Client Services Representative

• Review and analyze documents, claim forms, supporting materials, and contract-related information
• Respond to complex inquiries from customers and clients
• Follow standard protocols, procedures, and instructions from Project Managers and Supervisors
• Apply feedback quickly and accurately to meet project expectations
• Work collaboratively with internal teams, project managers, supervisors, and business partners
• Monitor claims and correspondence work to ensure procedures are followed and project goals are met
• Assist supervisors and project managers in resolving issues that arise
• Identify errors, monitor the overall health of the case, and help create solutions
• Support quality assurance, deadlines, deliverables, and client-focused project outcomes

Client Services Project Lawyer

• As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work closely will specialized operational groups to implement plan provisions, problem solve issues, and deliver outstanding service.
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to perform to standards and performance guarantees.
• Raise and participate in the resolution of service issues appropriately within the organization.
• Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management.
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates.

Manager, Client Service Operations

• Main operational contact for benefits administrators, collaborate with service team and partners to deliver contractual commitments
• Partner with Managing Directors and Product Management to implement new products, services, and features
• Work with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans
• Manage plan administration to perform to standards and performance guarantees
• Raise and participate in the resolution of service issues (e.g., participant, reputational, risk/compliance related)
• Utilize knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates

• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests.
• Check status and ensure progress towards request closure and client satisfaction.
• Review carrier performance, as well as, an assigned client’s satisfaction with carrier performance.
• Interdepartmental Communication at all levels both internally & externally for process improvements & client requests.
• Conduct monthly client reviews.
• Review company tools and services available to assigned clients.
• The document which tools are being utilized, the client’s satisfaction with the tools and demonstrate newer tools that the client may not be utilizing, where applicable.
• Attempt to engage the client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting the client's use of Transportation Insight’s products/services for marketing and retention purposes.
• Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service).
• Provide training and direction to Logistics Analyst personnel

Account Manager, Client Services

• Oversees a team of Client Service Managers to ensure efficiency and high-quality service, including hiring, training, and supervising team members to create high performing teams.
• Provides ongoing and consistent feedback to develop skills and improve performance, including Quality Assurance processes and regular coaching sessions to improve Client Satisfaction.
• Handles client inquiries, complaints, and feedback to improve service standards, acting as a point of escalation for clients/brokers and internal Navia teams.
• Proactively maintains close relationships with clients and brokers, educating them on opportunities to further develop the partnership to address client challenges.
• Accountable for hitting goals and targets by evaluating performance, conducting reviews, handling promotions or disciplinary action.
• Reports team performance and action plans to improve based on gaps identified in data analysis.
• Communicates priorities and updates to the team through regular team and individual meetings, acting as a change champion for the department.
• Reports technical issues, identifies opportunities for process improvements, and contributes ideas for enhancing efficiency and effectiveness.
• Documents enhancements to processes to ensure scalability.
• Collaborate with partners cross-functionally to ensure a seamless and cohesive experience for clients.
• Ensures adherence to industry regulations and company policies, including audit plan setups, payroll deduction reporting, change in status, eligibility and renewals as needed.

Client Services – Team Manager

• 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.

Client Services Manager

• Building relationships with our clients to better understand their unique needs and concerns
• Responding to customer inquiries in a professional, accurate, and in a timely fashion
• Responding to customer inquiries via Outlook, Salesforce, or phone
• Navigating quickly between multiple databases quickly and accurately
• Fulfilling requests and answering questions for internal and external customers
• Review and process of legal documents
• Research and analysis of legal documents

Associate Client Service Representative

• 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.

Client Services Associate

• Deliver exceptional assistance to our customers
• Support users of the Fidelity Private Shares (FPS) platform through inbound support tickets, self-help library, and educational materials
• Engage with customers to resolve issues that come through as support tickets
• Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems
• Craft well written, tailored communications to help customers resolve their issues
• Serve as a trusted advisor with an open, caring and approachable style
• Manage multiple competing priorities to achieve results for every customer
• Collaborate with cross-functional teams to identify and implement product and process improvements

Client Service Manager

• Client Support: Respond promptly and accurately to client inquiries via multiple communication channels such as chat, telephone, and email. Help customers manage a portfolio of domain names and digital assets to help protect and secure our clients' global internet brands.
• Client Relationships: Build and maintain client relationships by understanding the unique needs of each client.
• Issue Resolution: Troubleshoot and resolve customer order requests and enquiries related to domain names, DNS, digital certificates, digital brand management, billing inquiries, and technical problems. Ensure timely and efficient resolutions to maintain customer satisfaction.
• Escalation Management: Identify and escalate unresolved or complex issues to the appropriate teams, ensuring follow-up and resolution in a timely manner.
• Product Knowledge: Be a trusted partner for your clients by developing and maintaining and in-depth understanding of our services, and to communicate industry changes. and new product offerings.
• Team Collaboration: Assist other teams within DBS with client brand launches and projects, problem-solving, and troubleshooting as needed.
• Performance: Understand and strive to meet or exceed metrics that are designed to help us achieve our industry leading client service support as evidenced by our world-class Net Promoter Score (NPS) results.

Technical Client Service Representative

• Advise clients on plan design best practices and compliance strategies.
• Lead the process of designing the client plan to optimize the balance of client objectives, participant needs, and regulatory risks.
• Provide scenario modeling and plan analysis to clients on potential plan design changes, funding options, and other analytical requests.
• Provide consulting on plan failures, ensuring corrective actions align with regulatory requirements.
• Maintain strong relationships with clients, advisors, and third-party vendors to ensure seamless plan administration.
• Serve as the primary contact for escalated or plan-level issues, ensuring timely resolution.
• Conduct regular client/advisor meetings to review plan performance and recommend improvements.
• Lead discussions on regulatory updates, ensuring clients remain compliant and informed.
• Own client contracting, billing, benchmarking, and fee adjustments as needed.
• Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth transitions.

Client Services Manager – Retirement

• Responsible for the management and support of a team of Strategic Account Managers and Account Managers
• Deliver client retention and growth
• Drive team engagement through development and support
• Ensure efficient cost to serve through ongoing continuous improvement
• Career development of the team including Individual Development Plans, Succession Planning, and overall HR support.
• Manage account team to oversee projects and customer relationships with existing accounts
• Cultivate internal cross-functional relationships with members of other departments and locations
• Assist the team with the facilitation of programs and communications to gather requirements from customers
• Manage against annual operating budgets to include organic growth and retention targets
• Develop and implement procedures and processes pertinent to the effective and efficient operations of the Client Services department
• Maintain direct communication with key customer relationships to ensure adherence to commitments
• Effectively coach teams to achieve high performance and drive employee engagement and retention.
• Provide feedback and identify resolutions for service failures or customer concerns.
• Review and audit monthly reports in order to understand and communicate results.
• Recommend new strategies to enhance client retention and organic growth.

• A successful Client Services Trainer will be professional, positive, empathetic, knowledgeable, and passionate about developing exceptional employees.
• This role is responsible for delivering both classroom-style and hands-on service training for new hires, gap training as needed, and supporting the onboarding process for new employees and teams transitioning from partner TPAs.
• Designing, managing, and maintaining all Navia training materials, ensuring alignment with legal requirements and industry best practices.
• Facilitating engaging and effective training sessions that support employee development and service excellence.
• Conducting quality assurance reviews of phone calls, emails, and other processes assigned to new hires during training.
• Collaborating with leadership to identify training needs and continuously improve the onboarding experience.

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