ERP Benefits Data Analyst/Auditor

 

About Benefit Harbor

Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for more than 25 years. Through its proprietary, purpose-built technology, Benefit Harbor simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance.

Serving primarily midsize to large enterprises, Benefit Harbor helps organizations reduce administrative burdens, improve operational efficiency, and support Affordable Care Act (ACA) compliance. With robust integrations to insurance carriers and a commitment to modernizing benefits operations, the company delivers reliable technology solutions that enhance the experience for employers, administrators, and employees.

At Benefit Harbor, team members collaborate in a technology-driven, client-focused environment that values accuracy, accountability, continuous improvement, and service excellence.

 

Position Summary

The ERP Data Analyst/Auditor is responsible for auditing, analyzing, and validating electronic data interchange (EDI) files, enrollment data, and reports to ensure the accuracy, completeness, and reliability of data exchanged between ERP systems, insurance carriers, vendors, and the Benefit Harbor platform.

This role works closely with external carrier and vendor partners, the Client Services team, Operations, and Development to conduct routine and scheduled audits, identify and investigate data discrepancies, and support timely issue resolution. Responsibilities include requesting and reviewing data extracts, maintaining documentation, completing quality assurance activities, managing assigned support tickets, and assisting with day-to-day operational needs and special projects.

The ideal candidate is detail-oriented, analytical, organized, and comfortable working with large data sets, recurring audit schedules, and multiple stakeholders. The ability to investigate discrepancies, communicate findings clearly, manage competing priorities, and follow issues through resolution is essential to maintaining data integrity and delivering reliable benefits administration services.

 

Essential Duties and Responsibilities

 

Data Auditing and Quality Assurance

  • Conduct post-open enrollment, monthly system, and quarterly enrollment audits to validate the accuracy and consistency of data exchanged between ERP systems and the Benefit Harbor platform.
  • Review audit results, identify discrepancies, document findings, and communicate potential issues to the appropriate internal teams.
  • Research data inconsistencies, investigate root causes, and collaborate with relevant stakeholders to support corrective actions through resolution.
  • Perform quality assurance reviews to confirm the completeness, accuracy, and integrity of enrollment data, reports, and electronic data files.
  • Maintain clear and organized audit documentation, including results, identified exceptions, follow-up activities, and resolution status.
  • Assist Client Services and Operations teams with audit-related issue mitigation and ongoing data quality improvements.

 

EDI File Management and Data Validation

  • Request, obtain, and review data extracts from insurance carriers, vendors, and Workday or other ERP systems to support regularly scheduled audits and data validation activities.
  • Develop and maintain a working understanding of various EDI file types, file layouts, data elements, and basic data mapping concepts.
  • Compare data across systems and files to identify missing information, discrepancies, formatting issues, and potential transmission errors.
  • Assist with investigating issues affecting data transfers and coordinate with internal technical teams and external partners as needed.
  • Support the validation of file updates, enrollment changes, and data corrections to help ensure accurate information is reflected across connected systems.
  • Maintain documentation related to file specifications, audit procedures, recurring data issues, and established workflows.

 

Issue Resolution and Client Support

  • Investigate audit exceptions, data discrepancies, and reported system or file-related issues, coordinating with internal stakeholders and external partners to determine appropriate resolutions.
  • Manage assigned Client Support and TMS tickets, providing timely updates, maintaining accurate documentation, and following established procedures through completion.
  • Escalate unresolved or complex issues to the appropriate team members, providing supporting details and relevant findings to facilitate investigation.
  • Maintain ownership of assigned issues and follow up with stakeholders to ensure outstanding items are addressed within expected timelines.
  • Support the Client Services and Operations teams with data-related inquiries, reporting requests, and troubleshooting activities.

 

Operational Support and Collaboration

  • Meet established deadlines for scheduled audits, data extracts, support tickets, and other assigned deliverables.
  • Build and maintain effective working relationships with insurance carriers, vendors, Client Services, Operations, Development, and other internal teams.
  • Communicate audit findings, data concerns, and resolution updates clearly to both technical and non-technical stakeholders.
  • Identify opportunities to improve audit procedures, strengthen data quality controls, streamline workflows, and enhance operational efficiency.
  • Adapt to changing business priorities while maintaining accuracy, organization, and consistent follow-through.
  • Participate in special projects and perform additional duties as assigned.

 

Required Qualifications

 

Education and Experience

  • Bachelor’s degree in business, Information Systems, Healthcare Administration, or a related field; equivalent relevant professional experience may be considered.
  • At least two years of experience supporting complex projects, data analysis, auditing, quality assurance, benefits administration, or related operational functions.
  • Experience working with health insurance, employee benefits, enrollment data, or EDI processes is preferred.
  • Familiarity with data reconciliation, file validation, system reporting, or troubleshooting data discrepancies is an advantage.

 

Technical and Analytical Skills

  • Proficiency in Microsoft Office applications, with intermediate-level Excel and Access skills required.
  • Strong analytical skills and the ability to evaluate data, identify inconsistencies, investigate discrepancies, and support appropriate resolutions.
  • Ability to work with spreadsheets, structured data, electronic files, and recurring reports while maintaining accuracy and attention to detail.
  • Familiarity with database functions, data structures, and data validation techniques is preferred but not required.
  • Ability to organize electronic files, maintain accurate documentation, and use standard computer applications effectively.
  • Willingness and ability to learn proprietary platforms, ERP systems, EDI file formats, and benefits administration processes.

 

Communication and Relationship Management

  • Strong written and verbal communication skills, including the ability to explain findings and technical issues to both technical and non-technical audiences.
  • Ability to ask clarifying questions, gather relevant information, investigate concerns, and communicate next steps effectively.
  • Professional and responsive approach when working with internal teams, carriers, vendors, and other business partners.
  • Strong customer service orientation, with a commitment to timely communication, follow-up, and issue resolution.

 

Organizational and Professional Competencies

  • Exceptional attention to detail and commitment to data accuracy and integrity.
  • Strong organizational and time management skills, with the ability to manage multiple assignments and meet recurring deadlines.
  • Self-motivated, dependable, and accountable, with a strong work ethic and willingness to take initiative.
  • Logical and methodical approach to research, troubleshooting, and problem-solving.
  • Ability to adapt to changing priorities in a fast-paced, deadline-driven environment.
  • Demonstrated ability to collaborate effectively and contribute to shared team objectives.

 

Work Environment and Schedule

  • This is a full-time, exempt position.
  • General business hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. Central Time, with flexibility as needed to support teams across the continental United States.
  • Work may be performed onsite at Benefit Harbor, Hybrid within the Dallas-Fort Worth Metroplex or remotely from an approved home office, depending on business requirements.
  • High peak business periods are open enrollment, implementations, and other periods of increased operational demand, blackout periods may be enforced.
  • Limited travel may be required.

 

Equal Employment Opportunity

Benefit Harbor is committed to providing equal employment opportunities and maintaining a workplace that values professionalism, collaboration, and respect. Employment decisions are made in accordance with applicable federal, state, and local laws.

 

Additional Information

This job description is intended to describe the general nature and level of work performed in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties, responsibilities, and assignments may change at any time based on business needs.