Navia Benefit Solutions, Inc.

Full-stack Engineer

• Manage and guide the modernization of legacy products as well as the creation of new products.
• Coordinate with internal as well as external stakeholders to help gather requirements, create user stories, and prioritize development efforts.
• Help to architect systems in a forward-looking, scalable manner.
• Keep an eye on opportunities for process improvement.
• Work with and supervise a small, high-performing development team that handles many products using Agile (Scrum) methodology.
• Mentor junior level team members.

Senior Software Engineer

Manager

• Oversees a team of Participant Advocates (CSRs) to ensure efficiency and high-quality service.
• Provides ongoing and consistent feedback to develop skills and improve performance of team members.
• Accountable for hitting goals and targets by evaluating performance, conducting reviews, handling promotions or disciplinary action.
• Communicates priorities and updates to the team through regular team and individual meetings.
• Takes ownership of customer inquiries, complaints, and feedback to improve service standards.

Participant Service Team Manager

Operations

• Manage the client banking relationship and client banking processes
• Expert understanding online banking systems
• Manage set up of new users, new accounts and administration systems
• Oversee production of daily online transactions (working through banking administrator role)
• Troubleshoot escalated banking discrepancies that need research
• Manage all banking activity controls (operational and security)
• Monitor quarterly analysis fees
• Manage and perform bank and plan account reconciliation process, reconciling the underlying bank account or cash account to the corresponding operational administration system of record.
• Ensure that effective accounting controls and reconciliation processes are in place for all service areas within Navia.
• Develop and monitor financial controls for all banking transactions and approval processes.
• Proactively provide insights to improve operational processes to ensure accurate reconciliation.
• Support SSAE 18 SOC 1 audit by managing banking controls and responding to audit requests.
• Develop and oversee ongoing audit controls to ensure that banking processes are being performed and maintained in a manner that minimizes reconciliation issues.
• Manage the Financial Services/ Custodial Operations Associates, Team Lead, and Offshore support staff, including coaching and development and accountability for day-to-day tasks.

Custodial Operations Manager

Financial Planning and Analysis

• Manage the client banking relationship and client banking processes
• Expert understanding online banking systems
• Manage set up of new users, new accounts and administration systems
• Oversee production of daily online transactions (working through banking administrator role)
• Troubleshoot escalated banking discrepancies that need research
• Manage all banking activity controls (operational and security)
• Monitor quarterly analysis fees
• Manage and perform bank and plan account reconciliation process, reconciling the underlying bank account or cash account to the corresponding operational administration system of record.
• The following service areas require monthly reconciliations of different types: COBRA and Direct Billing administration transactions; Reimbursement (FSA/HSA/Commuter. Etc.) administration transactions; Premium Billing administration transactions; Other miscellaneous bank accounts
• Ensure that effective accounting controls and reconciliation processes are in place for all service areas within Navia.
• Develop and monitor financial controls for all banking transactions and approval processes.
• Proactively provide insights to improve operational processes to ensure accurate reconciliation.
• Support SSAE 18 SOC 1 audit by managing banking controls and responding to audit requests.
• Develop and oversee ongoing audit controls to ensure that banking processes are being performed and maintained in a manner that minimizes reconciliation issues.
• Salesforce case management
• Manage the Financial Services/ Custodial Operations Associates, Team Lead, and Offshore support staff, including coaching and development and accountability for day-to-day tasks.
• Other duties and ad-hoc projects as assigned

Financial Services – Custodial Operations Manager

Data Engineer

• Support data integrations and migrations, EDI with external trading partners, Power BI visualizations, and BI development
• Guide projects to completion by establishing schedules and coordinating tasks required to complete
• Create logical data mappings and documentation, perform QA testing, and assist with development support up to implementation
• Gain solid understanding of business requirements, industry standards and guidelines to ensure compliance (COBRA, retiree benefits, direct bill)
• Maintain EDI standards and implementation guides to document exchange requirements
• Perform set-up of new trading partners, including coordination of optional fields, testing, and verifying EDI HIPAA standards
• Develop and maintain relationships with external trading partners and act as a focal point for transactional data exchanges
• Troubleshoot transactional data exchanges with internal departments and external trading partners
• Identify system problems and recommend solutions to improve processing efficiency and stability
• Interface with business analysts and product owners to turn requirements into specifications for development
• Prototype gathering via T-SQL and/or visualizing data in Excel or PowerBI to clarify customer requirements
• Assist in developing Boomi processes and perform data quality analysis

