Associate, EDI Onboarding

**Date:** Aug 20, 2026 **Primary Location:** Charlotte, NC, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Charlotte, NC (North Carolina); Work from Home **Work Arrangement:** **Remote :** Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition \#:** 76507 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. 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 you'll be doing You will monitor EDI requests and ensures timely responses in gathering necessary information, addressing questions, and providing appropriate layouts/file formats for EDI processing. You will 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. You will 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. You will implement standard inbound file feeds for both new customers and ongoing maintenance request including not limited to demographic/eligibility files. You will 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. You will provide ongoing File Support to installed customers, including technical troubleshooting for Level 2 File Support requests. You will act as a testing resource for general strategic initiatives. You will work with the third\-party benefit administration partners to expedite resolution of any escalated file issues; collaborate with partners to r