Associate, EDI Onboarding Specialist

3 weeks ago


Wayne, Pennsylvania, United States Lincoln Financial Group Full time

Join Lincoln Financial Group, a company that values innovation, teamwork, and customer satisfaction. As an EDI Onboarding Associate, you will play a critical role in delivering exceptional experiences to our customers by ensuring smooth EDI onboarding and implementation processes.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization. You will have the chance to develop your skills and expertise in EDI processing and automation, working closely with internal and external stakeholders to drive business results.

About the Role:

  • You will be responsible for monitoring EDI requests, coordinating activities, and facilitating automated EDI processing to provide a superior onboarding experience for the customer.
  • As a liaison between Account Management, internal EDI resources, and third-party partners, you will ensure all stakeholders understand optimal policy setup, per EDI guidelines, to facilitate efficient automation and onboarding.
  • You will participate in pre- and post-sales calls with brokers and customers, outlining pros & cons of onboarding approach in terms of compatibility with automated EDI processing, and proactively advising on potential changes in approach that can enable automation.
  • You will implement standard inbound file feeds for both new customers and ongoing maintenance requests, 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.
  • You will 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, and work with the third-party benefit administration partners to expedite resolution of any escalated file issues.

What We Offer:

  • A competitive salary range of $42,300 - $75,500, with anticipated pay for new hires between the minimum and midpoint of the range.
  • A comprehensive benefits package, including health, dental, and vision coverage, retirement savings plan, and paid time off.
  • Opportunities for professional growth and development, including training and education programs, mentorship, and leadership development opportunities.
  • A dynamic and supportive work environment, with a focus on teamwork, collaboration, and customer satisfaction.


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