Account Executive

Summary

Join Nava Benefits as an Account Executive and lead strategic initiatives for a growing book of business on our west coast team. You will oversee large national clients, leading annual service plan execution, renewal strategy, and long-term strategic planning. Partnering with other departments, you will bolster Nava’s strategic capabilities to deliver novel benefit solutions. This remote position, preferably based in California, requires 15+ years of employee benefits experience with a brokerage and managing large employer groups. You will need strong analytical and communication skills, and a California Health Insurance License. Nava offers a comprehensive benefits package including health and wellness options, financial support, work-life balance initiatives, and professional development opportunities.

Requirements

• Experience: 15+ years of employee benefits experience with a brokerage; Recent experience independently managing accounts with minimal guidance A track record of supporting large California employer groups (150-2000 lives)
• Expertise: A strong command of large group plans and products; Strong knowledge of financial arrangements including fully insured, level & self funded, captives
• Leadership Skills: Proven ability to lead complex client engagements and mentor junior colleagues
• Client Relationship Management: Demonstrated success in building and maintaining executive-level relationships as a trusted advisor
• Analytical Skills: Strong analytical and financial analysis skills, with the ability to design innovative funding strategies
• Communication Skills: Excellent verbal and written communication skills, with the ability to create and present client deliverables effectively
• Education & Licensing: A bachelor's degree in a related field; California Health Insurance License required

Responsibilities

• Own the Outcome of Your Book of Business: Manage a portfolio of employer groups, collaborating with Partners, Client Managers and Benefits Analysts to manage the service needs of your clients throughout the plan year
• Strategic Planning and Execution: Lead annual service plan execution, renewal strategy, and long-term strategic planning
• Innovate Funding Strategies: Design innovative benefit strategies based on knowledge of the market, carriers and products, including understanding of alternative funding arrangements
• Create and Present Client Deliverables: Contribute to the creation and presentation of client deliverables such as financial reporting, finalist/renewal presentations, budget reviews, etc
• Enhance Strategic Capabilities: Partner with members of the client success, revenue, and operations departments to bolster Nava’s strategic capabilities and deliver novel benefit solutions
• Develop and Mentor: Actively develop and mentor junior-level colleagues, fostering a collaborative and growth-oriented team environment
• Manage Relationships: Build and maintain strong client relationships, acting as a trusted advisor and ensuring high client satisfaction

Preferred Qualifications

This is a remote position but preferred candidates will be based in California and possess California employee benefits market knowledge as well as recent experience managing large employer groups (100-5,000 lives)

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)