Customer Data Services Specialist - EDI

Brown & Brown is a company built on meritocracy, rewarding self-starters committed to customer satisfaction. The Data/EDI Specialist plays a crucial role in supporting technology solutions for benefits administration, focusing on data analysis, EDI configuration, and client relationship management.

Responsibilities:

• Audit, validate, and upload data for new and existing client implementations, including moderately complex and higher-complexity projects
• Configure and maintain new and existing EDI files using third-party software and established standard operating procedures (SOPs)
• Perform testing, auditing, and quality assurance reviews of EDI configurations to ensure accurate functionality and successful implementation
• Interpret and follow established SOPs while contributing recommendations for process improvements and documentation enhancements
• Build and maintain positive working relationships with clients, vendors, and carrier partners to support service excellence and client retention
• Provide direct support to assigned clients and assist with customer service requests and issue resolution
• Maintain working knowledge of employee benefits products, services, regulations, and technology platforms to effectively configure and test solutions
• Conduct root cause analysis and troubleshoot data, file, and system issues
• Serve as a subject matter resource during client meetings and implementation discussions
• Support and mentor Analysts and Senior Analysts through training, coaching, and knowledge sharing
• Promote teamwork, collaboration, and a positive work environment across the department
• Ensure individual work meets quality standards and established service expectations
• Participate in ongoing professional development and training related to industry trends, regulations, software solutions, and emerging technologies
• Follow all departmental policies, procedures, and compliance requirements
• Perform additional duties and special projects as assigned

Requirements:

• Associate's degree, Bachelor's degree, or equivalent combination of education and experience
• 2–5 years of software implementation, systems configuration, or related experience
• Strong analytical and problem-solving skills
• Ability to quickly learn and apply new technology, processes, and concepts
• Proficiency with Microsoft Office Suite
• Experience working with database applications and large data sets
• Strong customer service and communication skills
• Professional telephone and client interaction skills
• Ability to maintain a high degree of confidentiality and discretion
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• 2–4 years of experience in an office environment, preferably within insurance, employee benefits, human resources, or financial services
• 1–2 years of experience with employee data file management, EDI development, or benefits administration technology