Customer Data Services Specialist – EDI

Brown & Brown Insurance

Data/EDI Specialist on the National Employee Benefits Technology team. Responsible for implementing and managing technology solutions for employee benefits administration.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in EDI Configuration and Data Management, with strong analytical and problem-solving capabilities. Maintains a solid understanding of employee benefits products and regulations while fostering positive client relationships and supporting team collaboration.

Highest-signal resume keywords

EDI ConfigurationData ManagementCustomer ServiceAnalytical SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Software ImplementationSystems ConfigurationData AnalysisQuality AssuranceRoot Cause AnalysisEmployee Data File ManagementBenefits Administration Technology

Soft Skills

Communication SkillsOrganizational SkillsProblem-Solving SkillsTeamworkClient Interaction Skills

Tools & Technologies

Microsoft Office SuiteDatabase ApplicationsThird-Party Software

Industry Keywords

Employee BenefitsInsuranceHuman ResourcesFinancial ServicesSOPs

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.