Client Services Associate

Navia Benefit Solutions, Inc.

. Support employer group clients and brokers by researching and answering inquiries via email and phone.

Posted 5/7/2026full-timeArizona, California, Colorado, Florida, Illinois, Kansas, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $27 per hourWebsite

About the role

Key responsibilities & impact

Support employer group clients and brokers by researching and answering inquiries via email and phone.
Process updates to plan participants and benefits at the request of employer group clients, brokers, and senior members of the internal Navia team.
Plan and attend meetings/calls with clients and brokers as needed, including regular recurring meetings.
Assist with resolving escalated client and broker issues with direction and support from a senior team member.
Understand and facilitate all aspects of the annual plan renewal process.
Assist in creating new plan year forms and documents, complete renewal related tasks and tracking, and discuss rate changes with clients and brokers.
Understand other Navia internal departments’ functions and processes at a high level and work with those departments to resolve client questions/issues as needed.
Understand the file import process and the various types of files that clients send.
Interpret Navia’s file specs and troubleshoot file issues.
Audit client plans as needed.
Assist with projects and tasks for team and department as necessary.
Contribute to ongoing team analysis of procedures, aiming to streamline and automate processes and build efficiency.
Meet department and team performance expectations.

Requirements

What you’ll need

Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs.
Excellent customer service skills.
Excellent written communications skills.
Ability to adhere to a work schedule following standard business hours and can maintain regular, on-time attendance, including attendance of meetings and scheduled phone shift.
Positive work attitude and adaptability.
Organizational and time management skills.
Problem solving and critical thinking skills.
Independent/self-motivated and can also work well in a team environment.
Willingness to work outside scheduled work hours as needed, especially during our busy season.
Experience with employer benefits (Bonus Points For)

Benefits

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

file import processfile troubleshootingplan renewal processauditing client plans

Soft Skills

customer servicewritten communicationorganizational skillstime managementproblem solvingcritical thinkingindependenceteamworkadaptabilitypositive attitude