EDI Analyst I & II

Benefit Harbor LP•Plano, TX
•$70,000 - $80,000•Onsite

About The Position

The EDI Analyst I & II is a member of the Client Management team responsible for supporting the implementation, maintenance, monitoring, and troubleshooting of Electronic Data Interchange (EDI) files between Benefit Harbor, benefit carriers, clients, and client payroll teams. This role helps ensure the accurate and timely exchange of enrollment and benefits data while supporting data quality, operational efficiency, and client satisfaction. The EDI Analyst I & II coordinates file implementations and updates, investigates data transfer issues, maintains technical and operational documentation, and performs routine data audits and quality assurance activities. This position collaborates closely with internal Operations teams, Developers, carriers, clients, and other external partners to resolve issues, maintain data integrity, and support day-to-day business operations.

Requirements

  • Bachelor's degree in business administration, Information Systems, or a related field; equivalent relevant professional experience may be considered.
  • 3-5 or more years of experience managing complex projects or operational processes within the benefits administration, health and benefits, technology, or a related industry.
  • Proficiency in Microsoft Office applications, particularly Excel; familiarity with Microsoft Access API integrations are beneficial.
  • Strong analytical and problem-solving skills, including the ability to investigate discrepancies, interpret data, identify potential root causes, and support effective resolutions.
  • General computer proficiency, including electronic file organization, folder management, email, and business applications.
  • Strong attention to detail and commitment to data accuracy, documentation, and quality standards.
  • Strong written and verbal communication skills, with the ability to communicate effectively with technical and nontechnical audiences.
  • Effective listening, questioning, and information-gathering skills to clarify requirements, understand concerns, and identify appropriate solutions.
  • Demonstrated commitment to customer service, responsiveness, and professional communication.
  • Strong follow-up and follow-through skills, with an appropriate sense of urgency when managing requests and resolving issues.
  • Ability to manage multiple assignments, prioritize competing deadlines, and adapt to changing business needs in a fast-paced environment.
  • Strong organizational skills, reliability, integrity, and accountability for assigned responsibilities.
  • Demonstrated ability to work collaboratively across teams and build productive working relationships.
  • Self-motivated and proactive, with a strong work ethic and a commitment to continuous learning and process improvement.

Nice To Haves

  • Experience supporting data file implementations, data validation, troubleshooting, or quality assurance is preferred.
  • Experience working with client, vendor, carrier, or other external partner relationships is preferred.
  • Basic understanding of databases, data structures, file layouts, and data mapping concepts preferred.

Responsibilities

  • Monitor daily data transfers to confirm files are transmitted and received accurately and within established timelines. Identify and escalate transmission failures, delays, or discrepancies to the appropriate internal teams, carriers, and clients.
  • Coordinate new EDI file implementations and modifications to existing files, working with carrier contacts, client payroll teams, and internal technical resources.
  • Participate in implementation and change-management calls to communicate requirements, coordinate testing, review progress, and support successful file deployment.
  • Maintain a working knowledge of EDI file types, layouts, specifications, and basic data mapping concepts.
  • Manage file specifications and related documentation throughout the file lifecycle, ensuring information remains accurate and current.
  • Collaborate with Developers and other technical partners to test file changes, investigate integration issues, and validate corrective actions.
  • Investigate data transfer escalations by researching reported issues, identifying potential root causes, coordinating with appropriate internal and external stakeholders, and maintaining ownership through resolution.
  • Manage assigned Data Administration (DA) tickets from initial review through resolution, ensuring timely communication, accurate documentation, and appropriate follow-up.
  • Create and manage internal operational tasks related to data transfers, default configurations, invoices, audits, and other assigned activities.
  • Monitor outstanding issues and assigned tasks to ensure established service expectations, deadlines, and resolution timelines are met.
  • Support the Account Management and Operations teams with day-to-day administrative activities, issue mitigation, and special projects as needed.
  • Perform post-open-enrollment and quarterly enrollment audits to identify data discrepancies, document findings, and support corrective actions through resolution.
  • Request and coordinate data extracts from carriers, vendors, employers, and other relevant partners to support scheduled audits and data validation activities.
  • Review data for accuracy, completeness, and consistency, escalating discrepancies and collaborating with the appropriate stakeholders to resolve identified issues.
  • Maintain the File Status Implementation Log, Data Transfer Detail Specifications, and other required records in accordance with internal documentation standards and applicable SOC 2 control requirements.
  • Complete assigned quality assurance activities and maintain accurate records of testing, audit results, issue resolution, and implementation changes.
  • Build and maintain effective working relationships with internal Operations teams, Developers, carriers, client payroll teams, and other external partners.
  • Communicate technical issues and file requirements clearly to both technical and nontechnical stakeholders.
  • Provide timely updates on implementation progress, data transfer issues, outstanding requests, and resolution status.
  • Demonstrate a customer-focused approach by responding to inquiries, following through on commitments, and helping maintain reliable service delivery.
  • Perform other duties and responsibilities as assigned to support departmental and organizational objectives.
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