Data Exchange Manager

New York Life•Bethlehem, PA

51d•Remote

About The Position

The Data Exchange Manager leads a high-performing team responsible for implementing and managing data interfaces that support New York Life's products and services. This role is pivotal in driving change toward a more consultative, data-driven partnership model with our clients - helping them understand how their data powers service delivery and administrative excellence. The individual will champion team development through continuous upskilling, fostering a culture of adaptability, accountability, and collaboration to support the new way of working. This includes equipping team members with the knowledge and confidence to engage clients consultatively, translate data insights into meaningful outcomes, and leverage technology to optimize delivery.

Requirements

Bachelor's Degree with a minimum of 5 years of relevant insurance or data management experience.
Demonstrated experience leading teams through change and skill transformation.
Proven ability to develop client relationships and drive consultative conversations grounded in data insights.
Strong planning, project management, and problem-solving skills.
Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and Access.
Excellent communication, interpersonal, and influencing skills.
Deep understanding of data file processing, systems integration, and automation opportunities.
Track record of operational excellence and results-oriented leadership.

Responsibilities

Drive Organizational Change & Team Development
Lead the transformation of the Data Exchange function to align with modern, consultative client engagement practices.
Develop and execute a structured upskilling roadmap to enhance technical, analytical, and consultative capabilities across the team.
Promote a culture of continuous improvement, innovation, and data-driven decision-making.
Client Engagement & Consultative Partnership
Guide the team to conduct client discussions that focus not only on file accuracy but also on how data supports service delivery and administrative efficiency.
Act as a trusted advisor to clients and TPAs, helping them understand how to optimize data integration to drive better outcomes.
Lead client and partner conference calls, ensuring the conversation educates, informs, and aligns with NYL's strategic goals.
Operational & Strategic Excellence
Oversee end-to-end implementation and management of electronic data interfaces in accordance with project timelines and quality standards.
Drive process improvements and automation initiatives that enhance client experience and internal efficiency.
Collaborate cross-functionally with IT, eCommerce, and Operations to design scalable, data-enabled solutions.
Monitor ongoing client activity, ensuring service delivery aligns with NYL's operational goals and client expectations.
Data Stewardship & Insight Generation
Lead discussions on how data supports key services and administration functions, empowering the team to connect technical processes to business outcomes.
Partner with IT and business stakeholders to enhance data mapping, integration logic, and reporting capabilities.
Use data analytics to identify trends, root causes, and opportunities for improved client outcomes.

Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

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