Client Associate – Large Group

This is a fully remote position, open to applicants in California.

📋 Description

• Provide support for Complex Large Accounts as a Secondary CM: Collaborate with Account Executives on extensive, multi-layered employer groups (750–3,000 lives). Engage in strategy formulation, reporting, renewal preparation, vendor coordination, and client deliverables while acquiring advanced consulting techniques in real time.

• Independently Manage a Book of Business: Act as the primary daily contact for a portfolio of smaller large-group clients (100–200 lives). Oversee plan-year servicing, address client inquiries, liaise with carriers and vendors, and cultivate strong, trust-based relationships.

• Perform Core Benefits Analyst Duties: Manage the tactical and analytical foundation of client servicing, including:

• - Analyzing and spreading financials for renewals

• - Supporting carrier marketing and quoting

• - Conducting reporting and data analysis

• - Maintaining and configuring benefits administration systems

• - Providing eligibility and billing support

• - Coordinating with vendors and handling day-to-day servicing tasks

• Lead the Preparation for Renewal & Open Enrollment: Create renewal and open enrollment presentations, generate employee education materials, assist with budget modeling, and ensure that all timelines are adhered to across stakeholders.

• Develop and Deliver Client Outputs: Create presentations, reports, and financial summaries, confidently presenting to HR teams and client leadership for straightforward groups, while assisting senior colleagues with more complex presentations.

• Enhance Client Experience: Work collaboratively across internal operations, member support, and external vendor partners to guarantee smooth execution and an elevated client experience throughout the year.

⛳️ Requirements

• At least 5+ years of recent experience in employee benefits on the brokerage or consulting side, managing multiple employer clients simultaneously.

• An active Health Insurance License is required.

• Proven, hands-on experience supporting employer groups through renewals, carrier marketing, and open enrollment cycles within a brokerage setting.

• Demonstrated proficiency in executing Benefits Analyst / Account Management responsibilities, including financial analysis, quoting, reporting, and carrier negotiations.

• Direct experience working within or alongside benefits administration systems in a client service capacity.

• Strong skills in Excel and PowerPoint / Google Slides with the capability to independently create financial analyses and client-ready presentations.

• Excellent written and verbal communication skills, with the ability to lead client calls and present renewal materials for straightforward groups.

• Experience in managing multiple client timelines, deliverables, and carrier/vendor relationships simultaneously.

• Professional demeanor, consultative approach, and a clear ambition to progress into broader client ownership and strategic advisory roles.

🏝️ Benefits

• Medical insurance, including a $0 premium HDHP plan for individuals.

• Dental coverage.

• Vision insurance.

• Access to Telehealth and Virtual Primary Care Visits.

• OneMedical membership.

• Wellhub access.

• $50 monthly benefit to enhance your mental or physical health.

• Stock options.

• 401(k) with a $2,000 match.

• Flexible Spending Account (FSA).

• Health Savings Account (HSA).

• Access to Origin Financial.

• Flexible PTO.

• 12 weeks of paid parental leave, including 2 weeks of transition time.

• $50 monthly reimbursement for connectivity expenses.

• Company-paid short-term disability.

• Company-paid long-term disability.

• Company-paid life insurance.

• Additional voluntary benefits such as supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.