsibilities:

  • Lead a team of offshore software developers dedicated to developing the next version of our benefit eligibility and enrollment system
  • Provide senior-level technical review and support to other programmers on the team
  • Work with requirements team (business analysts/subject-matter experts) to understand the requirements and convert them to technical specifications for the developers
  • Create development sprints and stories using Agile development; review and validate developer time estimates in conjunction with actual development time
  • Provide hands-on systems design and programming as needed to meet development demands and project requirements
  • Using software tools and personal experience, manage developer coding standards and security protocols
  • Ensure application stories are completed according to user requirements, specifications and scope in a timely manner and within budgetary guidelines
  • Provide and manage best practices software configuration management processes, specifically software release and version management from development to testing to production
  • Work closely with product, project and quality assurance managers and team to ensure delivery of quality product both on time and that meets user specifications
  • Assist in the evaluation and research of innovative technologies and development environments

Minimum Qualifications, Education and Experience:

  • Bachelor's degree in Computer Science or related field preferred
  • Five to ten years of senior level software development, with experience as a technical team lead for software development projects

Key Knowledge, Skills, Abilities and Competencies:

  • Solid understanding of software product life cycle and software engineering and development processes and tools (Agile development knowledge required)
  • Proven ability to lead a team of developers in a collaborative team environment
  • Strong working knowledge of .Net software platform and SQL 2008/2012
  • Ability to work within a fast-paced development environment with an entrepreneurial spirit
  • Demonstrated ability to deliver quality software production schedule and within budget
  • Demonstrated ability to deliver results, prioritize activities, and manage time effectively
  • Ability to work with internal and external customers in a professional manner to ensure project deadlines are met
  • Prefer experience in employee benefits, card processing/financial services industry or in a high-transactional processing environment


Data Programmer/Analyst

Position Summary:

The Data Programmer/Analyst is responsible for the data management exchange function between TRI-AD and clients. This includes managing file exchanges for new client implementations, changes and ongoing electronic data interchanges. This position will work with clients to establish data requirements and program required data formatting specs, validation routines and work flow interchanges. The Data Programmer/Analyst will also set up secure electronic transmission processes, develop reports, conduct research, troubleshoot data issues and assist with system configuration, testing and data import into various administration systems.

Essential Duties and Responsibilities:

  • Work with our clients' data management staff to review file specifications and requirements and establish mutually agreed-upon detailed file specifications, file formats, and secure transmission processes
  • Implement electronic data exchanges with new clients and with third party partners & vendors
  • Manage ongoing file processing with a book of clients across a variety of service areas and file types
  • Creates reports, both custom and standard, as well as all required architecture, to ensure proper data integrity and transfer to clients and carriers
  • Configure file processing automation for importing and exporting to/from various trading partners and clients
  • Research data issues and resolve as necessary
  • Work closely with software development team and end-users to ensure business needs are being met
  • Participate in status review and post-deployment review meetings
  • Assist with root cause analysis when necessary
  • Maintain up-to-date technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
  • Participate with Production Support Team to redefine processes to increase efficiencies
  • Serve a lead electronic data interchange (EDI) role with clients so must be able to manage projects, take initiative and have good communicates skills. Will be working with cross-functional teams working together to serve our clients
  • Participate in software and system configuration testing and other duties as assigned based on the business needs

Minimum Qualifications, Education and Experience:

  • Associate’s degree or higher completed in an information technology field (or related field) or equivalent combination of education and experience; Bachelor's degree in Information Systems is preferred
  • 2 –3 years of electronic data interchange (EDI) experience in data intensive environment
  • Strong SQL server programming skills
  • Experience with SQL Server Reporting Services (SSRS) or other similar report writing tools
  • Experience with VisualCron a plus
  • Experience working in Windows and .Net platform environments
  • Familiarity with XML a plus
  • Substantial exposure to project-based work structures

Key Knowledge, Skills, Abilities and Competencies:

  • Extremely client-focused with responsive attitude and sense of urgency
  • Desire and ability to consistently produce high quality, accurate work
  • Excellent planning and organizational skills
  • Logical thinker, good problem-solving abilities
  • Excellent interpersonal skills and communication skills
  • Experience in the employee benefits industry a plus
  • Strong knowledge of database structure and theory required
  • Strong knowledge of structured query language (SQL) required
  • Strong analytical skills required
  • Physical demands include:
    • 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
    • Lift 20 pounds
    • Additional hours may be required during peak periods


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; Master's degree a plus
  • Minimum of one 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 years of 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


Quality Assurance Analyst

Position Summary:

Under direct supervision, the Quality Assurance (QA) Analyst will conduct user acceptance testing (UAT) for client configurations, analyze and report results based on documented product or client requirements, prepare specific testing scenarios and oversee UAT timeline with client. Testing will occur within web platforms and will include analysis of imported and exported data.

Primary Responsibilities:

  • Execute and document test conditions and test cases
  • Verify configuration based on requirements document
  • Validate that products, including all required functions, interfaces and work flows, perform in accordance with technical specifications and meet user business needs
  • Manage defects by recording, reporting, analyzing and tracking to resolution
  • Re-test as often as needed to validate complete resolution
  • Work with users (internal or external) during acceptance testing to ensure resolution of problems/issues identified
  • Perform manual testing of software via impersonation
  • Build and/or run scripts in conjuction with automated and load testing (not required but preferred)
  • Interact directly with client to oversee UAT and accomplish established timeline
  • Maintain responsibility for keeping client on target with testing timeline
  • Participate in frequent project-based work structures
  • Take initiative and communicate to appropriate staff to ensure tasks or additional information is required to meet or adhere to hard deliverable dates
  • Possess ability to multitask and manage frequent client requests

Minimum Qualifications, Education and Experience:

  • Bachelor's Degree or equivalent combination of work experience and education required
  • Minimum 3 years of testing experience in a consumer/client-facing website environment
  • Minimum 2 years of experience in Benefits Administration or Healthcare Industry experience
  • Manual testing experience required; automated testing experience preferred
  • Minimum 3 years of experience testing and troubleshooting

Key Knowledge, Skills, Abilities and Competencies:

  • Strong understanding of Quality Assurance methodologies and practical applications
  • Excellent attention to detail, able to spot errors and inconsistencies in complex data
  • Competent systematic thinker, able to work through new, relatively complex situations using known practices
  • A good understanding of best practices and methodologies in software development quality assurance and testing
  • Ability to research, assess, audit, and apply information to practices and standards
  • Excellent analytical thinker, able to reorganize, codify and present complex data from many sources
  • Excellent knowledge of Microsoft Office products with emphasis on Word, Excel and MS Project
  • Exceptional organizational skills that demonstrate the ability to manage and prioritize deliverables, flexibility based on team priorities and strong problem-solving skills
  • Competent at analyzing and dissecting problems. Brings data from different sources into a consistent and manageable form, making summaries based on appropriateness
  • Physical demands include:
    • 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
    • Additional hours may be required during peak periods


Client Operations Specialist I, Health & Welfare

Position Summary:

The Client Operations Specialist I works with the Reimbursement and Continuation of Benefits operations teams, Client Services, Participant Services, clients and participants to research, resolve and respond to participant, client and plan set-up issues for all clients engaged in Reimbursement, Continuation of Benefits, Direct Bill, Leave or Absence and Retiree services.

Essential Duties and Responsibilities:

  • Research, resolve and respond to participant-level operations questions and issues from participants and clients
  • Act as liaison between Participant Services, Operations and Client Services for participant issues, facilitating client contact where necessary
  • Configure all new client plan set-ups and add-on services or terminations into the system(s)
  • Coordinate all new and existing third-party vendor relationships, set-ups and maintenance as necessary to support ancillary services with vendor partners
  • Coordinate Open Enrollment operations activity including configuring plans and changes, adding/deleting third party vendor activities, coordinating QA and File activities and monitoring fulfillment activities
  • Inform and escalate unresolved participant, client or system issues to Client Service Manager
  • Perform routine daily support activities (daily payroll, discrepancies, scan, work-ingprogress reports, work tickets, emails, client email boxes)
  • Perform quarterly activities (carrier audits, negative balances)
  • Perform special request projects/out-of-scope projects as requested by client (special reports, audits)
  • Actively participate in process improvement by suggesting improvement changes, writing and QA’ing processes and procedures and annually reviewing procedures for updates/changes
  • Assist in training clients and internal customers on system functionality
  • Serve as a back-up to other Operations Specialists, when needed
  • Perform any other task as required

