EDI Analyst & Case Builder

EDI Analyst & Case Builder (Hybrid Role)

Company: Northstead Insurance (supporting Forza Insurance Group & ClickEnroll)
Location: Hybrid
Department: Operations / Technology / Enrollment Services

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.