EDI Analyst Trainee

EDI Analyst Trainee
Department: Client Management
Reports To: Manager, Benefits & Activation
Employment Type: Full-Time
Position Level: Entry-Level / Early Careers

Location: Plano, Texas

About Benefit Harbor

Benefit Harbor is a benefits administration technology company that connects employers, employees, brokers, and insurance carriers through technology-driven benefits solutions. Our platform supports benefits administration and electronic data exchange, helping ensure accurate, timely, and reliable information flows between systems.

We are committed to developing talent, supporting professional growth, and building a collaborative environment where employees can learn, contribute, and grow their careers.

Position Overview

Benefit Harbor is seeking a motivated, detail-oriented EDI Analyst Trainee to join our EDI and Integrations team. This entry-level position is designed for an individual interested in developing a career in data operations, electronic data interchange (EDI), benefits administration, and technology-driven business processes.

The EDI Analyst Trainee will participate in a structured training program designed to build foundational knowledge of EDI processes, carrier integrations, data validation, file management, troubleshooting, and quality assurance. Working under the guidance of experienced team members, the trainee will learn to support electronic data transmissions, investigate data discrepancies, document findings, and assist with routine operational activities.

The successful candidate will demonstrate strong analytical thinking, attention to detail, effective communication, and a willingness to learn complex processes. Prior EDI or benefits administration experience is not required. Candidates with transferable skills, including experience with spreadsheets, data entry, customer service, technical support, or administrative operations, are encouraged to apply.

Key Responsibilities

EDI Training and Development

• Participate in a structured training program covering EDI fundamentals, benefits administration, carrier file exchanges, and integration workflows.
• Learn common EDI file formats, data elements, file processing procedures, and transmission concepts.
• Develop an understanding of how employee eligibility, enrollment, and benefits data move between employer systems, Benefit Harbor, and insurance carriers.
• Complete assigned training exercises, knowledge assessments, and supervised practical assignments.
• Maintain training documentation and apply feedback to improve accuracy and proficiency.

Data Validation and Quality Assurance

• Assist with reviewing electronic files and validating data for completeness, accuracy, and consistency.
• Identify missing information, discrepancies, rejected records, and potential data quality issues.
• Support routine data audits, reconciliations, and quality checks under appropriate supervision.
• Compare source information with processed data to help identify inconsistencies.
• Document findings and escalate unresolved discrepancies according to established procedures.

File Management and Integration Support

• Assist with monitoring routine EDI file processing and transmission activities.
• Learn to recognize common file errors, processing exceptions, and transmission issues.
• Support the investigation of rejected files, missing records, and data discrepancies.
• Assist with tracking file status, maintaining operational logs, and documenting resolution steps.
• Follow established procedures for file handling, record retention, and secure data management.

Client, Carrier, and Internal Team Support

• Assist experienced EDI Analysts with routine inquiries related to file processing, enrollment data, and integration status.
• Gather relevant information to support the investigation of reported issues.
• Communicate findings clearly and professionally to internal stakeholders.
• Learn to prioritize requests based on established service-level expectations and business impact.
• Escalate complex, time-sensitive, or unresolved issues to the appropriate team member.

Documentation and Process Improvement

• Maintain accurate records of assigned tasks, investigations, and resolutions.
• Follow established operating procedures and contribute to the development of training documentation.
• Identify recurring issues and communicate observations to the team.
• Participate in team meetings, knowledge-sharing sessions, and process improvement initiatives.
• Support the consistent application of quality, security, and operational standards.

Security and Compliance

• Follow company policies for confidentiality, data protection, access management, and acceptable use of technology.
• Complete required company training, including applicable cybersecurity, privacy, and compliance courses.
• Use only approved systems and authorized access when handling client, employee, enrollment, or carrier data.
• Report suspected data errors, security incidents, or unauthorized disclosures promptly through established channels.
• Follow documented procedures designed to support applicable contractual, regulatory, and SOC 2-related controls.

Required Qualifications

• Bachelor’s degree in information systems, Business, Computer Science, Data Analytics, or a related field.
• Strong attention to detail and commitment to data accuracy.
• Basic computer proficiency, including the ability to navigate business applications and work with spreadsheets.
• Strong organizational, analytical, and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to follow documented procedures, manage competing priorities, and ask questions when clarification is needed.
• Demonstrated willingness to learn technical concepts and develop new skills.
• Ability to work collaboratively while taking accountability for assigned tasks.
• GPA of at least a 3.25

Preferred Qualifications

• Exposure to Microsoft Excel, data entry, reporting, quality assurance, or data reconciliation.
• Experience in customer service, administrative operations, technical support, or another detail-oriented environment.
• Familiarity with insurance, employee benefits, healthcare administration, or electronic data exchange.
• Interest in learning EDI standards, file formats, system integrations, and data troubleshooting.

Training and Career Development

The EDI Analyst Trainee will participate in a structured, approximately six-month initial development program. Training duration and progression will depend on the individual's demonstrated proficiency and the complexity of assigned responsibilities.

The development program will include:

• Foundational training in benefits administration and EDI concepts.
• Guided instruction and job shadowing with experienced EDI team members.
• Supervised practice in data validation, file monitoring, reconciliation, and issue documentation.
• Regular coaching, progress reviews, and competency assessments.
• Increasing responsibility as accuracy, knowledge, and independence improve.

Successful completion of the initial training period may lead to consideration for an EDI Analyst position or another appropriate role, subject to demonstrated competency, business needs, and approved headcount. Completion of the program does not guarantee promotion or placement into a specific position.

Performance Expectations

Success in this position will be evaluated based on:

• Progress toward established training and competency milestones.
• Accuracy and completeness of assigned work.
• Ability to identify discrepancies and follow appropriate escalation procedures.
• Timeliness and quality of documentation.
• Communication, collaboration, and responsiveness to feedback.
• Compliance with company policies, security requirements, and documented procedures.
• Increasing ability to complete assigned tasks with reduced supervision.

Work Environment

This position operates in a collaborative, technology-focused environment supporting benefits administration and electronic data integration. The role requires sustained attention to detail, regular use of computer systems, and communication with internal stakeholders.

The employee must be able to handle confidential information responsibly and follow established procedures when working with sensitive data.

Equal Employment Opportunity

Benefit Harbor is an equal opportunity employer. Employment decisions are based on qualifications, skills, business needs, and other job-related criteria, consistent with applicable federal, state, and local laws.

Career Opportunity

This role offers an opportunity to build a specialized career in EDI, data quality, benefits administration, and systems integration while learning from experienced professionals in the benefits technology industry.