EDI Onboarding Business Analyst
3 days ago
Lincoln Financial Group is a leading provider of insurance and retirement solutions. Our company values innovation, diversity, and customer satisfaction.
**Job Summary**
We are seeking an EDI Onboarding Associate to join our team. This role will be responsible for delivering on EDI onboarding and implementation assignments & projects. The ideal candidate will have experience in EDI processing and automation, as well as strong organizational skills and ability to thrive in a fast-paced environment.
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.
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
Salary Information
The estimated salary for this position is $42,300 - $75,500 based on location and level of experience.
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