Account Associate Jobs

This position will work in a team environment supporting clients and representing Navia in a

professional, friendly and knowledgeable manner via e-mail, phone conversations, and in-

person. This person must possess a willingness to educate and instruct when working with

clients as well as collaborate with dedicated account manager(s) to assist in day-to-day

administrative tasks for large clients.

Essential Functions

• Answer general inquiries from employer groups via the client support phone line and

the employer services email queue.

• Conduct welcome calls for new clients to introduce them to the administration tools

for the products and services we will be providing them.

• Contact clients regarding plan renewals and new product offerings.

• Support all Navia Account managers.

• Develop a deep understanding of the file import process and the various types of

files that clients send FPS and the roles that they play in active plan administration .

• Create custom reports for employers. Includes gathering and aggregating data.

• Conduct research to answer employer inquiries and needs.

• Attend benefit fairs and/or open enrollment meetings when needed.

• Assist with the client renewal process by creating new plan year forms and

documents for clients at renewal using Word and sending to the client/broker.

• Other duties as assigned.

Requirements

• Strong written and verbal communication skills.

• Comfortable with public speaking.

• Ability to travel to/from client fairs and meetings.

• Basic knowledge of Microsoft Word, Outlook, Excel, and Adobe.

• Ability to work additional hours as needed.

cation skills.