Client Associate – Large Group

Nava Benefits

Client Associate managing large group accounts and supporting employer clients at Nava. Collaborating with Senior Client Managers to deliver strategic benefits solutions.

Posted 6/24/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

employee benefits experiencefinancial spreadingcarrier marketingreportingdata analysisbenefits administration systemsclient servicingbudget modelingrenewal preparationopen enrollment

Soft Skills

communication skillsconsultative mindsetrelationship buildingclient managementcross-functional collaborationpresentation skillsorganizational skillsproblem-solvingtime managementprofessional polish

Tools & Technologies

ExcelPowerPointGoogle Slidesben-admin systemsvendor coordinationclient deliverablesreporting toolsdata analysis toolsfinancial analysis toolspresentation software

Certifications & Qualifications

Health Insurance License

Industry Keywords

brokerageconsultingemployer groupsclient inquiriesvendor relationshipsmulti-layered employer groupsclient experiencerenewalscarrier negotiationsemployee education materials

About the role

Key responsibilities & impact

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

What you’ll need

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

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.