Client Services Associate

Navia Benefit Solutions•Moraine, OH

17h•$20 - $27•Hybrid

About The Position

As a Client Services associate you will represent Navia in a professional manner and provide support, education, and general customer service to clients and brokers. You will work in a team environment servicing clients as well as collaborating with Account/Team Managers and internal departments to assist in day-to-day administrative tasks.

Requirements

Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs.
Excellent customer service skills.
Excellent written communications skills.
Ability to adhere to a work schedule following standard business hours and can maintain regular, on-time attendance, including attendance of meetings and scheduled phone shift.
Positive work attitude and adaptability.
Organizational and time management skills.
Problem solving and critical thinking skills.
Independent/self-motivated and can also work well in a team environment.
Willingness to work outside scheduled work hours as needed, especially during our busy season.

Nice To Haves

Experience with employer benefits

Responsibilities

Support employer group clients and brokers by researching and answering inquiries via email and phone.
Process updates to plan participants and benefits at the request of employer group clients, brokers, and senior members of the internal Navia team.
Plan and attend meetings/calls with clients and brokers as needed, including regular recurring meetings.
Assist with resolving escalated client and broker issues with direction and support from a senior team member.
Understand and facilitate all aspects of the annual plan renewal process.
Assist in creating new plan year forms and documents, complete renewal related tasks and tracking, and discuss rate changes with clients and brokers.
Understand other Navia internal departments’ functions and processes at a high level and work with those departments to resolve client questions/issues as needed.
Understand the file import process and the various types of files that clients send.
Interpret Navia’s file specs and troubleshoot file issues.
Audit client plans as needed.
Assist with projects and tasks for team and department as necessary.
Contribute to ongoing team analysis of procedures, aiming to streamline and automate processes and build efficiency.
Meet department and team performance expectations.