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree or equivalent experience accepted
  • Minimum of one year of 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 Benefits Administration services a plus
  • Minimum of one year of experience using any systems (Reimbursement systems, COBRAEas, Benefits Administration)
  • Current certifications in Flexible Compensation or COBRA administration a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Effective Writing: 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
  • Exceptional attention to detail: ability to concentrate on the minutiae that make up a larger job or issues; view and enter detailed data accurately, spot inconsistencies or patterns that may contribute to a bigger picture, sift through noise or non relevant data to isolate an issue, perform all tasks at an exceedingly high rate of accuracy
  • Exceptional time management: executing the proper planning and control over the amount of time spent on specific activities including effective prioritization skills, ability to recognize what is important, understand the difference between urgent and important and avoid becoming overwhelmed in order to meet participant or client expectations; ability to consistently meet deadlines and/or communicate challenges early to re-prioritize tasks and/or deploy additional resources as necessary
  • Effective delivery of varied communication styles: ability to understand your own natural style and adapt that style to varied communication styles of others to ensure effective communication occurs
  • Adaptability and flexibility to work in teams or independently: ability to work interdependently, requiring you to communicate well and often and/or recognize each member of the team for their important contributions to meet the common goal or deadline and are 100% accountable for each others contributions, supporting differing view points; taking initiative and working independently when needed, working at a pace that is sustainable with self-monitoring and self-correcting to meet objectives and deadlines, taking full ownership of outcomes
  • Intermediate Excel skills: ability to create spreadsheets, enter basic formulas, copy/paste content or formulas, Vlookup, modify print functions, sort and filter data and save/rename files
  • Physical demands include:
    • General office work
    • Ability to sit for long periods of time
    • Lift 20 pounds
    • Additional hours may be required during peak periods
    • This position requires the person to physically be in the office


Senior Operations Processor, Health & Welfare

Position Summary:

The Health & Welfare Senior Operations Processor supports the Client Operations Specialist team ensuring participants’ documents are processed accurately and timely on a daily basis. This position also works with the Client Operations Specialists providing payment processing, standard reporting services for all clients that utilize Reimbursement and Continuation of Benefits services, and works to resolve any participant specific issues dealing with payments and reporting.

Essential Duties and Responsibilities:

  • Process and collate COBRA client records
  • Process COBRA enrollments (online and mail)
  • Scan COBRA and FSA documentation
  • Fax COBRA documentation to carriers
  • Process online COBRA updates
  • Processing premium billing account updates
  • Follow-up on COBRA updates
  • Fold (operate folding machine) for FSA and COBRA departments
  • Monitor fax management system for incoming faxes and manage processed faxes
  • Prepare FSA claims, attaching artifacts to participants’ claims
  • Process and disburse FSA/COBRA emails
  • Process incoming and returned mail for FSA, COBRA, Benefits Admministration
  • Generate and mail out claim denials and notifications
  • Handles Certified and regular mail
  • Fulfill Welcome Kits and Employee Statements (HSA, FSA)
  • Fulfill Benefits Options Sheets and Confirmations (Benefits Administration)
  • Fulfill Open Enrollment materials
  • Maintain knowledge of all payments, audits, and processor tasks and fill in where/when necessary
  • Process and generate checks, payments, check registers and bank deposits for banking on a daily basis
  • Process Direct Deposit account changes when notified by banking
  • Process COBRA and Benefits Administration payments, ACH and checks daily
  • Process daily check deposit for COBRA premiums
  • Prepare and send collection letters when necessary
  • Research and process any void/reissue checks and stop payments
  • Refund check processing for COBRA participants
  • Process repayment checks daily:
    • Includes working with internal banking and clients for outside bank accounts
    • Includes sending reports to clients
  • Generate any standard client reports (ineligible transaction and stale dated check reports) monthly for distribution to client
  • Process monthly billing reports for COBRA clients (Premium Billing checklist, vendor bill)
  • Compile and enter operations daily metrics on corporate Intranet
  • Manage work tickets daily
  • Audit Performance Guarantee clients for FSA and COBRA per signed performance guarantee agreements
  • Serve as a back-up other Operations Processor team members
  • Actively participate in process improvement by suggesting improvement changes, writing and QA’ing processes and procedures, and annually reviewing procedures for updates/changes
  • Serve as a back-up for front desk coverage when necessary
  • Perform miscellaneous administrative duties and any other tasks as required

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree or equivalent experience accepted
  • Minimum of 3 to 4 years of basic/general office experience
  • Minimum of 2 years of experience administering employee benefit plans in one or more of the Health & Welfare areas (eligibility and enrollment, reimbursement plans - FSA, DCA, HRA, HSA, etc.), continuation of benefits plans (COBRA, LOA, Retiree, Direct Bill), or Online Benefits Administration and Enrollment services a plus
  • Experience using any administration systems a plus
  • Previous banking/accounting experience a plus
  • Current certifications in Flexible Compensation or COBRA Administration a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Exceptional organization skills: Ability to process, collate, and distribute numerous different types of documents on a daily basis and ensure the proper documents reach the proper end-user in an acceptable amount of time
  • Strong multitasking skills: Ability to work on multiple different tasks at once and not lose focus, bouncing randomly from one task to another
  • Exceptional attention to detail: Ability to concentrate on the minutiae that make up a larger job or issue; spot issues or inconsistencies that may contribute to a bigger picture; perform all tasks at an exceedingly high rate of accuracy
  • Strong prioritization skills: able to manage your time and prioritize projects throughout the day to stay on top of schedule and maximize productivity; be flexible when it comes to daily tasks, assisting with coverage, and additional projects as required
  • Repetitive tasks: Ability to be engaged in performing repetitive daily tasks while maintaining a high level of accuracy
  • Intermediate Excel skills: High level of comfort handling and working in spreadsheets daily; ability to create spreadsheets, enter basic formulas, copy/paste content or formulas, modify print functions, sort and filter data and save/rename files
  • Exceptional time management: Executing the proper planning and control over the amount of time spent on specific activities, including effective prioritization skills; avoid becoming overwhelmed by the unknown amount of banking requests (fluctuates daily); ability to meet daily banking deadlines, monthly billing and audit reporting deadlines, and communicate early to re-prioritize tasks and/or deploy additional resources, as necessary
  • Effective writing: 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
  • Physical demands include:
    • General office work
    • Ability to sit for long periods of time
    • Ability to lift 20 pounds
    • Additional hours may be required during peak periods
    • This position requires the person to physically be in the office


Operations Processor, Health & Welfare

Position Summary:

The Operations Processor supports the Client Operations Specialist team, ensuring participants’ documents are processed accurately and timely on a daily basis.  This position also performs audits for the Performance Guarantee Clients, the Carrier Invoices, and COBRA terminations to ensure that quality assurance within the Reimbursement and Continuation of Benefits operations services are within the standards set by TRI-AD.

Essential Duties and Responsibilities:

  • Process and collate COBRA client forms/notices
  • Scan COBRA and FSA documentation
  • Fax COBRA documentation to carriers
  • Process online COBRA updates
  • Process Premium Billing account updates
  • Complete COBRA update follow-ups
  • Fold (operate folding machine) for FSA and COBRA departments
  • Monitor fax management system for incoming faxes and manage processed faxes
  • Prepare FSA claims, attaching artifacts to participant claims
  • Process and disburse FSA/COBRA emails
  • Process incoming and returned mail for FSA, COBRA, Benefits Administration
  • Generate and mail out claim denials and notifications
  • Handle certified and regular mail
  • Fulfill Welcome Kits and Employee Statements (HSA, FSA)
  • Fulfill Benefit Options Statements and Confirmations for Benefits Administration
  • Fulfillment of Open Enrollment materials
  • Perform quarterly Performance Guarantee Audits for the Reimbursement and Continuation of Benefits clients. Consists of auditing FSA and COBRA accounts and compiling all results for the Client Services team to report to the client
  • Perform daily COBRA Termination audits to ensure proper documentation of terminations
  • Audit incoming carrier invoices against internal records. When necessary reach out to carriers for un-delivered invoices
  • Coordinate with Client Operation Specialists when discrepancies are found during audits, to get participant accounts updated
  • Inform and escalate discrepancies and resolutions to the Client Services Manager
  • Track and document results of all audits
  • Serve as a backup to other Processors
  • Serve as a backup for front desk (reception/phones) when necessary
  • Participate in process improvement by suggesting improvement changes, writing and quality checking processes and procedures, and annually reviewing procedures for updates or changes
  • Handle miscellaneous administrative duties or perform other tasks as necessary

Minimum Qualifications, Education and Experience:

  • High School Diploma and working towards college degree or equivalent experience
  • Bachelor's degree a plus
  • Minimum of 1 – 2 years basic/general office experience
  • 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 Administration services a plus
  • Current certifications in Flexible Compensation or COBRA Administration a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Exceptional organization skills: ability to process, collate, and distribute numerous different types of documents on a daily basis and ensure the proper documents reach the proper end-user in an acceptable amount of time
  • Strong multitasking skills: ability to work on multiple different tasks at once and not lose focus, bouncing randomly from one task to another
  • Exceptional attention to detail: ability to concentrate on the minutiae that make up a larger job or issue; spot issues or inconsistencies that may contribute to a bigger picture; perform all tasks at an exceedingly high rate of accuracy
  • Strong prioritization skills: able to manage your time and prioritize projects throughout the day to stay on top of schedule and maximize productivity; be flexible when it comes to daily tasks, assisting with coverage, and additional projects as required
  • Repetitive tasks: ability to be engaged in performing repetitive daily tasks while maintaining a high level of accuracy
  • Physical demands include:
    • General office work
    • Ability to sit for long periods of time
    • Ability to lift 20 pounds
    • Additional hours may be required during peak periods
    • This position requires the person to physically be in the office


Client Services Administrative Assistant, Health & Welfare (Part-Time)

Position Summary:

The Health & Welfare Client Services Administrative Assistant works with the Health & Welfare Client Services team, providing ongoing support for all of TRI-AD’s Health & Welfare Benefits Administrative needs. The Client Services Administrative Assistant also provides support for numerous client-related deliverables such as communications for benefit fairs, plan documents and Client Service Agreements. The Administrative Assistant also ensures all internal and external client documentation is complete and current.

Essential Duties and Responsibilities:

  • Serve as administrative support to Client Service Managers on various client internal projects and issues
  • Use available resources to gain deeper knowledge of the services provided by the H&W practice
  • Identify and implement process improvements across the H&W team to ensure consistent, efficient service delivery
  • Represent TRI-AD at client benefit fairs to educate participants on plan features and benefits
  • Escalate issues to appropriate internal resources as needed
  • Develop an understanding of the underlying technologies that support our services
  • Request access updates from IT
  • Ensure all client plan documentation and contact information up-to-date in electronic document storage and client relationship management systems.
  • Prepare internal and client documentation for CSM review and delivery, such as:
    • Client annual service review documents
    • Service agreement renewals
    • Change orders
    • Plan requirements and plan documents
    • Client meeting materials
    • Performance guarantee results
    • FSA plan reconciliation letters
  • Prepare, deliver, and manage selected internal and client documentation, such as:
    • Client and carrier questionnaires
    • Carrier contact information
    • Process documentation
    • Task/project requests (TPRs)
  • Create and/or review custom correspondence to clients and their participants
  • Assist Business Systems Analysts with management of client email boxes, as needed
  • Perform tasks related to the implementation of new clients onto TRI-AD’s administrative services platforms
  • Ensure all work is completed accurately and on time
  • 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
  • Coordinate on-site client meetings
  • Provide back-up coverage for front desk switchboard
  • Assist Sales and Marketing with completion of Request For Proposals

