EDI Analyst I & II

EDI Analyst I & II

Position Summary

The EDI Analyst I & II is a member of the Client Management team responsible for supporting the implementation, maintenance, monitoring, and troubleshooting of Electronic Data Interchange (EDI) files between Benefit Harbor, benefit carriers, clients, and client payroll teams. This role helps ensure the accurate and timely exchange of enrollment and benefits data while supporting data quality, operational efficiency, and client satisfaction.

The EDI Analyst I & II coordinates file implementations and updates, investigates data transfer issues, maintains technical and operational documentation, and performs routine data audits and quality assurance activities. This position collaborates closely with internal Operations teams, Developers, carriers, clients, and other external partners to resolve issues, maintain data integrity, and support day-to-day business operations.

Essential Duties and Responsibilities

Responsibilities include, but are not limited to, the following:

EDI File Management and Implementation

• Monitor daily data transfers to confirm files are transmitted and received accurately and within established timelines. Identify and escalate transmission failures, delays, or discrepancies to the appropriate internal teams, carriers, and clients.
• Coordinate new EDI file implementations and modifications to existing files, working with carrier contacts, client payroll teams, and internal technical resources.
• Participate in implementation and change-management calls to communicate requirements, coordinate testing, review progress, and support successful file deployment.
• Maintain a working knowledge of EDI file types, layouts, specifications, and basic data mapping concepts.
• Manage file specifications and related documentation throughout the file lifecycle, ensuring information remains accurate and current.
• Collaborate with Developers and other technical partners to test file changes, investigate integration issues, and validate corrective actions.

Issue Resolution and Operational Support

• Investigate data transfer escalations by researching reported issues, identifying potential root causes, coordinating with appropriate internal and external stakeholders, and maintaining ownership through resolution.
• Manage assigned Data Administration (DA) tickets from initial review through resolution, ensuring timely communication, accurate documentation, and appropriate follow-up.
• Create and manage internal operational tasks related to data transfers, default configurations, invoices, audits, and other assigned activities.
• Monitor outstanding issues and assigned tasks to ensure established service expectations, deadlines, and resolution timelines are met.
• Support the Account Management and Operations teams with day-to-day administrative activities, issue mitigation, and special projects as needed.

Data Quality, Auditing, and Compliance

• Perform post-open-enrollment and quarterly enrollment audits to identify data discrepancies, document findings, and support corrective actions through resolution.
• Request and coordinate data extracts from carriers, vendors, employers, and other relevant partners to support scheduled audits and data validation activities.
• Review data for accuracy, completeness, and consistency, escalating discrepancies and collaborating with the appropriate stakeholders to resolve identified issues.
• Maintain the File Status Implementation Log, Data Transfer Detail Specifications, and other required records in accordance with internal documentation standards and applicable SOC 2 control requirements.
• Complete assigned quality assurance activities and maintain accurate records of testing, audit results, issue resolution, and implementation changes.

Client and Cross-Functional Collaboration

• Build and maintain effective working relationships with internal Operations teams, Developers, carriers, client payroll teams, and other external partners.
• Communicate technical issues and file requirements clearly to both technical and nontechnical stakeholders.
• Provide timely updates on implementation progress, data transfer issues, outstanding requests, and resolution status.
• Demonstrate a customer-focused approach by responding to inquiries, following through on commitments, and helping maintain reliable service delivery.

Other Duties

Perform other duties and responsibilities as assigned to support departmental and organizational objectives.

Required Qualifications and Competencies

Education and Experience

• Bachelor's degree in business administration, Information Systems, or a related field; equivalent relevant professional experience may be considered.
• 3-5 or more years of experience managing complex projects or operational processes within the benefits administration, health and benefits, technology, or a related industry.
• Experience supporting data file implementations, data validation, troubleshooting, or quality assurance is preferred.
• Experience working with client, vendor, carrier, or other external partner relationships is preferred.

Technical and Analytical Skills

• Proficiency in Microsoft Office applications, particularly Excel; familiarity with Microsoft Access API integrations are beneficial.
• Strong analytical and problem-solving skills, including the ability to investigate discrepancies, interpret data, identify potential root causes, and support effective resolutions.
• Basic understanding of databases, data structures, file layouts, and data mapping concepts preferred.
• General computer proficiency, including electronic file organization, folder management, email, and business applications.
• Strong attention to detail and commitment to data accuracy, documentation, and quality standards.

Communication and Customer Service

• Strong written and verbal communication skills, with the ability to communicate effectively with technical and nontechnical audiences.
• Effective listening, questioning, and information-gathering skills to clarify requirements, understand concerns, and identify appropriate solutions.
• Demonstrated commitment to customer service, responsiveness, and professional communication.
• Strong follow-up and follow-through skills, with an appropriate sense of urgency when managing requests and resolving issues.

Organization, Accountability, and Collaboration

• Ability to manage multiple assignments, prioritize competing deadlines, and adapt to changing business needs in a fast-paced environment.
• Strong organizational skills, reliability, integrity, and accountability for assigned responsibilities.
• Demonstrated ability to work collaboratively across teams and build productive working relationships.
• Self-motivated and proactive, with a strong work ethic and a commitment to continuous learning and process improvement.

Work Environment and Travel

• Work will be performed onsite in a normal office environment at Benefit Harbor's headquarters in Plano, Texas.
• Limited travel may be required.

Work Schedule

• Full-time onsite position with general business hours from Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Some flexibility may be necessary to collaborate with teams and external partners across the continental United States.
• High peak business periods are open enrollment, implementations, and other periods of increased operational demand.

Job Description Disclaimer

This job description is intended to describe the general nature and level of work performed in this position. It is not intended to be an exhaustive list of all duties, responsibilities, qualifications, or working conditions associated with the role. Duties and responsibilities may change at any time based on business needs.

Benefit Harbor is an Equal Opportunity Employer committed to providing equal employment opportunities to all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws. We are committed to fostering an inclusive workplace where all individuals are treated with dignity and respect and have the opportunity to contribute to our success.