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Client Services Associate jobs in United States
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Navia Benefit Solutions, Inc. · 1 day ago

Client Services Associate

Navia Benefit Solutions is a people-first benefit administrator dedicated to enhancing participant and client experiences. The Client Services Associate will provide support, education, and customer service to clients and brokers while collaborating with internal teams to manage administrative tasks.
ComplianceCustomer ServiceHuman Resources
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Growth Opportunities

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 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

Qualification

Customer service skillsMicrosoft Office SuiteOrganizational skillsProblem solving skillsWritten communication skillsTeamworkAdaptabilityTime managementSelf-motivation

Required

Computer skills, including knowledge of Microsoft Word, Teams, Excel, Outlook, and PDF programs
Excellent customer service skills
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

Preferred

Experience with employer benefits

Benefits

Generous health benefits
Company sponsored wellness benefits
Complimentary Life Insurance and Long-Term Disability Insurance
Paid time off
6 Paid Holidays & 2 Paid Floating Holidays
Work from home and hybrid schedules available!

Company

Navia Benefit Solutions, Inc.

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Navia is a national, Health and Wealth benefits provider serving 10,000+ clients across all 50 states.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TA Associates
2021-01-01Private Equity

Leadership Team

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Hilarie Aitken
Founder, Chief Executive Officer, and Partner
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Stefan Knipp
Chief Growth Officer
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Company data provided by crunchbase