Client Manager

Summary

Join Nava Benefits as a dynamic Small Group Client Manager and make an immediate impact! Manage a book of small group clients (50-100 lives) primarily in New York, providing consultative support and tailored benefit strategies. You will act as a trusted advisor, collaborating with partners and internal stakeholders. Drive client success through annual service plan adherence, including renewals and open enrollment. Foster strong client relationships and deliver innovative solutions. This remote position is ideal for a strategist, advocate, and teammate who thrives in a collaborative environment. Preferred candidates will be based in NY or surrounding areas and have recent experience managing NY-based small employer groups.

Requirements

• Bachelor's Degree in a business-related field and/or equivalent education
• 5-7 years of employee benefits experience with a brokerage
• Recent experience independently managing accounts with minimal guidance
• Recent experience supporting: New York-based small employer groups (50-100 lives)
• Strong knowledge of small group plans and products
• Knowledge of financial arrangements and health products including fully insured, level & self funded, captives
• Health Insurance License required
• Strong Excel, PowerPoint, Google suite, written and communication skills
• Comfortable public speaking, including presenting renewal information, financials and open enrollments meetings and webinar recordings

Responsibilities

• Act as a trusted advisor for an assigned book of employer groups (50-100 lives)
• Be adaptable and flexible to proactively address client issues and needs and deliver a best in class client experience
• Collaborate with vendor partners and internal stakeholders to manage the day to day servicing of clients and members
• Possess the ability to delegate, provide oversight and give feedback to others
• Drive your client's annual service plan adherence strategy including, but not limited to, management and execution of the renewal process, open enrollment, vendor deployment, member education and compliance support
• Foster consultative relationships with client executives and deliver novel benefit solutions for our growing portfolio of national clients

Preferred Qualifications

Based in NY or surrounding area

Benefits

• 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
• Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial
• 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
• $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)