EDI Onboarding Specialist

2 weeks ago

Montpelier, Vermont, United States Lincoln Financial Group Full time
Job Summary

We are seeking an EDI Onboarding Associate to join our Group Protection Operations Team. As an EDI Onboarding Associate, 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, and provide a superior onboarding experience for the customer.

Key Responsibilities
  • Monitor EDI requests and ensures 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).
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions and work with concepts such as averages and/or variances
What We Offer
  • Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
  • Leadership development and virtual training opportunities
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training
About Lincoln Financial Group

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

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