Small Group Client Manager

Responsibilities:

• Own the outcome of your book of business by managing a portfolio of New York small group employer clients, serving as their trusted advisor and proactively addressing needs.
• Create and present client deliverables such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members.
• Enhance client experience by collaborating with internal teams and vendor partners to streamline day-to-day servicing and ensure exceptional delivery.

Qualifications:

• 5-10 years of employee benefits experience with a brokerage, including a minimum of 5+ years independently managing accounts with minimal guidance.
• Recent experience supporting New York small employer groups (50-100 lives) with strong knowledge of small group plans, products, and financial arrangements.
• New York Health Insurance License required, along with strong Excel, PowerPoint, Google suite, written, and communication skills, and comfort with public speaking.

Opportunity:

• A rare chance to transform the employee benefits experience and be part of fixing healthcare with a mission-driven, high-growth company.
• The opportunity to make a direct, visible impact on Nava’s client service model, with your work felt by both clients and internal teams.
• A front-row seat to industry innovation, with access to Nava’s AI-powered benefits platform, giving you the tools to do the best work of your career.