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EDI Onboarding Specialist
2 months ago
Alternate Locations:
Work from Home; Various Locations
Work Arrangement:
Hybrid/Flexible:
Engage in remote work while utilizing the office for necessary in-person collaboration.
Relocation assistance:
is not available for this opportunity.
The Role at a Glance
We are thrilled to introduce an EDI Onboarding Specialist to our Group Protection Operations Team, which supports Workplace Solutions.
The Group Protection Operations Team will enhance your technical expertise and foster robust partnerships (internally and externally) while navigating this dynamic environment.
Collaboration with internal and external stakeholders will be essential to coordinate activities, streamline automated EDI processing, and ensure an exceptional onboarding experience for our clients.
This role offers the opportunity to advance within the group insurance sector while acquiring new skills and cultivating strong professional relationships.
What you'll be doing
Oversee EDI requests, ensuring prompt responses in gathering essential information, addressing inquiries, and providing suitable layouts/file formats for EDI processing.
Serve as a liaison between Account Management, internal EDI resources, and external partners to guarantee all parties comprehend optimal policy configurations, adhering to EDI guidelines, to facilitate effective automation and onboarding.
Engage in pre- and post-sales discussions with brokers and clients; outline the advantages and disadvantages of onboarding methods concerning compatibility with automated EDI processing; proactively suggest potential adjustments that could enable automation.
Collaborate with internal EDI resources and external partners to validate appropriate file configurations and ensure successful initial and ongoing transmission and processing of files.
Act as a testing resource for general strategic initiatives.
Work with third-party benefit administration partners to expedite the resolution of any escalated file issues; collaborate with partners to investigate root causes and recommend enhancements to processes/file formats to prevent future complications.
Identify, propose, and advocate for process improvements and organizational initiatives to positively impact the team and quality while supporting and promoting change management and departmental/enterprise initiatives within assigned responsibilities.
Must-haves:
A Bachelor's Degree or equivalent work experience (4 years of experience in lieu of a Bachelor's degree)
1+ Years of experience in EDI processing and automation directly related to the specific responsibilities for this role OR 1+ Years of experience in Group Protection in customer-facing roles directly related to the specific responsibilities for this role
Effective communication skills (verbal/written)
Demonstrated strong customer service experience
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ability to 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-have:
Ability to thrive in a fast-paced environment with adaptability as needed
What's it like to work here?
At Lincoln Financial Group, we are passionate about our work. We make significant contributions daily to empower our clients to take control of their lives.
Working alongside dedicated and talented colleagues, we build rewarding 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 shape our own future.
What's in it for you:
Clearly defined career paths 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 hybrid work situations
Effective productivity/technology tools and training
Pay Range:
$42,300 - $75,500
Actual base pay may vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency, and qualifications required for the role.
Additionally, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit, and individual.
Other rewards may include long-term incentives, sales incentives, and Lincoln's standard benefits package.About The Company
Lincoln Financial Group assists individuals in planning, protecting, and retiring with confidence. The company serves approximately 17 million customers across four core businesses – annuities, life insurance, group protection, and retirement plan services.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Learn more at
Lincoln is committed to fostering a diverse and inclusive environment and is proud to be an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
