EDI Analyst

Socket.dev; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Benefit Harbor is seeking an EDI Analyst I to support data transfers, carrier and client coordination, and daily issue resolution. You will document processes, perform QA tasks, and assist operations on special projects.

Ideal candidates have a strong Office suite skillset, 3–5+ years in benefits-related projects, and a proactive, collaborative mindset in a fast-paced environment.

Qualifications

• Bachelor’s degree or related experience in business, preferably in case or product implementation.
• 3-5+ years demonstrated experience with complex projects in the benefits industry (preferably Health & Benefits), or other related experience.
• Strong knowledge of Microsoft Office, including Excel and Access.

Responsibilities

• Ensure timely data transfers and report issues to Account Management and Carriers/Clients.
• Analyze data transfer escalations and troubleshoot to resolution.
• Manage data transfer life cycle and file specifications.

Skills

Microsoft Office

Excel

Access

Benefits knowledge

Analytical skills

Communication

Customer service

Teamwork

Education

Bachelor's degree in business or related field

Job description

Company 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 Operations team on day-to-day administration, issue resolution and other special projects.

Essential Duties and Responsibilities include, but are not limited to:

• Confirms 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.
• Works 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 SOCII 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

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications:

• General Knowledge, Experience, Technical, and Problem Solving Skills

• • Strong knowledge of Microsoft Office
  • Intermediate Excel, 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

• Communication Proficiency:

• • 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 trouble shooting skills

Other Positional Details

Minimum Required Qualifications

• • Bachelor’s degree or related experience in business, preferably in case or product implementation
  • 3-5+ years demonstrated experience with complex projects in the benefits industry (preferably Health & Benefits), or other related experience

Work Environment

• The work is typically performed in a normal office environment on site at Benefit Harbor Home office in Plano, TX or 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 am to 5 pm with some flexibility to support teams throughout the continental US.

• Must be able to work overtime during peak periods