Navia Benefit Solutions, Inc.

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

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

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.