Associate, EDI Onboarding

Lincoln Financial Group

Alternate Locations: Radnor, PA (Pennsylvania); Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Work from Home

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 73246

The Role at a Glance

We are excited to bring on an EDI Onboarding Associate to join our Group Protection Operations Team supporting Workplace Solutions in our Omaha, NE; Atlanta, GA; Dover, NH; Charlotte, NC; Boston, MA or Phoenix, AZ offices.

Background Details

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 be responsible for delivering on EDI onboarding and implementation assignments & projects. You will support pre- and post-sales activity in providing guidance regarding compatibility of proposed onboarding approach with EDI processes. You will collaborate with internal and external stakeholders to coordinate activities, facilitate automated EDI processing, and provide a superior onboarding experience for the customer. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What youll 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.

Coordinate with internal EDI resources and third-party partners to validate appropriate file configuration and ensure successful initial & on-going 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 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


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:

Clearly defined career tracks and levels to help you successfully manage your career

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

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.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at

Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook ( , X ( , LinkedIn ( , and Instagram ( . For the latest company news, visit our newsroom ( .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincolns fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify ( notices.

Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Show Full Vacancy