EDX Operations Consultant

Sun Life Financial, Inc.

$69K — $104K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years experience with electronic data exchange (EDX) feeds in insurance settings.
  • Familiarity with History and Takeover (H&T) EDX feeds between carriers and Benefit Administration.
  • Strong communication skills for translating IT requirements to clients.
  • Proficient in prioritizing client experience during project implementation.
  • Ability to juggle multiple projects and adhere to timelines.
  • Experience in managing relationships with Trading Partners.
  • Solid understanding of Absence and Disability Management services like FMLA, Short Term, and Long Term Disability.

Responsibilities

  • Research and resolve complex EDX data issues.
  • Conduct testing of H&T EDX files with Trading Partners for new employer groups.
  • Support renewal cases with alterations to feed structures.
  • Provide production and file coding support for the Data Operations Specialist.
  • Manage and lead implementation walkthroughs and status communications.
  • Be the primary contact for brokers and policyholders during the implementation process.
  • Ensure smooth transitions from testing to production and build training content for field partners.

Benefits

  • Generous vacation and sick time.
  • Market-leading paid family, parental, and adoption leave.
  • Medical coverage with comprehensive options.
  • Company-paid life and accidental death and dismemberment insurance.
  • Flexible 401(k) plan with employer match and stock purchase options.
  • Partially paid sabbatical program for long-term employees.
  • Recognition as a top employer and commitment to workplace inclusivity.
Full Job Description

Job Description:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

The Opportunity

The Digital Operations Implementation Consultant position is a professional client interacting position, which focuses on a range of implementation activities designed to achieve a high level of customer service and satisfaction during the implementation of History and Takeover (H&T) electronic data exchange (EDX) feed with Sun Life. This position is also responsible for testing and approving production ready EDX files. The Operations Consultant requires a high level of independent judgement and decision making throughout the implementation and testing process.

What you will bring with you:

  • 2 years’ experience working with EDX feeds between insurance carriers and Benefit Administration platforms.
  • 2 years’ experience working with H&T EDX feeds between insurance carriers and Benefit Administration platforms.
  • Ability to communicate and translate IT requirements to customers.
  • Ability to analyze information, prioritize and solve recurring issues.
  • Ability to prioritize client experience during implementation.
  • Ability to work on multiple projects with designated timelines.
  • Ability to develop and manage relationships with Trading Partners.
  • Strong background working with History and Takeover + Absence and Disability Management services (Family and Medical Leave Act, Short Term Disability, and Long Term Disability)

How you will contribute:

  • Research and resolve complex data exchange issues.
  • Test H&T EDX files with Trading Partners for new employer groups.
  • Support renewal cases with changes to their feed structure
  • Production and File Coding support for the Data Operations Specialist
  • Participate with the broker, policyholder, and trading partner on all status calls, including kick off calls
  • Managing the H&T implementation walk through calls, completing regular case follow-ups including reporting status and communicating when activities are complete or in jeopardy of being delayed.
  • Collaborate with Sun Life team members, the client and broker on expectation management and work effectively with all involved Sun Life and installation teams from start to finish of the new product and file feed installation.
  • Be the point of contact for the broker and policyholder for all feed questions during the implementation.
  • Ensure smooth transition to production from testing
  • Participate in building training content and facilitating training to our field partners and home office staff regarding our data electronic capabilities.

Salary $69,300 - $104,000

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch?   to stay connected until the time is right for you! 

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our and recognition within our communities.

Job Category:

Business Analysis - Systems

Posting End Date:

31/07/2026

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