Client Associate

About the Company

Nava is on a mission to fix healthcare. Fusing deep benefits expertise with cutting-edge technology, Nava delivers a modern, transparent, and affordable healthcare experience through its AI-powered benefits platform, HQ.

Responsibilities

• Support complex large accounts as a secondary Client Manager, contributing to strategy, reporting, and renewal preparation
• Independently manage a portfolio of smaller large-group clients (100–200 lives) as the primary contact
• Execute core benefits analyst tasks including financial spreading, carrier marketing, quoting, and data analysis
• Maintain and configure benefits administration systems
• Lead renewal and open enrollment preparation, including building presentations and employee education materials
• Coordinate with carriers, vendors, and internal operations to ensure a seamless client experience

Requirements

• 5+ years of recent employee benefits experience on the brokerage or consulting side
• Active Health Insurance License
• Hands-on experience with renewals, carrier marketing, and open enrollment cycles
• Proficiency in financial spreading, quoting, reporting, and carrier negotiations
• Experience working with benefits administration systems
• Strong Excel and PowerPoint/Google Slides skills
• Excellent written and verbal communication skills for client presentations
• Ability to manage multiple client timelines and vendor relationships concurrently

Preferred Qualifications

• Experience with large employer groups (750–3,000 lives)
• California-based or willing to travel to California for in-person client meetings