Minimum Qualifications, Education and Experience:

  • Associate's degree
  • Minimum 2 years of Administrative Assistant experience, preferably in Benefits Administration or Business Services industry

Key Knowledge, Skills, Abilities and Competencies:

  • Very strong interpersonal communication and relationship-building skills
  • Proficiency with MS office technology (Excel, Word, PowerPoint)
  • Experience with benefits and/or HR information systems a plus
  • Clear, concise, and accurate oral and written communication skills
  • Ability to multi-task and work on several projects simultaneously while working under pressure to meet deadlines
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
  • Adobe Presenter experience a plus for use in video recordings
  • Familiarity with DocuSign
  • Excellent organizational skills
  • Physical demands include:
    • General office work with some travel to client sites
    • 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


Marketing Analyst

Position Summary:

The Marketing Analyst will identify key opportunities for new Health and Welfare initiatives, generating sales forecasts, and make appropriate recommendations to the VP, Health and Welfare Sales. The Marketing Analyst will conduct marketing program, business, and trend analysis with predictive statistics, customer profiling, and data analysis as well as managing Request for Proposal (RFP) preparation, delivery and timeline.

Primary Responsibilities:

  • Serve as point person for H&W RFP development and response, working closely with internal subject matter experts and VP of Sales
  • Manage RFP deadlines, prepare responses to advisor/prospect questions
  • Maintain and regularly update RFP Q&A tool to ensure answers are current and accurate
  • Prepare finalist and other sales-related presentations
  • Maintain and regularly update prospect, advisor and alliance databases, as well as sales pipeline
  • Assess market offerings and functionalities that can improve and/or enhance TRI-AD’s service capabilities
  • Assess and maintain a competitor database that outlines their pricing, capabilities and differentiators
  • Collaborate with VP of Sales to schedule, develop content and determine appropriate media for distribution (e.g., paper, electronic, social media, etc.)
  • Support sales efforts including finalist presentations, product demonstrations
  • Support internal marketing communication material development as needed

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree preferred
  • If degreed: 2 years marketing experience, preferably in the Health and Welfare Benefits, Consulting/Brokerage, Health & Welfare Insurance Carrier Industry
  • Non-degreed: 5 years marketing experience, preferably in the Health and Welfare Benefits, Consulting/Brokerage, Health & Welfare Insurance Carrier Industry
  • Health and Welfare Benefits Administration experience a plus
  • Advanced user of MS PowerPoint and Word

Key Knowledge, Skills, Abilities and Competencies:

  • Strong initiative – identifies ways to improve processes/situations, takes responsibility for improvements or solving problems
  • Self-directed – able to objectively assess own performance, takes action to develop own competence, sets own challenging short, mid and long-term goals
  • Superior self confidence and resilience – copes effectively with pressure, demonstrates persistence in the face of obstacles, remains optimistic in the face of negative feedback
  • Excellent relationship management skills – ability to initiate and grow mutually beneficial relationships, actively develops networks, manages potentially difficult relationships
  • Excellent interpersonal skills – socially capable, collaborative, interacts confidently, reads the situation, empathetic and can evaluate likely reactions
  • Superior organizational skills - ability to juggle multiple projects and Request for Proposals at the same time, tracking the status of each and what is outstanding with whom throughout the process
  • Superior oral and written communication skills – uses grammar, vocabulary and style to describe situations, ideas, structures communication logically, listens, responds to prompts and summarizes
  • Adept learning capability – picks up new skills quickly, develops expertise, actively participates in training and development activities
  • Comfortable working with people at all levels of the organization to attain the desired results on time
  • Physical demands include
    • Travel 5-10% for conferences, benefit fairs, sales presentations
    • 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


IT Help Desk Specialist I

Position Summary:

