EDI Onboarding Specialist

7 days ago

Annapolis, Maryland, United States Lincoln Financial Group Full time

About Lincoln Financial Group
At Lincoln Financial Group, we empower our customers to take charge of their lives by making meaningful contributions each day. Our team is dedicated to building fulfilling careers and stronger communities through a company that values unique perspectives, insights, and contributions.

Career Opportunity
We are seeking an EDI Onboarding Associate to join our Group Protection Operations Team supporting Workplace Solutions in our various offices. As a key member of our team, you will be responsible for delivering on EDI onboarding and implementation assignments & projects, ensuring timely responses to requests, and providing guidance regarding compatibility of proposed onboarding approaches with EDI processes.

Key Responsibilities
* Monitor EDI requests and gather 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, outlining pros & cons of onboarding approaches in terms of compatibility with automated EDI processing.
* Implement standard inbound file feeds for new customers and ongoing maintenance requests, including 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.

Requirements
* A 4-year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
* 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)

What We Offer
* Competitive salary: $42,300 - $75,500, based on qualifications and experience
* Opportunities for growth and professional development
* Collaborative and dynamic work environment
* Comprehensive benefits package, including health insurance, retirement plan, and paid time off
* Recognition and rewards for outstanding performance

About the Role
This position is an exciting opportunity to join a leading financial services company and contribute to the success of our Group Protection Operations Team. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply.

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