Client Associate - Micro Group

Nava Benefits

3d • Remote

About The Position

We’re hiring a Client Associate - Micro Group to join our Client Success team. This role is designed for a polished, detail-oriented benefits professional who is ready to step beyond pure analyst work and begin owning client relationships, while still partnering closely with Senior Client Managers and Account Executives.
This is an ideal next-step role for a Senior Benefits Analyst or junior Account Manager who is hungry for growth and wants the opportunity to both own a book of business and learn alongside seasoned consultants. You’ll play a critical role in supporting Nava's Micro Group book of business consisting of groups 2-50 ee's.
At Nava, this role sits at the intersection of technical excellence and relationship management. You’ll sharpen your consulting voice, expand your strategic exposure, and deepen your benefits expertise while directly contributing to our mission to #fixhealthcare. You’ll have access to modern, AI-powered tools that streamline the tactical work and give you more space to focus on what matters most: delivering meaningful outcomes for employers and employees.
This is a fully remote role, with a strong preference for California-based candidates or those with extensive California micro group experience.

Requirements

• Minimum 5+ years of recent employee benefits experience on the brokerage side supporting a high volume of micro group (2-50 ee's) 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 the Micro Group Client Portfolio: Partner with Account Executives on micro employer groups (2-50 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 micro group clients (2-50 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

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed