EDI Consultant

Benefits Consultant - EDI
mpowers leaders to develop winning teams. Our Human Capital Management (HCM) software modernizes every aspect of People Management from the way you recruit, onboard, develop, pay, and retain employees. Best of all? Our team is growing, and there’s never been a better time to join! If you love to Think Big, Dream Big, Compete to Win, and thrive in a fast-paced environment, we want to hear from you!

Job Summary

The Benefits Consultant is responsible for utilizing best-in-class management practices to give clients a holistic perspective on their benefits program, EDI complexity, and the initial setup as well as ongoing use of Paycor’s Carrier Connect service. They serve as the primary contact for client carrier feeds during implementation and are responsible for ensuring that data is setup to flow accurately from Paycor’s HR platform to individual carrier systems. Benefits Consultants will work closely with Paycor’s benefit mapping vendor, insurance carriers, clients, and internal teams to initially configure and thoroughly tests feeds prior to moving them to production. These specialists will occasionally assist clients with Open Enrollment events and will help to ensure that benefit plans are correctly built with EDI interactions in mind.

Successful candidates will have the ability to establish immediate rapport and connection, quickly understand the level of ongoing support each client needs, and tactfully address challenges and concerns. Additionally, they will be team- and solutions-oriented, process driven, and possess the technical know-how to address complex problems.

Essential Duties and Responsibilities

Maintain an in-depth knowledge of Paycor’s products and features, particularly within the HR and Carrier Connect realms
Understand the process for building, testing, and deploying benefit feeds to the carrier
Assist in configuring and modifying client benefit plans to meet EDI and carrier requirements
Assist in importing employee election data using existing template structure
Work proactively with teammates to guide clients through Open Enrollment events
Effectively manage client escalations, pulling in appropriate resources when necessary
Collaborate with Paycor’s vendor, carriers, and other stakeholders to send and troubleshoot clients’ benefit files
Partner with Paycor’s vendor to report on project status and improve existing implementation processes
Use Paycor’s vendor’s portal to initiate new orders, enter carrier information, complete pre-mapping, and enter troubleshooting tickets and manage existing orders
Assist in training and documenting of processes for colleagues and clients
Join forces with teammates to meet changing client needs through effective communication, regular meeting attendance, and consistent feedback sessions
Document critical client communications and interactions in SFDC and utilize Cloud Coach for project management
Promote Paycor’s full products and services packages; facilitate lead generation back to Paycor’s Inside Sales team as appropriate

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required.

Bachelor’s degree preferred, or equivalent experience required
2-3 years’ experience in a client service position; prior relationship management, project management or business to business sales experience a plus
Previous HCM, Insurance Carrier, Benefit, and/or EDI experience preferred
Ability to interface with multiple departments, multi-task, think on your feet, and work independently
Proven strong customer service and relationship building skills required
Ability to effectively troubleshoot software configurations and uncover root cause required
Ability to effectively solve problems by balancing detailed questions with creative solutions
Flexibility to work both in client facing and non-client facing settings
Familiarity with SalesForce and SaaS model desirable
Excellent organizational, interpersonal, and verbal and written communication skills
Ability to work in a fast paced, service-oriented, and ever changing environment
Proficiency in MS Product Suite including Excel, Outlook, and Word
Project management experience preferred