Analyst – Institutional Client Services
TD
Client Services Trainer
Navia Benefit Solutions, Inc.
full-time
Posted on:
Location: Arizona, California, Colorado, Florida, Illinois, Kansas, Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $85,000 per year
Job Level
Junior
About the role
- 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.
Requirements
- 1 year of Navia or partner TPA CDH experience; COBRA a plus.
- Strong oral and written communication skills.
- Exceptional Presentation skills and genuinely enjoys helping people succeed.
- Self-motivated/Able to work independently.
- Must have excellent follow-through and organizational skills.
- High attention to detail.
- Able to communicate IRS benefits conversationally in laymen terms.
