Client Manager

🕒 April 23

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Logo of Nava Benefits

Nava Benefits

51 - 200 employees

Founded 2019

👥 HR Tech

🤝 B2B

☁️ SaaS

🔥 Funding within the last year

💰 $30M Series C - Nava on 2025-10

HR Tech • B2B • SaaS

Nava Benefits is a modern employee benefits broker that pairs elite benefits advisors with an AI-powered SaaS platform (HQ) to simplify benefits administration, streamline renewals, and provide 24/7 support to employees and their families. The company helps HR teams save time, lower healthcare costs, centralize benefits documents, run audits and benchmarking, and offer AI-driven, self-serve member support and plan decision tools. Nava emphasizes alternative health plan strategies (self-funding, PBMs, captives) and positions itself as a tech-enabled extension of HR.

📋 Description

• Manage a portfolio of New York small group employer clients (50–100 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year. • Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education. • Design creative, consultative benefit solutions based on strong knowledge of the New York marketplace, alternative funding arrangements, carriers, and products. • Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members. • Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities. • Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions.

🎯 Requirements

• Bachelor's Degree in a business-related field and/or equivalent education • 5-10 years of employee benefits experience with a brokerage • A minimum of 5+ years of recent experience independently managing accounts with minimal guidance or AE/Consultant support • Recent experience supporting: New York small employer groups (50-100 lives) • Strong knowledge of small group plans and products • Strong knowledge of financial arrangements and health products including fully insured and level funded arrangements. • New York 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

🏖️ 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)

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