Open Positions

Current opportunities to join our team:

Business Systems Analyst I

Position Summary:

The Business Systems Analyst (BSA) I position requires strong employee benefits administration knowledge that supports managing our clients' benefits plans. This position will be part of a client-specific support team working in conjunction with a Senior BSA. Additionally, the BSA I will work closely with client services and operations teams.
The BSA I role involves the analysis and documentation of client system requirements, configuration of benefits administration systems, and monitoring election/payroll data file implementations and transmissions. Other significant functions include managing project timelines, performing research and analysis of system and data management errors/discrepancies, and supporting the Senior BSA with day-to-day client interactions.

Essential Duties and Responsibilities:

  • Interact with clients and their vendors to obtain and document system requirements based on the client’s benefit plan offerings
  • Serve as a liaison to the IT programming and data management teams to resolve client issues and implement system changes under Senior BSA guidance
  • Assist with requirements gathering process for new client implementations and ongoing annual plan changes
  • Maintain client requirements document with changes and updates
  • Support Senior BSA and Client Service Managers when meeting with clients to provide technical benefits and systems consulting support
  • Identify and participate in process improvements across the H&W team to ensure consistent, efficient service delivery
  • Escalate client and vendor issues to appropriate internal resources as needed
  • Provide first-line support for system configuration
  • Demonstrate the ability to use detailed benefits knowledge in working with clients and their vendors to support their benefit plan requirements
  • Manage client technical issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives
  • Perform data analysis by using advanced desktop tools within Excel (eg. Vlookup/Pivot Tables) and various data comparison tools (e.g., Beyond Compare)
  • Support Senior BSA with managing projects to ensure successful delivery
  • Participate in providing detailed documentation of requirements for data/file implementations
  • Perform system configuration work as directed
  • Assist with creation and management of ongoing updates to client Plan Definition Documents (PDD)
  • Participate and support the system-related 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
  • 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
  • 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, including during our very busy open enrollment season; BSAs support very large and often complex clients and are expected to communicate and present themselves professionally at all times
  • 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
  • Assist with updating and tracking issues on client issues logs, as needed
  • Assist with documenting performance guarantees and processing metrics for clients

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree or equivalent industry work experience
  • Minimum of two (2) years of experience working in some capacity within the health & welfare benefits brokerage or administration industry; employee benefits experience must include one or more of the following areas: eligibility and enrollment, consolidated premium billing, reimbursement plans (FSA, HRA, HSA, etc.), or COBRA
  • Applicable professional certifications (CEBS, PHR, SPHR, CFC, etc.) a plus

Key Knowledge, Skills, Abilities and Competencies:

  • Fundamental understanding of the administration of health & welfare employee benefits
  • Strong systems and data management skills including advanced spreadsheet (Excel) knowledge, understanding of databases principles, and ability to use administration systems and processes as directed
  • Logical thinker with strong problem-solving abilities
  • Ability to learn new concepts quickly and proactively seek new opportunities for training & education
  • Can identify patterns and relationships with sets of data and spot inconsistencies
  • Basic understanding of project management principles
  • Very strong interpersonal communication skills
  • 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
  • Excellent planning and organizational skills
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
  • Desire to expand technical knowledge and skills
  • 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
    • During peak periods of annual enrollments and client implementations, overtime will be required


Business Systems Analyst II

Position Summary:

The Business Systems Analyst (BSA) II position is the mid-level BSA position at TRI-AD. This position requires excellent employee benefits administration knowledge that supports managing our client’s benefits plans. The BSA II may also serve as the lead BSA on smaller, less complicated clients. The BSA II works closely with our client services and operations teams.
The BSA II role involves the analysis and documentation of client system requirements, configuration of benefits administration systems and management of election/payroll data file implementations and transmissions. Other significant functions include developing and managing less complex project plans/timelines, performing research and analysis of system and data management errors/discrepancies, and providing direct client support for day-to-day administration system and data management issues for less complex clients.

Essential Duties and Responsibilities:

  • Serve as a liaison to the IT programming and data management teams to resolve client issues and implement system changes under Senior BSA guidance
  • Lead the requirements gathering process for new client implementations and ongoing plan changes
  • Maintain client requirements document with changes and updates
  • Support Senior BSA and Client Service Managers when meeting with clients to provide technical benefits and systems consulting support
  • In some cases, serve as the sole systems support person in meetings
  • Identify and participate in process improvements across the H&W team to ensure consistent, efficient service delivery
  • Serve as escalation point of contact for client and vendor issues
  • Provide advanced support and ability to handle more complex system configurations
  • Apply detailed benefits knowledge while working with clients and their vendors to support their benefit plan requirements
  • Manage client technical issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives
  • Provide data analysis by using advanced data analysis tools within Excel (e.g., Vlookup/Pivot Tables), entry level SQL tools, and various data comparison tools (e.g., Beyond Compare)
  • Support Senior BSA (and in some cases lead) the management of projects to ensure successful delivery
  • Provide detailed documentation of requirements for data/file implementations
  • Under general guidelines, perform more complex system configuration work
  • Lead the creation and ongoing management of client Plan Definition Documents (PDD)
  • Participate, support, and often lead the systems-related components of the requirements gathering and system design processes for system changes
  • Lead the coordination and requirements gathering for the IT programmers to develop/update incoming demographic files and outgoing payroll and carrier files
  • Participate and sometimes lead new system requirements, design, development support, and testing
  • Serve as lead BSA for new client implementations, mid-year changes and open enrollment updates onto TRI-AD’s administrative services platforms
  • Assist with training and development of the BSA I Associates
  • Support the Senior BSA with sales process, including RFP responses 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
  • 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, including during our very busy open enrollment season; BSAs support very large and often complex clients and they are expected to communicate and present themselves professionally at all times

Minimum Qualifications, Education and Experience:

  • Bachelor’s degree or equivalent industry work experience
  • Minimum of five (5) years of experience working in some capacity within the health & welfare benefits brokerage or administration industry; employee benefits experience must include one or more of the following areas: eligibility and enrollment, consolidated premium billing, reimbursement plans (FSA, HRA, HSA, etc.), or COBRA
  • CEBS or equivalent employee benefits certifications preferred

Key Knowledge, Skills, Abilities and Competencies:

  • Strong understanding of all aspects of health & welfare employee benefits administration
  • Strong systems and data management skills including advanced spreadsheet (Excel) knowledge, understanding of databases principles with some SQL experience, and ability to implement new administration systems and processes as directed
  • Logical thinker with strong problem-solving abilities
  • Can identify complex patterns and relationships with sets of data and spot inconsistencies or errors
  • Ability to learn new concepts quickly and proactively seeks new opportunities for training & education
  • Proficient understanding of project management principles and applications
  • Excellent interpersonal communication 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
  • Excellent planning and organizational skills
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
  • Strong aptitude for quickly learning technical systems, methodologies and processes
  • 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
    • During peak periods of annual enrollments and client implementations, overtime will be required


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


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, 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, 10 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, 17 years
"I like working at TRI-AD because I am encouraged to use my creativity to find ways to delight our clients."