Data Exchange Specialist

Job Description

Senior Associate, Data Exchange Specialist | New York Life Insurance Company

The Tone:
This is a fully remote role at New York Life Insurance Company, a Fortune 100 mutual company committed to providing financial security and peace of mind through various insurance products and service offerings. This role is crucial for managing the complex electronic data interfaces with clients, particularly National Accounts, ensuring the high-quality data exchange that powers critical downstream services like administration, billing, and reporting. The specialist acts as a vital bridge, balancing technical expertise with consultative guidance to maintain data integrity and operational stability across interconnected systems.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote
• Pay: $75000–$95000 yearly
• Mission: Manage complex electronic data interfaces for New York Life clients to ensure high-quality data exchange and efficient service delivery, especially for National Accounts.
• Tech Stack: Salesforce, Microsoft Excel, Access, mainframe TSO, JCL scripting

What You’ll Actually Do
• Integrate and Consult: Integrate with TPAs and Ben Tech partners to support eligibility, enrollment, remittance, and billing data, while serving as a consultative partner to educate clients on data structure and its operational impact.
• Manage Implementations: Implement complex electronic interfaces based on established timelines, maintaining strict inventory control of active integrations, dependent file streams, and in-flight implementations.
• Validate and Reconcile: Manage multi-file integration environments, ensuring files are received, validated, sequenced, reconciled, and merged appropriately for accurate system ingestion and downstream processing.
• Troubleshoot and Document: Identify root causes of file discrepancies, mapping errors, or transmission issues, recommend corrective actions, and prepare documentation confirming data exchange methods, mapping logic, and audit controls.
• Partner and Lead: Partner with Production Support, IT, and external vendors to ensure successful data processing, articulate complex technical requirements, and serve as a subject matter expert providing guidance and mentorship to peers.

The Must-Haves
• Background: Senior level role. Bachelor’s Degree strongly preferred or a minimum of 3 years of relevant work experience required, with a strong understanding of complex data structures, file layouts, and electronic transmission methods preferred.
• Experience: Minimum of 3 years of relevant work experience required. Preferred experience includes working with clients, producers, TPAs, or Ben Tech partners, and managing file dependencies, merge logic, and reconciliation across multiple data sources.
• Skills: Proficient/advanced Microsoft Excel skills (VLOOKUP, Pivot Tables, Macros) required. Excellent organizational, written, and verbal communication skills, including the ability to explain technical concepts to non-technical audiences. Strong analytical, audit, interpretation, and consultative skills.
• Bonus: Proficiency in Access preferred. Experience with mainframe TSO and JCL scripting preferred.