Client Services Associate

Posted 2 Days Ago
Be an Early Applicant
Moraine, OH, USA
In-Office
20-27 Hourly
Entry level
HR Tech
The Role
The Client Services Associate will provide support and education to clients and brokers, handle inquiries, and assist with administrative tasks related to employee benefits, ensuring excellent customer service.
Summary Generated by Built In

About Navia Benefit Solutions:
We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.
About the Role:
As a Client Services associate you will represent Navia in a professional manner and provide support, education, and general customer service to clients and brokers. You will work in a team environment servicing clients as well as collaborating with Account/Team Managers and internal departments to assist in day-to-day administrative tasks.
What You’ll Do:
  • 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.
What We’re Looking For:
  • Skills:
    • 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.
Bonus Points For:
  • Experience with employer benefits
Work Environment:
Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.
Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA
Why Join Navia?
  • Impact: Play a pivotal role in supporting employers and employees nationwide.
  • Growth: Advance your skills with a team committed to excellence and innovation.
  • Culture: Join a company that values collaboration, innovation, and customer-first solutions.
Perks and Benefits:
  • Competitive Salary Range: $20-$27/Hr.
  • 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!
Ready to Join Us?
Take the first step toward your new career in creating better lives —apply now!
For any questions or to check on your application, reach out to [email protected].
 

Skills Required

  • Excellent customer service skills
  • Computer skills with Microsoft Office and PDF programs
  • Excellent written communications skills
  • Good organizational and time management skills
  • Problem solving and critical thinking skills
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The Company
HQ: Renton, Washington
256 Employees
Year Founded: 1989

What We Do

Navia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology. Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more.

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