Sr Assoc EDI Onboarding Spec

Lincoln Financial•Radnor, PA

1d•$52,500 - $84,000•Remote

About The Position

The Group Protection Operations Team will help you grow your technical knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment. As an EDI Onboarding Specialist, you will be responsible for delivering on EDI onboarding and implementation assignments & projects. You will support pre- and post-sales activity in providing guidance regarding compatibility of proposed onboarding approach with EDI processes. You will collaborate with internal and external stakeholders to coordinate activities, facilitate automated EDI processing, manage and resolve escalated EDI service issues, and provide a superior onboarding experience for the customer. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships.

Requirements

4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)
1 - 3+ Years of experience in EDI processing and automation directly aligned to the specific responsibilities for this role
Ability to communicate effectively (verbal/written)
Demonstrated strong customer service experience
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions and work with concepts such as averages and/or variances

Nice To Haves

Ability to work in a fast-paced environment with the ability to adapt as needed

Responsibilities

Maintain knowledge of current and emerging developments and trends in your assigned areas of responsibility, assess their impact, and collaborate with management to incorporate new developments into current and future solutions.
Promote and enhance organizational initiatives by positively influencing and supporting change management and departmental or enterprise-wide efforts within your assigned areas of responsibility.
Perform and deliver on routine assignments and projects while applying knowledge of your assigned areas of responsibility.
Identify and communicate process improvements to management that reduce workloads or improve quality within your assigned areas of responsibility.
Implement inbound file feeds for both new services and ongoing maintenance requests, including demographic/eligibility, EOI, Portability and Conversion, RTN, and other relevant proprietary layouts, and handle custom installations and historical insertions as needed.
Act as a liaison between internal EDI resources, other internal teams, and third-party partners to ensure all stakeholders understand optimal policy setup—per EDI guidelines—to support efficient automation and onboarding.
Collaborate with internal EDI resources to test and validate new EDI layouts, systems, and processes.
Participate in calls with brokers and customers and outline the advantages and disadvantages of proposed EDI onboarding approaches.
Coordinate with internal EDI resources and third-party partners to validate required data fields and ensure appropriate file configurations for successful initial and ongoing data transmission and processing.
Work with third-party benefits administration platforms to successfully implement EDI files for eligibility, portability/conversion, EOI, and leave management.
Communicate the status of file processing and implementation with stakeholders throughout the onboarding process and provide post‑implementation follow‑up on outstanding issues.
Load test data files into quality software, review upload status reports, and research and resolve issues or errors preventing successful data loading.
Upon successful test file loading, copy files to the appropriate network location and send confirmation to the client.
Provide file support to installed customers as needed.
Manage and resolve service escalations from internal partners and collaborate with management to deliver effective solutions.
Identify and communicate additional process improvements to management that reduce workloads or improve quality within your assigned areas of responsibility.
Serve as a mentor and technical resource to less‑tenured team members when needed.
Act as a testing resource for specific initiatives as required.