Case Builder

Position Overview

Commensurate to Experience

Northstead Insurance is seeking a highly skilled and detail-oriented EDI Analyst & 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—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 Responsibilities

1. EDI & Data Integration (Primary Focus)

• Design, implement, and manage EDI integrations with carriers, TPAs, payroll, and HRIS systems
• Interpret and map LDEx, carrier-specific, and custom data schemas
• Build and maintain eligibility, enrollment, billing, and reconciliation feeds
• Troubleshoot data discrepancies, failed transmissions, and reconciliation gaps
• Coordinate file specifications, formats, and delivery cadence with partners
• Support API-based integrations (REST/SOAP) where applicable
• Ensure data integrity across ClickEnroll, carrier systems, and TPAs

2. Case Building & Configuration

• Configure employer groups within ClickEnroll (ExpressCase, Enroll, Select, Engage)
• Build and maintain:
• Product configurations (Life, LTC, CI, Accident, HI)
• Eligibility rules and class structures
• Rate tables, underwriting logic, and plan designs
• Employer/employee contribution strategies
• Configure enrollment workflows (self-service and assisted models)
• Align all configurations with downstream EDI and reporting requirements

3. Campaign Management & Messaging

• Build and deploy multi-channel enrollment campaigns using ClickEnroll Engage:
• Email campaigns
• SMS campaigns
• Digital postcards and landing pages
• Configure audience segmentation based on:
• Demographics
• Prior enrollment behavior
• Product ownership and eligibility
• Implement automated drip campaigns and triggered messaging
• Ensure all messaging aligns with client branding, compliance, and benefit strategy
• Coordinate campaign timing with enrollment windows and case launches

4. Participation Tracking & Optimization

• Monitor and analyze real-time engagement and participation metrics, including:
• Open rates, click-through rates
• Appointment scheduling activity
• Self-service vs. assisted enrollment rates
• Track conversion metrics across campaigns and enrollment channels
• Identify trends and optimize campaigns to improve:
• Participation rates
• Product mix and cross-sell opportunities
• Generate reports for internal teams and clients on:
• Campaign performance
• Enrollment outcomes
• Engagement effectiveness
• Leverage data insights to recommend continuous improvement strategies

5. Implementation & Deployment

• Support full implementation lifecycle:
• Requirements gathering
• Data intake validation
• Build, QA, and deployment
• Execute rapid deployments (ExpressCase) for eligible groups
• Coordinate testing cycles including UAT and carrier validation
• Ensure alignment between case configuration, campaign setup, and data feeds

6. Data Quality, Reconciliation & Reporting

• Monitor ongoing EDI transmissions and enrollment activity
• Perform billing and enrollment reconciliation across systems
• Investigate and resolve data mismatches and enrollment discrepancies
• Maintain audit trails and reporting for compliance and accuracy

7. Cross-Functional Collaboration

• Act as liaison between:
• Technology teams
• Enrollment operations
• Sales and account management
• Carriers and TPAs
• Support client onboarding and ongoing service delivery
• Provide guidance on integration feasibility, campaign strategy, and system capabilities

Required Qualifications

• 3+ years of experience in:
• EDI, data integration, benefits enrollment, or HR technology platforms
• Strong understanding of:
• ANSI 834, eligibility/billing feeds, and reconciliation processes
• Experience with:
• Enrollment or benefits administration platforms
• Proficiency in:
• Data mapping and transformation
• Excel (advanced), CSV/XML/JSON
• Experience managing or supporting digital campaigns or engagement platforms

Preferred Qualifications

• Experience with LDEx standards and voluntary benefits carriers
• Familiarity with API integrations (REST/SOAP)
• Background in ClickEnroll or similar platforms (Selerix, Employee Navigator, etc.)
• Experience with marketing automation, segmentation, and analytics tools
• Understanding of insurance products (Life, LTC, CI, Accident, Hospital Indemnity)

Key Competencies

• Analytical mindset with strong attention to detail
• Ability to connect data, technology, and user engagement
• Strong problem-solving and troubleshooting skills
• Ability to manage multiple cases and campaigns simultaneously
• Effective communication across technical and non-technical stakeholders
• Self-starter comfortable in a fast-paced, entrepreneurial environment

Why This Role Matters

This role is central to Northstead’s success—ensuring that:

• Data flows accurately across all systems
• Cases are built and deployed efficiently
• Campaigns drive measurable engagement and participation
• Clients achieve strong enrollment outcomes

This is where technology meets revenue, directly impacting participation, persistency, and growth.

Pay: From $1.00 per hour

Work Location: Hybrid remote in Egg Harbor Township, NJ 08234