Client Associate – Large Group

🔥 18 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Nava Benefits

WebsiteLinkedInAll Job Openings

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

• 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.

🎯 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.

🏖️ 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 • Company-paid long-term disability • Company-paid life insurance • Additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.