Associate, EDI Onboarding

Alternate locations: Charlotte, NC. Remote work arrangement: work at home employee residing outside of a commutable distance to an office location. Relocation assistance is not available for this opportunity.

About the Role

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 deliver on EDI onboarding and implementation assignments and projects. This opportunity provides the ability to grow within the group insurance industry while gaining new skills and building strong working relationships.

Responsibilities

• Monitor EDI requests and ensure 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; outline pros and cons of onboarding approaches in terms of compatibility with automated EDI processing; proactively advise on potential changes in approach that can enable automation.
• Implement standard inbound file feeds for both new customers and ongoing maintenance requests, including but not limited to demographic/eligibility files.
• Coordinate with internal EDI resources and third-party partners to validate appropriate file configuration and ensure successful initial and ongoing 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 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.

Requirements

• 0 - 1+ years of experience in EDI (electronic data interchange) setup 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/Bachelor’s Degree or equivalent work experience (4 years of experience in lieu of Bachelor’s).

Preferred Qualifications

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

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes.
• Leadership development and virtual training opportunities.
• PTO/parental leave.
• Competitive 401K and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Flexible work arrangements that work for you.
• Effective productivity/technology tools and training.
• Eligibility for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit, and individual.
• Other rewards may include long-term incentives, sales incentives, and Lincoln’s standard benefits package.

Pay

The pay range for this position is $44,800 - $81,400. Anticipated pay for new hires is between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency, and qualifications required for the role.