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US-UT-Salt Lake City

The EDI Configuration Analyst provides internal and external technical support as an Electronic Data Interface resource and subject matter expert. This position will be responsible for implementing and maintaining existing data interfaces, with opportunity for designing and implementing complex interfaces. This individual will also act as an ongoing technical support contact and will develop and maintain relationships with external vendors, third parties and carriers. Will provide research resolution for escalations from internal and external team members, may configure new interfaces previously established with PlanSource, complete special projects as assigned, and interact with internal contacts and external carriers and vendors. Will work independently and be responsible for client interfaces and project management of each interface as assigned by client.

US-UT-Salt Lake City | US-FL-Orlando | US-MI-Ada

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.  We are searching for an experienced EDI Carrier Connect Specialist to provide interim reporting support for PlanSource clients during the feed configuration and renewal phases of the PlanSource export setup.


About EDI Carrier Connect Specialist position

In this role you will manage the process and method by which the interim benefit data is communicated to the carrier, as well as general communications internally and externally to the carriers and brokers.


Ability to perform all EDI Carrier Connect Specialist duties, including:

  • Contact carriers to determine preferred method of interim communication of eligibility data
  • Maintain list of methods for all carriers
  • Work with the client/broker for permissions needed for PlanSource to do interim processing including gaining carrier site (portal) access for the team if necessary
  • Attend any necessary training (through carrier workshop or online) in order to be educated regarding carrier process/protocol for carrier site
  • Create training documentation and post to corporate knowledge base as needed
  • Creation of Interim PlanSource Standard reports for use in populating carrier load document or manual data entry on carrier’s site.
  • Depending on method of interim communication, train outsource team on carrier site entry or population of carrier load document from the PlanSource interim report
  • Work with external outsource team regarding any questions or issues that may arise
  • Responsible for troubleshooting any interim reporting issues from connection team and/or outsource team regarding site entry or carrier load document updates utilizing the help of the carrier or client/broker as needed
  • Work directly with EDI team and other PlanSource teams (Account Management, Implementation, Service) as needed
  • Tracking of interim process via CRM and PlanSource system ticketing until EDI feed is completed
  • Other duties as deemed necessary by management.

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