Grow with Us – TRI-AD’s Team

Do you enjoy helping people? Have a passion for problem-solving? Do you want to build a more meaningful career and positively impact people’s lives?

Perhaps you’ve worked in a customer-facing role in insurance, health care, or underwriting and have excellent communication skills, but don’t know what’s next. Maybe you’ve worked in a customer-facing job in food service or retail and have great interpersonal skills and are ready to take your career to the next level. TRI-AD, one of the best and brightest companies in the nation, is growing and recruiting customer service-oriented people to join our team. We’re hiring at several levels!

Benefits can be complicated, and our mission is to make it fast, simple, and easy for people to manage their employer-provided benefits.

Who You Are…

  • Customer Service Experience with contact center culture and expectations (metrics)
  • Communication Skills (Professionalism, Empathy, etc.)
  • Knowledge Retention
  • Able to handle pressure with speed and efficiency
  • Emotional Stability
  • Excellent Organizational Skills
  • Flexibility
  • Team Player Mentality
  • Benefits Knowledge (FSA, HRA, 401(k), HSA, COBRA…) is a plus
  • High school graduate/GED, college preferred
  • Bilingual in English/Spanish is a plus

TRI-AD offers many benefits and perks to its Associates. We strongly believe in creating opportunities for achievement and upwards growth. Our competitive health benefits, retirement plan, fantastic company events and contests, wellness programs, identity protection membership, casual working environment, work-life integration, and so much more create a positive and rewarding work atmosphere. Everything we do at TRI-AD is intended to enrich the health and financial well-being of people — and that starts with our internal teams.

Who We Are… Our Associates are expected and encouraged to grow and thrive, to act with kindness and respect for themselves and others, and to hold themselves to the highest standards of quality service delivery. We have a family-based culture and genuinely care for each other’s success. Your perspective and experience are valued. We focus on creating and nurturing long-term partnerships, as evidenced by our large number of clients with tenure of 20 years or more, and by our low Associate turnover.

We have offices in Escondido, CA (HQ) and Phoenix, AZ, and currently offer remote work to people residing in the following states: AZ, CA, CO, FL, IN, MN, NC, NV, OK, OR, TX, UT, and MO.

Check out the Join Our Team page to find your place at TRI-AD! 


TRI-AD and our Associates’ suggestions or recommendations shall not constitute legal advice. No content on our website can be construed as tax or legal advice, and TRI-AD may not be considered your legal counsel or tax advisor. Clients are encouraged to consult with their tax advisor and/or attorney to determine their legal rights, responsibilities, and liabilities. This includes the interpretation of any statute or regulation, federal, state, or local; and/or its application to the clients’ business activities.