[Hiring] Senior Associate, Data Exchange Specialist @New York Life

Role Description

The Data Exchange Specialist is responsible for managing the overall process, practice, and project implementation of electronic data interfaces with New York Life clients in support of Life, Accident, Disability, Family Medical Leave products, and various service offerings, with a strong focus on National Accounts and highly complex data integrations.

This role serves as both a technical and consultative resource, ensuring high-quality data exchange while educating clients on how their data powers downstream services including administration, billing, eligibility, enrollment, and reporting.

• Understand how data flows through New York Life systems—from file receipt and validation to internal processing and operational impact.
• Proactively advise clients and TPAs on how data structure, file dependencies, and transmission timing affect service delivery and administration outcomes.
• Manage multi-file data environments where multiple client files must be validated, sequenced, reconciled, and merged for accurate system ingestion.
• Drive inventory control of active interfaces and milestone management in partnership with internal and external stakeholders.
• Demonstrate strong analytical capabilities to audit incoming files across multiple data sources, identify discrepancies or systemic errors, and implement corrective actions.
• Partner closely with Implementation IT, Family Medical Leave Operations, Account Management, and external Ben Tech vendors to ensure deadlines are met and implementation efforts stay aligned with business objectives.
• Act as a leader among peers by contributing expertise, mentoring team members, and driving process improvements.

Qualifications

• Bachelor’s Degree strongly preferred or minimum of 3 years relevant work experience required.
• Prior experience working with clients, producers, TPAs, or Ben Tech partners preferred.
• Strong understanding of complex data structures, file layouts, and electronic transmission methods preferred.
• Demonstrated ability to analyze, audit, and interpret complex and high-volume data files.
• Experience managing file dependencies, merge logic, and reconciliation across multiple data sources preferred.
• Strong planning, project management, and inventory control skills.
• Proficient/advanced Microsoft Excel skills required (VLOOKUP, Pivot Tables, Macros).
• Proficiency in Access preferred.
• Experience with mainframe TSO and JCL scripting preferred.
• Excellent organizational skills with ability to manage multiple complex implementations simultaneously and meet tight deadlines.
• Excellent written and verbal communication skills with the ability to explain technical concepts to non-technical audiences.
• Strong interpersonal and consultative skills.
• Demonstrated ability to drive results and meet key milestones.
• Ability to work independently while collaborating effectively across internal business partners.
• Demonstrated leadership capability in a fast-paced, evolving environment.
• Proven adaptability and willingness to embrace change and continuously improve processes.

Requirements

• Integrate with TPAs and Ben Tech partners in support of eligibility, enrollment, remittance, and billing data for new and inforce business.
• Serve as a consultative partner to clients and TPAs by educating them on data structure, file specifications, and the operational impact of their data.
• Implement complex electronic interfaces based on established timelines while maintaining strict inventory control of active integrations.
• Manage multi-file integration environments, ensuring files are received, validated, and sequenced appropriately.
• Review, audit, and validate test data across multiple related files and data sources.
• Identify root causes of file discrepancies, mapping errors, transmission issues, or data inconsistencies.
• Understand and articulate end-to-end data flow, including how files are processed within New York Life systems.
• Balance New York Life/LDEX standards with client requirements, delivering compliant and scalable solutions.
• Prepare and maintain documentation confirming the method of data exchange.
• Partner with Production Support and IT to ensure successful receipt, mapping, merging, and processing of data.
• Articulate complex file mapping and merge logic requirements clearly to IT and technical partners.
• Drive accountability with internal teams and Ben Tech partners to meet key deliverables.
• Troubleshoot and diagnose issues related to electronic data exchange.
• Track file status and ensure metrics are reported accurately within Salesforce.
• Develop and maintain support documentation, SOPs, and training materials.
• Proactively review and suggest improvements to existing procedures.
• Serve as a subject matter expert for complex data exchange implementations.

Benefits

• Full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs.
• Annual discretionary bonus eligibility.
• Incentive program participation eligibility.