Client Associate - Large Group

Nava Benefits

4d•Remote

About The Position

Nava is seeking a Large Group Client Associate to join their Client Success team. This role is for a detail-oriented benefits professional who can manage client relationships while working closely with Senior Client Managers and Account Executives. It's an ideal next step for a Senior Benefits Analyst or junior Account Manager looking for growth opportunities, allowing them to own a book of business and learn from experienced consultants. The role involves acting as a secondary Account Manager for large employer groups (800–3,000 lives) and independently managing a portfolio of smaller fully insured large groups (100–200 lives). This position combines technical expertise with relationship management, offering the chance to develop consulting skills, gain strategic exposure, and deepen benefits knowledge while contributing to Nava's mission. The role utilizes AI-powered tools to streamline tasks, allowing more focus on client outcomes. This is a fully remote position, with a preference for candidates based in New York or those willing to travel to New York for client meetings.

Requirements

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
Proven proficiency executing Benefits Analyst / Account Management responsibilities including financial spreading, quoting, reporting, and carrier negotiations
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

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.
Execute Core Benefits Analyst Responsibilities: Handle the tactical and analytical foundation of client servicing, including: 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.

Benefits

Medical insurance, including a $0 premium HDHP plan for individuals
Dental
Vision
Telehealth and Virtual Primary Care Visits
OneMedical membership
Wellhub
$50 monthly benefit to improve your mental or physical health
Stock options
401(k) with a $2,000 match
FSA
HSA
Access to Origin Financial
Flexible PTO
12 weeks of paid parental leave with 2 weeks of transition time
$50 monthly connectivity reimbursement
Company-paid short-term disability, long-term disability, and life insurance
Additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage
$1,000 home office setup stipend
Access to an Employee Assistance Program (EAP)