Client Manager

Nava Benefits

Client Manager managing New York small group employer relationships at Nava. Supporting clients in navigating employee benefits with strategic insight and consultative expertise.

Posted 4/23/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Website LinkedIn All 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

employee benefits experienceaccount managementfinancial arrangementshealth productssmall group plansvendor deploymentcompliance supportmember educationrenewal presentationsbudget reviews

Soft Skills

consultative skillscommunication skillspublic speakingrelationship buildingclient successcollaborationcreativityproblem-solvingpresentation skillsorganizational skills

Certifications

Bachelor's DegreeNew York Health Insurance License