The IT Help Desk Specialist I is responsible for the efficient operation of the company’s desktop computing environment, peripherals, and end-user support. The Help Desk Specialist supports the IT Operations Department in maintaining company active directory organizational units for users and domain computers. This will include naming conventions, account cleanup, and a monthly review of terminated accounts in active directory-related systems according to HR data, supporting existing servers, storage, and infrastructure services in accordance with standards and project/operational requirements for all office locations. Other duties Terminal Services Support, Desktop and Thin Client support, maintaining case tickets and escalation points in the support desk software, email administration, basic SharePoint administration, troubleshooting and repair of cabling and termination points, workstations and network security, documentation of processes and pertinent information in company knowledge base tools. 70% of time will be spent on Help Desk Support and 30% on Systems Administration:

Primary Responsibilities:

  • Monitor system and Help Desk workflow
  • Manage lifecycle, assets and environmental controls
  • Setup and maintain HP and Dell servers including RAID arrays
  • Install and configure end-user workstations and related hardware/software
  • Perform network protocols, TCP/IP sub-netting, DNS, DHCP, NAT, DMZ, network port services and IPSEC
  • VoIP phones: Program hunt groups and ACD, move extensions, configure new phones and troubleshoot issues
  • Ensure that physical desktop connections (i.e., ethernet jacks, VoIP phones) are in proper working order
  • Maintain and troubleshoot end-user security relative to antivirus, malware and internet security programs
  • Deliver overview of TRI-AD IT systems to new Associates
  • Help enforce Information Security as it relates to the Health Insurance Portability and Accountability Act (HIPAA) of 1996: Compliance of this and Internal TRI-AD IT policies and procedures is mandatory for all TRI-AD Associates

Minimum Qualifications, Education and Experience:

  • Bachelors degree preferred in Computer Science, Management Information Systems, Internet Security Systems, Computer Networking or Information Technology
  • Working knowedge of Windows Server 2008/2012, Active Directory 2008/2012, Terminal Services Server, Windows 7/8, Lotus Notes (a plus), Office Suite 2007-2016, IIS 6/7
  • If degreed: 0-2 years experience as an Administrator or Help Desk I on a medium-sized network of servers, desktop systems and communications devices using current technologies
  • Non-degreed: 2-5 years experience as an Administrator or Help Desk I on a medium-sized network of servers, desktop systems and communications devices using current technologies

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 manage multiple projects, activities and tasks simultaneously
  • Understanding of Active Directory Scripting, GPOs and Power shell
  • Understanding of storage area network, fiber channel, ISCI connections and storage monitoring
  • Understanding of VLANs and configuring switches, Wireless Access points, firewalls and configuration, Intrusion Detection System (IDS), Web Application Firewall (WAF), WAN integration and ISP bandwith monitoring
  • Understanding of network protocols, TCP/IP sub-netting, DNS, DHCP, NAT, DMZ, network port services and IPSEC
  • Basic understanding of ITIL and IT management standards, security in alignment with CISSP and A+ standards
  • Physical demands include:
    • General office work
    • 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


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


Banking Administrator (Part-Time)

Position Summary:

The Banking Administrator will process daily banking transactions and all related activity.

Essential Duties and Responsibilities:

  • Process COBRA and Premium billing withdrawals – issue checks, initiate electronic transfers
  • Issue checks to COBRA participants for refunds
  • Process FSA-required transactions as per daily reports – review/request funding, initiate electronic transfers, release payments in system
  • Process HSA contributions – initiate electronic transfers from client and to HSA custodian bank
  • Process Commuter Benefits transactions – initiate electronic transfers from client and to commuter products vendor
  • Remote deposit participant checks for COBRA and FSA

Minimum Qualifications, Education and Experience:

  • High school diploma
  • Completion of general accounting classes and/or training
  • Account reconciliation experience or one year of general accounting experience
  • Banking experience preferred

Key Knowledge, Skills, Abilities and Competencies:

  • Accounting skills – reconciliation of bank accounts
  • Attention to detail – high accuracy rate required
  • Basic MS Excel skills, knowledge of formulas
  • Proficiency with 10 key number pad
  • Good with numbers – can easily identify discrepancies, anomalies
  • Able to communicate effectively with both clients and off-shore team
  • Physical demands include:
    • Abliity 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, 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."