EDI Onboarding Specialist

Job Description:

We are seeking an EDI Onboarding Specialist to join our Group Protection Operations Team. As an integral member of the team, you will be responsible for delivering on EDI onboarding and implementation assignments & projects.

Key Responsibilities:

• Monitor EDI requests and ensure timely responses in gathering necessary information, addressing questions, and providing appropriate layouts/file formats for EDI processing.
• Act as a liaison between Account Management, internal EDI resources, and third-party partners to ensure all stakeholders understand optimal policy setup, per EDI guidelines, to facilitate efficient automation and onboarding.
• Participate in pre- and post-sales calls with brokers and customers; outlines pros & cons of onboarding approach in terms of compatibility with automated EDI processing; proactively advises on potential changes in approach that can enable automation.
• Implement standard inbound file feeds for both new customers and ongoing maintenance request including not limited to demographic/eligibility files.
• Coordinate with internal EDI resources and third-party partners to validate appropriate file configuration and ensure successful initial & on-going transmission and processing of files.
• Provide ongoing File Support to installed customers, including technical troubleshooting for Level 2 File Support requests.
• Act as a testing resource for general strategic initiatives.
• Work with the third-party benefit administration partners to expedite resolution of any escalated file issues; collaborate with partners to research root causes and recommend improvements to processes/file formats to avoid future issues.
• Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality while supporting and promoting change management and departmental/enterprise initiatives within assigned areas of responsibility.

Requirements:

• 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)
• 1+ Years of experience in EDI processing and automation directly aligned to the specific responsibilities for this role OR 1+ Years of experience in Group Protection in customer facing roles directly aligned to the specific responsibilities for this role
• Ability to communicate effectively (verbal/written)
• Strong organizational skills and ability to thrive in a fast-paced environment.
• Demonstrated strong customer service experience
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

About Lincoln Financial Group:

LFG is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

Possible salary range for this position is $42,300 - $75,500. This estimate is based on industry standards and national averages for similar positions.