Client Manager – Senior Client Manager

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

📋 Description

• Oversee a portfolio of large group employer clients in New York (100–2000 lives), acting as their trusted advisor and proactively responding to their needs throughout the plan year.

• Spearhead the execution of the annual service plan, which includes renewals, open enrollment, compliance assistance, vendor deployment, and member education.

• Create innovative, consultative benefit solutions informed by extensive knowledge of the New York market, alternative funding arrangements, carriers, and products.

• Prepare and present materials such as renewal presentations, financial reports, budget reviews, and educational sessions for clients and members.

• Work in collaboration with internal teams and vendor partners to enhance day-to-day servicing, ensure exceptional delivery, and bolster Nava’s client success capabilities.

• Cultivate executive-level relationships with client leaders and transform clients into advocates by consistently providing unique benefit solutions.

⛳️ Requirements

• Bachelor's Degree in a business-related discipline and/or equivalent educational background.

• 7-15 years of experience in employee benefits within a brokerage setting.

• A minimum of 5+ years of recent experience in independently managing accounts with limited guidance or AE/Consultant support.

• Recent experience supporting large employer groups in New York (100-2,000 lives).

• In-depth knowledge of large group plans and related products.

• Strong understanding of financial arrangements and health products, including fully insured, level & self-funded, and captives.

• Health Insurance License is mandatory.

• Proficient in Excel, PowerPoint, Google Suite, and possess strong written and communication skills.

• Comfortable with public speaking, including presenting renewal information, financial updates, and conducting open enrollment meetings and webinar recordings.

🏝️ Benefits

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

• Dental coverage.

• Vision insurance.

• Access to Telehealth and Virtual Primary Care Visits.

• OneMedical membership.

• Wellhub services.

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

• Stock options.

• 401(k) plan with a $2,000 match.

• Flexible Spending Account (FSA).

• Health Savings Account (HSA).

• $50 monthly reimbursement for connectivity costs.

• Company-paid short-term disability insurance.

• Long-term disability coverage.

• Life insurance options.

• Additional voluntary benefits including 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).