Associate, EDI Onboarding

Alternate Locations: Work from Home; Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania); US All Regions

 

 Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74210

 

The Role at a Glance

We are excited to bring on an EDI Onboarding Associate to join our Group Protection Operations Team supporting Workplace Solutions.

 

Background Details
The Group Protection Operations Team will help you grow your technical knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment.

 

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. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

• 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.

What we’re looking for

Must-haves:

• 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)
• 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
• 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors)

 

Nice-to have:

• Ability to work in a fast-paced environment with the ability to adapt as needed

Application Deadline

Applications for this position will be accepted through 2/28/2025 subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of u