Client Services Associate

Navia Benefit Solutions, Inc.; United States; Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Competitive Salary Range: $20-$25/Hr.

Company sponsored wellness benefits

Complimentary Life Insurance and Long‑

Paidtime off

6 Paid Holidays & 2 Paid Floating

Job summary

Navia Benefit Solutions, Inc. is seeking a Client Services Associate to provide professional support, education, and customer service to clients and brokers while collaborating with Account/Team Managers and internal departments.

You will handle inquiries, process plan updates, and assist with renewals, forms, and rate discussions. Strong MS Office skills, written communication, and teamwork are essential, with hybrid schedule options available.

Qualifications

• Excellent written communications skills.
• Ability to adhere to a work schedule and attend meetings on time.
• Organizational and time management skills.
• Problem solving and critical thinking.

Responsibilities

• 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 Navia team members.
• 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 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 and discuss rate changes with clients and brokers.

Skills

Written communication

Time management

Organizational skills

Problem solving

Teamwork

Attendance

Flexibility

Tools

Microsoft Word

Microsoft Teams

Excel

Outlook

PDF programs

Job description

We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.

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About the Role:

As a Client Services associate you will represent Navia in a professional manner and provide support, education, and general customer service to clients and brokers. You will work in a team environment servicing clients as well as collaborating with Account/Team Managers and internal departments to assist in day-to-day administrative tasks. ________________________________________

What You’ll Do:

• 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.

Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.

Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA

Why Join Navia?

• Impact: Play a pivotal role in supporting employers and employees nationwide.
• Growth: Advance your skills with a team committed to excellence and innovation.
• Culture: Join a company that values collaboration, innovation, and customer-first solutions.

Perks and Benefits:

• Competitive Salary Range: $20-$25/Hr.
• Company sponsored wellness benefits
• Complimentary Life Insurance and Long-Term Disability Insurance
• Paidtime off
• 6 Paid Holidays & 2 Paid Floating Holidays
• Work from home and hybrid schedules available!

Requirements

What We’re Looking For:

• Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs.
• 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.