Data Engineer I

• Leadership and development of a team of trainers and quality assurance staff
• Developing staff, managing internal and external partner relationships, and acting as a subject matter expert for subordinates
• Creating policies/procedures that ensure the achievement of departmental deliverables and performance expectations
• Apply experience and judgment regarding interpretation and application of established policies and procedures related to Navia’s suite of benefit offerings
• Research and present issues of major impact or technical complexity to senior management or refer to appropriate internal experts for resolution
• Coordinate scheduling of new team members and ongoing check-ins on progress
• Coordinate trainings for existing staff & new hires (NDT, HRA, other topics as needed)
• Provide feedback in employee weekly one-one meetings
• Document processes and identify areas for improvement within established processes
• Quality Assurance: check for accuracy and training opportunities
• Ability to multi-task and lead numerous projects concurrently
• Other duties as assigned

Training and Quality Manager

Implementation Specialist

• Lead all assigned clients through the application and introduction of a Navia benefits plan.
• Instruct all assigned clients on the regulatory and operational nature of their benefits.
• Audit the technical setup of customer information in Navia applications prior to the clients go date.
• Ensure all related emails are sent to the client in a timely manner and saved in the appropriate location.
• Ensure all related documents and files are received from the client and follow up weekly until received prior to the go-live date.
• Ensure all tracking is up to date in SalesForce on a daily basis.
• Respond to all client inquiries within 24 hours of receipt.
• Ensure all debit cards are functioning as planned immediately after the go-live date.
• Ensure all participant communications have been sent to participants prior to the go-live date.
• Complete the planning, auditing and migration of data for all assigned clients.

Sales

• Advisor Relationship Development: Establish, grow, and maintain relationships with financial advisors, plan consultants, and other key retirement plan influencers across the country.
• Strategic Growth: Partner with internal leadership to craft and execute a strategic plan for penetrating the retirement plan market and growing Navia’s footprint.
• Sales Execution: Deliver impactful sales presentations and proposals to advisors and plan sponsors. Effectively articulate Navia’s differentiated retirement offerings.
• Market Intelligence: Stay abreast of industry trends, competitor offerings, and regulatory changes to position Navia effectively in the market.
• Cross-Functional Collaboration: Work closely with product, marketing, and operations teams to ensure alignment of sales efforts with overall business objectives.
• Quota Achievement: Consistently achieve and exceed sales targets and growth metrics in a competitive environment.
• Travel: Travel up to 50% to build and maintain advisor relationships, attend industry conferences, and drive regional presence.

Retirement Sales Director

Customer Support

• Support customer questions through phone, email and other forms of service delivery
• Complete 80-100 transactions per day with empathy and compassion
• Educate participants about their IRS regulated benefits
• Consistently hit key performance indicator goals while embodying Navia’s core values: Nurture, Advocate, Visualize, Innovate, Amaze
• Execute a high level of service delivery in interactions both external and internal
• Follow best practices for sensitive HIPAA information
• Stay up to date with communication coming in through multiple channels throughout the day (email, teams chats, teams channels, meetings, in house knowledge base, CRM, etc)
• Follow a strict phone schedule (schedule adherence will be measured)

Customer Service Representative

Client Services Representative

• Thanks for visiting our Career Page; Please review our open positions and apply to the positions that match your qualifications.
• Client Services Trainer is remote, full-time, mid-level; supports onboarding for new employees and teams transitioning from partner TPAs.
• Design, manage, and maintain Navia training materials ensuring alignment with legal requirements and industry best practices.
• Facilitate engaging and effective training sessions to support employee development and service excellence.
• Conduct quality assurance reviews of calls, emails, and other processes assigned to new hires during training.
• Collaborate with leadership to identify training needs and continuously improve onboarding.
• Create, maintain, and enhance training materials, checklists, and structured training plans.
• Pair new hires with tenured employees for additional phone training; train for high-quality service and empathy.
• Adhere to HIPAA; meet KPI goals while embodying Navia core values: Nurture, Advocate, Visualize, Innovate, Amaze.
• Provide weekly performance updates for trainees to Team Managers; complete monthly processing goals.
• Provide training for migrating teams from partner TPAs; support other departments as needed.
• Require remote work with state restrictions; travel to office for required days and mandatory meetings as needed.
• All calls should be by video; maintain security and confidentiality.