Client Services Associate
Navia Benefit Solutions, Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • California • United States
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Salary
💰 $55,000 - $65,000 per year
About the role
- Act as the primary owner of day‑to‑day client relationships.
- Develop a deep understanding of each client’s business needs, requirements, and benefit strategy.
- Manage client expectations through proactive, transparent communication.
- Simultaneously manage a diverse portfolio of clients varying in size, scope, and services.
- Represent Navia at client benefit fairs to educate participants on plan features and benefits.
- Ensure completion and documentation of all items on each client’s service schedule.
- Provide timely project updates, deliverables, timelines, and issue‑resolution details.
- Escalate complex client issues to appropriate internal team members.
- Support client invoicing by reviewing work‑in‑progress reports and associate time/billing entries.
- Manage annual benefits open enrollment processes for assigned clients.
- Lead implementation of new clients and services onto Navia’s platforms.
- Manage the creation, review, and negotiation of service agreements and renewals.
- Document and manage client change orders and new work processes.
- Educate and train clients on system usage; lead system demos and webinars.
- Provide guidance on plan design, system functionality, and compliance considerations.
- Train internal associates on client benefit plans, systems, and processes.
- Identify and implement process improvements to ensure efficient service delivery.
- Ensure all client documentation is current in internal systems.
Requirements
- 3–5 years of benefits administration or employee benefits industry experience (10 years preferred)
- 3–5 years of direct Client Management experience
- Proficiency with benefits systems and/or HRIS
- Experience using project management tools
- Strong proficiency with Microsoft Office (Word, Excel, PowerPoint)
- Ability to manage multiple clients, projects, and deliverables simultaneously
Benefits
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefits administrationclient managementproject managementHRISMicrosoft Officeprocess improvementsservice agreementscompliance considerationssystem functionalityclient invoicing
Soft Skills
communicationrelationship managementproblem-solvingorganizational skillstrainingnegotiationtime managementproactive approachtransparencyleadership