The Role
The Client Services Manager I manages accounts for mid-size and large clients, enhancing client relationships, overseeing projects, and ensuring effective service delivery in health and welfare benefits administration.
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:
The Health & Welfare Client Service Manager I (CSM I) serves as the overall account manager for mid‑size and large clients across Navia’s Health & Welfare administrative offerings, including eligibility/enrollment, reimbursement accounts (FSA, HSA, Commuter, etc.), COBRA, Direct Bill, and voluntary products. This role builds and maintains long‑term client relationships, provides proactive and consultative service, manages service scope, resolves issues efficiently, and serves as project manager for client initiatives.What You’ll Do:
• Act as the primary owner of day‑to‑day client relationships.
• Develop a deep understanding of each client’s business needs, requirements, and benefit strategy.
• Manage client expectations through proactive, transparent communication.
• Simultaneously manage a diverse portfolio of clients varying in size, scope, and services.
• Represent Navia at client benefit fairs to educate participants on plan features and benefits.
• Ensure completion and documentation of all items on each client’s service schedule.
• Provide timely project updates, deliverables, timelines, and issue‑resolution details.
• Escalate complex client issues to appropriate internal team members.
• Support client invoicing by reviewing work‑in‑progress reports and associate time/billing entries.
• Manage annual benefits open enrollment processes for assigned clients.
• Lead implementation of new clients and services onto Navia’s platforms.
• Manage the creation, review, and negotiation of service agreements and renewals.
• Document and manage client change orders and new work processes.
• Educate and train clients on system usage; lead system demos and webinars.
• Provide guidance on plan design, system functionality, and compliance considerations.
• Train internal associates on client benefit plans, systems, and processes.
• Identify and implement process improvements to ensure efficient service delivery.
• Ensure all client documentation is current in internal systems.What We’re Looking For:
- Experience:
- 3–5 years of benefits administration or employee benefits industry experience (10 years preferred).
- 3–5 years of direct client management experience
- Skills
- Proficiency with benefits systems and/or HRIS.
- Experience using project management tools.
- Strong proficiency with Microsoft Office (Word, Excel, PowerPoint).
- Excellent communication, relationship‑building, and problem‑solving skills.
- Ability to manage multiple clients, projects, and deliverables simultaneously.
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
This role is open for remote candidates.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.
- Competitive Salary Range: $55,000-$65,000
- 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!
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].
Top Skills
Benefits Systems
Excel
Hris
Microsoft Office (Word
Powerpoint)
Project Management Tools
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The Company
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.
