nava-benefits - Client Associate

Remote - Anywhere - USA *+ Equity4mo ago

Remote Junior NA Health Insurance Insurance Associate Reporting Team Leadership Client Consulting Timeline Management Data Analysis

Requirements

• We recognize experience can come in many forms, but recent, hands-on brokerage experience is a non-negotiable requirement for this role. If most of the below resonates with you, we encourage you to apply. • Minimum 5+ years of recent employee benefits experience on the brokerage or consulting side supporting multiple employer clients simultaneously • Active Health Insurance License required • Demonstrated, hands-on experience supporting employer groups through renewals, carrier marketing, and open enrollment cycles within a brokerage environment

Responsibilities

• Support Complex Large Accounts as a Secondary CM: Partner with Account Executives on large, multi-layered employer groups (750–3,000 lives). Contribute to strategy, reporting, renewal preparation, vendor coordination, and client deliverables while learning advanced consulting approaches in real time. • Own a Book of Business Independently: Serve as the primary day-to-day contact for a portfolio of smaller large-group clients (100–200 lives). Manage plan-year servicing, respond to client inquiries, coordinate with carriers and vendors, and build strong, trust-based relationships. • Spreading and analyzing financials for renewals • Carrier marketing and quoting support • Reporting and data analysis • Maintaining and configuring ben-admin systems • Eligibility and billing support • Vendor coordination and day-to-day servicing tasks • Lead Renewal & Open Enrollment Preparation: Build renewal and open enrollment presentations, develop employee education materials, support budget modeling, and ensure timelines are met across all stakeholders. • Create and Present Client Deliverables: Develop decks, reports, and financial summaries and confidently present to HR teams and client leadership for straightforward groups, while supporting senior teammates on more complex presentations. • Strengthen Client Experience: Collaborate cross-functionally with internal operations, member support, and external vendor partners to ensure seamless execution and an elevated client experience throughout the year. • Direct experience working inside or alongside benefits administration systems in a client-servicing capacity • Strong Excel and PowerPoint / Google Slides skills with the ability to independently build financial analyses and client-ready presentations • Confident written and verbal communication skills, with the ability to lead client calls and present renewal materials for straightforward groups • Experience managing multiple client timelines, deliverables, and carrier/vendor relationships concurrently • Professional polish, consultative mindset, and clear desire to grow into broader client ownership and strategic advisory work • WHAT YOU’LL GET • A clear and supported path from analyst-level execution to full client management ownership • Exposure to both straightforward and highly complex employer groups, accelerating your learning curve

Benefits

• Health & Wellness: Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health. • Financial Support: Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial. • Work-Life: Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage. • Professional Support: $1,000 home office setup stipend and access to an Employee Assistance Program (EAP) • Candidates from all backgrounds are encouraged to apply. We believe that solving America's healthcare problem requires leveraging America's greatest strength: our diversity. Healthcare affects everyone – and a team that includes people from all backgrounds and walks of life will be more effective at driving change than a homogeneous one. We are excited to build that kind of team at Nava.