Senior Associate, Data Exchange Specialist
About The Position
The Data Exchange Specialist manages the process, practice, and project implementation of electronic data interfaces with New York Life clients for Life, Accident, Disability, Family Medical Leave products, and related services. The role focuses on National Accounts and highly complex integrations, serving as a technical and consultative resource for clients and TPAs while ensuring high-quality, compliant data exchange. The Specialist explains how data structure, file dependencies, and transmission timing affect downstream administration, billing, eligibility, enrollment, and reporting. The role manages multi-file environments in which files must be validated, sequenced, reconciled, and merged, and advises on data risks and governance to maintain reliable operations across interconnected systems. Working with Implementation IT, Family Medical Leave Operations, Account Management, Production Support, external Ben Tech vendors, and other stakeholders, the Specialist manages interface inventory and milestones, investigates data and transmission issues, and helps deliver scalable solutions. The role also acts as a subject matter expert, mentors peers, leads complex projects and training, and drives process improvements. This is a fully remote position. The stated salary range is $70,000–$90,000. The role is exempt from overtime, eligible for a discretionary bonus, and not eligible for a sales bonus. Employees are eligible for an annual discretionary bonus and may also be eligible to participate in an incentive program.
Requirements
- Bachelor’s degree strongly preferred, or at least 3 years of relevant work experience required.
- Proficient or advanced Microsoft Excel skills, including VLOOKUP, Pivot Tables, and Macros.
- Strong planning, project management, and inventory control skills.
- Ability to manage multiple complex implementations and meet tight deadlines.
- Excellent written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences.
- Strong interpersonal and consultative skills.
- Ability to drive results and meet key milestones.
- Ability to work independently and collaborate effectively with internal business partners.
- Demonstrated leadership capability in a fast-paced, evolving environment.
- Adaptability and willingness to embrace change and continuously improve processes.
Nice To Haves
- Prior experience working with clients, producers, TPAs, or Ben Tech partners.
- Strong understanding of complex data structures, file layouts, and electronic transmission methods.
- Experience analyzing, auditing, and interpreting complex, high-volume data files, including multi-file environments.
- Experience managing file dependencies, merge logic, and reconciliation across multiple data sources.
- Proficiency in Microsoft Access.
- Experience with mainframe TSO and JCL scripting.
Responsibilities
- Integrate with TPAs and Ben Tech partners to support eligibility, enrollment, remittance, and billing data for new and inforce business.
- Educate clients and TPAs on data structures, file specifications, and the operational effects of data across downstream administration systems.
- Implement complex electronic interfaces according to established timelines and maintain inventory of active integrations, dependent file streams, and in-flight implementations.
- Manage multi-file integration environments, ensuring files are received, validated, and sequenced for system ingestion and downstream processing.
- Review, audit, and validate test data across related files and sources for quality, completeness, and alignment with business rules before production implementation.
- Identify root causes of file discrepancies, mapping errors, transmission issues, and data inconsistencies, and recommend corrective actions.
- Explain end-to-end data flow, including file receipt, validation, transformation, merging, and processing within New York Life systems.
- Balance New York Life/LDEX standards for layouts, data, and transmission protocols with client requirements to provide compliant, scalable solutions.
- Prepare and maintain documentation of data exchange methods, file dependencies, mapping logic, merge requirements, and audit controls.
- Partner with Production Support and IT to ensure successful data receipt, mapping, merging, and processing.
- Clearly communicate complex file mapping and merge logic requirements to IT and technical partners.
- Coordinate with internal teams and Ben Tech partners to meet deliverables and milestone deadlines.
- Troubleshoot and diagnose electronic data exchange, multi-file integration, and system processing issues.
- Track file status and ensure metrics are accurately reported in Salesforce.
- Develop and maintain support documentation, SOPs, and training materials for complex integrations and data governance practices.
- Review procedures and recommend improvements to increase efficiency, data integrity, and scalability.
- Serve as a subject matter expert for complex data exchange and National Account integrations, providing peer guidance and mentorship.
Benefits
- Full package of employee benefits.
- Leave programs.
- Adoption assistance.
- Student loan repayment programs.
- Annual discretionary bonus eligibility.
- Potential eligibility to participate in an incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
