EDI Analyst

Valid8 Financial, Inc.; Plano (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Valid8 Financial, Inc. is seeking an EDI Analyst I to join the Account Management team in Plano, TX. This role involves interacting with carriers and the client payroll team to implement and maintain EDI files while supporting operations in day-to-day administration and issue resolution.

The ideal candidate should have over 5 years of experience in the benefits industry and possess a Bachelor’s degree. Strong analytical skills, leadership, and a client-focused approach are essential for success in this position.

Qualifications

• 5+ years demonstrated experience with complex projects in the benefits industry.
• Ability to work collaboratively with teams and manage multiple clients.
• Strong work ethic and self-starter, able to adapt to change in a fast-paced environment.

Responsibilities

• Interact with carriers and payroll team to implement and maintain EDI files.
• Analyze and troubleshoot data transfer escalations.
• Manage data transfer and file specification lifecycle.

Skills

General knowledge and problem-solving skills

Strong knowledge of Microsoft Office

Intermediate Excel and Access

Health and benefits knowledge

Analytical skill-set

Strong written and verbal communication

Customer/client focus

Leadership

Education

Bachelor’s degree or related experience in business

Job description

Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for over 25 years. Using proprietary, purpose‑built technology, the company simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance. Benefit Harbor primarily serves midsize to large enterprises, helping HR teams reduce administrative workload and ensure ACA compliance. With strong integrations to insurance carriers and a focus on modernizing benefits operations, the company enhances the experience for both administrators and employees. Team members collaborate in a technology‑driven, client‑focused environment that values accuracy, reliability, and service excellence.

Job Title: EDI Analyst I

Summary/Objective

As a member of the Account Management team, the EDI Analyst I is responsible for interacting with carriers and the client payroll team to implement and maintain EDI files. Additional responsibilities include documentation, quality assurance tasks, completing assigned tasks, and assisting the Operations team on day‑to‑day administration, issue resolution and other special projects.

Essential Duties and Responsibilities

• Confirm all external and internal data transfers/files are sent timely on a daily basis and report any issues to the Account Management Team and carriers/clients.
• Analyze file and data transfer escalations; research and troubleshoot from initial contact, sourcing internal partners as needed and maintaining ownership through resolution.
• Manage data transfer and file specification life cycle.
• Respond to and manage assigned DA tickets timely and through resolution.
• Maintain clear understanding of various file types, layouts, and basic data mapping.
• Lead carrier and client payroll team calls for new file implementations or changes to existing files.
• Work with carrier/client file contacts and IT to test, quality review, and implement new files or changes to existing files.
• Work with developers to test and solve any carrier/client file related issues that arise.
• Maintain and update File Status Implementation Log, Data Transfer Detail Specifications and other required documents to adhere to SOC II documentation requirements.
• Create internal tasks, including but not limited to data transfers, defaults, invoices, and audits.
• Perform post‑OE and quarterly enrollment audits, document results and assist Account Management team in issue mitigation through resolution.
• Request extracts from carriers, vendors and employers for regularly scheduled audits.
• Meet expected timelines and assigned due dates for files, DA tickets, and assigned tasks.
• Build strong relationships with internal teams (Operations Team and Developers) and external partners.
• Perform other duties and responsibilities as assigned.

Required Qualifications

• General knowledge, experience, technical, and problem‑solving skills.
• Strong knowledge of Microsoft Office.
• Intermediate Excel and Access knowledge.
• Health and benefits knowledge preferred.
• Strong analytical skill‑set and ability to use data to define and resolve issues.
• Competent in basic personal computer skills and knowledge, including keyboard skills, electronic folder/file organization and management, and email usage.
• Database function knowledge preferred, but not required.
• Strong written and verbal communication skills with the ability to communicate with both technical and non‑technical personnel; ability to listen, clarify and respond well to questions.
• Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections.
• Customer/client focus.
• Demonstrate ability to provide superior customer service.
• Must possess strong follow‑up and follow‑through skills with sense of urgency and attention.
• Leadership.
• Experience in working collaboratively with teams.
• Strong work ethic and self‑starter, able to effectively manage multiple clients and adapt to change within a fast‑paced high‑intensity business setting.
• Must possess integrity, reliability and responsibility with strong organizational skills.
• Logical problem solver with excellent follow‑through, high attention to detail and troubleshooting skills.

Other Positional Details

Minimum Required Qualifications

• Bachelor’s degree or related experience in business, preferably in case or product implementation.
• 5+ years demonstrated experience with complex projects in the benefits industry (preferably Health & Benefits) or other related experience.
• The work is typically performed in a normal office environment on site at Benefit Harbor Home office in Plano, TX or as a remote worker.
• Very limited travel may be required.

Suggested Schedule

This is a full‑time exempt position. General hours of operation are Monday through Friday between the hours of 8 a.m. to 5 p.m. with some flexibility to support teams throughout the continental U.S.

• Must be able to work overtime during peak periods.