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The Forza Insurance Group

Position OverviewCommensurate to ExperienceNorthstead Insurance is seeking a highly skilled and detail-oriented EDI Analyst &amp; Case Builder to support our growing benefits enrollment and engagement platform across Northstead, Forza, and ClickEnroll.This hybrid role combines data integration (EDI/API), case configuration, and campaign execution. The ideal candidate will serve as a critical bridge between technology, enrollment operations, and engagement strategy&mdash;ensuring seamless data exchange, accurate case builds, and high-impact employee participation.This is a high-visibility, revenue-impacting role responsible not only for system accuracy, but also for driving enrollment engagement and participation outcomes.Key Responsibilities1. EDI &amp; Data Integration (Primary Focus)<ul><li>Design, implement, and manage EDI integrations with carriers, TPAs, payroll, and HRIS systems</li><li>Interpret and map LDEx, carrier-specific, and custom data schemas</li><li>Build and maintain eligibility, enrollment, billing, and reconciliation feeds</li><li>Troubleshoot data discrepancies, failed transmissions, and reconciliation gaps</li><li>Coordinate file specifications, formats, and delivery cadence with partners</li><li>Support API-based integrations (REST/SOAP) where applicable</li><li>Ensure data integrity across ClickEnroll, carrier systems, and TPAs</li></ul>2. Case Building &amp; Configuration<ul><li>Configure employer groups within ClickEnroll (ExpressCase, Enroll, Select, Engage)</li><li>Build and maintain:</li><li>Product configurations (Life, LTC, CI, Accident, HI)</li><li>Eligibility rules and class structures</li><li>Rate tables, underwriting logic, and plan designs</li><li>Employer/employee contribution strategies</li><li>Configure enrollment workflows (self-service and assisted models)</li><li>Align all configurations with downstream EDI and reporting requirements</li></ul>3. Campaign Management &amp; Messaging<ul><li>Build and deploy multi-channel enrollment campaigns using ClickEnroll Engage:</li><li>Email campaigns</li><li>SMS campaigns</li><li>Digital postcards and landing pages</li><li>Configure audience segmentation based on:</li><li>Demographics</li><li>Prior enrollment behavior</li><li>Product ownership and eligibility</li><li>Implement automated drip campaigns and triggered messaging</li><li>Ensure all messaging aligns with client branding, compliance, and benefit strategy</li><li>Coordinate campaign timing with enrollment windows and case launches</li></ul>4. Participation Tracking &amp; Optimization<ul><li>Monitor and analyze real-time engagement and participation metrics, including:</li><li>Open rates, click-through rates</li><li>Appointment scheduling activity</li><li>Self-service vs. assisted enrollment rates</li><li>Track conversion metrics across campaigns and enrollment channels</li><li>Identify trends and optimize campaigns to improve:</li><li>Participation rates</li><li>Product mix and cross-sell opportunities</li><li>Generate reports for internal teams and clients on:</li><li>Campaign performance</li><li>Enrollment outcomes</li><li>Engagement effectiveness</li><li>Leverage data insights to recommend continuous improvement strategies</li></ul>5. Implementation &amp; Deployment<ul><li>Support full implementation lifecycle:</li><li>Requirements gathering</li><li>Data intake validation</li><li>Build, QA, and deployment</li><li>Execute rapid deployments (ExpressCase) for eligible groups</li><li>Coordinate testing cycles including UAT and carrier validation</li><li>Ensure alignment between case configuration, campaign setup, and data feeds</li></ul>6. Data Quality, Reconciliation &amp; Reporting<ul><li>Monitor ongoing EDI transmissions and enrollment activity</li><li>Perform billing and enrollment reconciliation across systems</li><li>Investigate and resolve data mismatches and enrollment discrepancies</li><li>Maintain audit trails and reporting for compliance and accuracy</li></ul>7. Cross-Functional Collaboration<ul><li>Act as liaison between:</li><li>Technology teams</li><li>Enrollment operations</li><li>Sales and account management</li><li>Carriers and TPAs</li><li>Support client onboarding and ongoing service delivery</li><li>Provide guidance on integration feasibility, campaign strategy, and system capabilities</li></ul>Required Qualifications<ul><li>3+ years of experience in:</li><li>EDI, data integration, benefits enrollment, or HR technology platforms</li><li>Strong understanding of:</li><li>ANSI 834, eligibility/billing feeds, and reconciliation processes</li><li>Experience with:</li><li>Enrollment or benefits administration platforms</li><li>Proficiency in:</li><li>Data mapping and transformation</li><li>Excel (advanced), CSV/XML/JSON</li><li>Experience managing or supporting digital campaigns or engagement platforms</li></ul>Preferred Qualifications<ul><li>Experience with LDEx standards and voluntary benefits carriers</li><li>Familiarity with API integrations (REST/SOAP)</li><li>Background in ClickEnroll or similar platforms (Selerix, Employee Navigator, etc.)</li><li>Experience with marketing automation, segmentation, and analytics tools</li><li>Understanding of insurance products (Life, LTC, CI, Accident, Hospital Indemnity)</li></ul>Key Competencies<ul><li>Analytical mindset with strong attention to detail</li><li>Ability to connect data, technology, and user engagement</li><li>Strong problem-solving and troubleshooting skills</li><li>Ability to manage multiple cases and campaigns simultaneously</li><li>Effective communication across technical and non-technical stakeholders</li><li>Self-starter comfortable in a fast-paced, entrepreneurial environment</li></ul>Why This Role MattersThis role is central to Northstead&rsquo;s success&mdash;ensuring that:<ul><li>Data flows accurately across all systems</li><li>Cases are built and deployed efficiently</li><li>Campaigns drive measurable engagement and participation</li><li>Clients achieve strong enrollment outcomes</li></ul>This is where technology meets revenue, directly impacting participation, persistency, and growth.Pay: From $1.00 per hourWork Location: Hybrid remote in Egg Harbor Township, NJ 08234

Case Builder

Join The Forza Insurance Group and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Forza Insurance Group

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Case Builder