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 EDX feeds between insurance carriers and Benefit Administration platforms.
  • 2 years’ experience with H&T EDX feeds between insurance carriers and Benefit Administration platforms.
  • Ability to communicate IT requirements to customers clearly.
  • Skilled in analyzing information and resolving recurring issues.
  • Ability to prioritize client experience during implementation phases.
  • Experience managing multiple projects with set deadlines.
  • Strong background in History and Takeover + Absence and Disability Management services.

Responsibilities

  • 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.
  • Provide production and file coding support for the Data Operations Specialist.
  • Participate in status calls with brokers, policyholders, and trading partners.
  • Manage H&T implementation walkthrough calls and case follow-ups.
  • Collaborate with team members and ensure effective communication with all parties involved throughout the installation process.
  • Serve as the primary contact for brokers and policyholders regarding feed questions.

Benefits

  • Hybrid work model allowing flexibility between in-office and virtual work.
  • Collaborative environment focused on client satisfaction and service.
  • Opportunity for professional growth through training and facilitation.
  • Comprehensive support from cross-functional teams during the implementation process.
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! 

Job Category:

Business Analysis - Systems

Posting End Date:

31/07/2026

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