Client Associate – Large Group

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

📋 Description

• Assist Complex Large Accounts as a Secondary CM: Collaborate with Account Executives on extensive, multi-faceted employer groups (750–3,000 lives). Engage in strategy formulation, reporting, renewal preparation, vendor coordination, and client deliverables while gaining insights into advanced consulting methodologies in real-time.

• Manage a Book of Business Independently: Act as the main point of 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 foster robust, trust-based relationships.

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

• - Analyzing financials for renewals

• - Supporting carrier marketing and quoting

• - Conducting reporting and data analysis

• - Maintaining and configuring ben-admin systems

• - Providing eligibility and billing assistance

• - Coordinating vendors and managing daily servicing tasks

• Lead Renewal & Open Enrollment Preparation: Create renewal and open enrollment presentations, develop employee education materials, assist in budget modeling, and ensure adherence to timelines across all stakeholders.

• Develop and Present Client Deliverables: Create presentations, reports, and financial summaries, confidently presenting to HR teams and client leadership for straightforward groups while supporting senior teammates on more complex presentations.

• Enhance Client Experience: Collaborate cross-functionally with internal operations, member support, and external vendor partners to ensure smooth execution and an elevated client experience throughout the year.

⛳️ Requirements

• A minimum of 5+ years of recent employee benefits experience in brokerage or consulting, supporting multiple employer clients simultaneously.

• An active Health Insurance License is required.

• Proven hands-on experience assisting 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-servicing role.

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

• Confident written and verbal communication abilities, with the capacity to lead client calls and present renewal materials for straightforward groups.

• Experience managing multiple client timelines, deliverables, and relationships with carriers/vendors simultaneously.

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

🏝️ Benefits

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

• Dental coverage.

• Vision insurance.

• Access to Telehealth and Virtual Primary Care Visits.

• Membership with OneMedical.

• Wellhub services.

• $50 monthly benefit aimed at enhancing your mental or physical health.

• Stock options.

• 401(k) plan with a $2,000 match.

• Flexible Spending Account (FSA).

• Health Savings Account (HSA).

• Access to Origin Financial services.

• Flexible Paid Time Off (PTO).

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

• $50 monthly connectivity reimbursement.

• Company-paid short-term disability, long-term disability, and life insurance.

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

• $1,000 stipend for home office setup.

• Access to an Employee Assistance Program (EAP).