Navia Benefit Solutions, Inc.

Client Services Trainer

Navia Benefit Solutions, Inc.

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, California, Colorado, Florida, Illinois, Kansas, Montana

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Salary

💰 $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.