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 for employers and employees through its AI-powered benefits platform, HQ.

Responsibilities

• Support complex large accounts as a secondary Account 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
• Develop and present client deliverables such as decks, reports, and financial summaries
• Collaborate cross-functionally with internal operations and external vendors 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 group employer groups
• Willingness to travel to New York for in-person client meetings on occasion