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Lincoln Financial · 1 day ago

Associate, EDI Onboarding

United States

Full-time

Remote

Entry Level

$43K/yr - $78K/yr

1+ years exp

Lincoln Financial is a company that helps people confidently plan for their future. They are seeking an EDI Onboarding Associate to join their Group Protection Operations Team, responsible for delivering EDI onboarding and implementation assignments while collaborating with stakeholders to ensure a superior onboarding experience.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

You will monitor EDI requests and ensures timely responses in gathering necessary information, addressing questions, and providing appropriate layouts/file formats for EDI processing

You will 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

You will 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

You will implement standard inbound file feeds for both new customers and ongoing maintenance request including not limited to demographic/eligibility files

You will 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

You will act as a testing resource for general strategic initiatives

You will 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

Qualification

EDI processingGroup Protection experienceMicrosoft Office SuiteCustomer serviceEffective communicationAdaptability

Required

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)