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.
• 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 within assigned areas of responsibility.

What we’re looking for

Must-haves :

• 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)
• 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

Nice-to have :

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

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 us to take charge of our own future. What’s in it for YOU :

A clearly defined career framework to help you successfully manage your career

Leadership development and virtual training opportunities

PTO / parental leave

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity / technology tools and training

Pay Range : $42,300 - $75,500 Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible 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.

Last updated : 2024-05-17