Client Manager - California Small Group

Who We Are

Nava is on a mission to #fixhealthcare. Nearly 160M Americans rely on their employers for healthcare — yet the system is broken, bloated, and dominated by incumbents who resist change. Nava fuses deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience.

Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country. We’re the first to combine brokerage know-how with proprietary tech like HQ: our AI-powered benefits platform, designed to help HR teams take control of renewals, simplify strategy, eliminate spreadsheet chaos, and empower employees to navigate their benefits with ease.

In a $50B industry hungry for change, Nava is built to win — lowering costs for employers, delighting employees, and reshaping how healthcare works for millions of Americans.

About This Role & Why It Matters

We’re hiring a Small Group Client Manager / Senior Client Manager to join our West Coast Client Success team and support our California client portfolio. This role is ideal for someone who can roll up their sleeves on the tactical work while also serving as a consultative benefits expert who leads client engagements with strategic insight. We’re specifically looking for experience independently managing California small group employer relationships in the 50–100 life range. This is a fully remote role, with a strong preference for California-based candidates or those with deep expertise in the CA small group market.

What makes this opportunity unique: at Nava, you’ll be on the frontlines supporting our #fixhealthcare mission by helping employers and employees get more value from their benefits. You’ll have the chance to make an outsized impact, while working with industry leading AI-powered tools transforming how HR teams manage renewals and how employees experience their benefits. This is a chance to do the work you love — championing client relationships, guiding members through the benefits journey, and delivering creative strategies — while also helping us dismantle the outdated, antiquated practices that keep this industry stuck in the stone ages. At Nava, you get to be the change that makes benefits smarter, simpler, and actually work for people. Join us! 

What You’ll Do

• Own the Outcome of Your Book of Business: Manage a portfolio of California small group employer clients (50–100 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year.
• Strategic Planning and Execution: Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education.
• Innovate Benefits Strategies: Design creative, consultative benefit solutions based on strong knowledge of the California small group market, funding arrangements, carriers, and products.
• Create and Present Client Deliverables: Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members.
• Enhance Client Experience: Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities.
• Manage and Deepen Relationships: Foster executive-level relationships with client leaders and create “superfan” clients by consistently delivering novel benefit solutions.

What You’ll Bring

We understand that your experience is more than just a list of requirements, so we encourage you to apply even if you don't meet all of the following bullet points.

• Experience: 5–7 years of employee benefits experience at a brokerage, with recent experience independently managing small group employer accounts (50–100 lives).
• California Market Expertise: Proven success supporting small employer groups based in California, with strong knowledge of CA-specific plans, products, and compliance requirements.
• Benefits Knowledge: Strong understanding of financial arrangements and health products, including fully insured and level-funded.
• Client Relationship Management: Demonstrated ability to lead client engagements with strategic insight, act as a consultative advisor, and deliver a best-in-class client experience.
• Analytical and Communication Skills: Strong Excel, PowerPoint, Google Suite, and written communication skills, with confidence presenting renewals, financials, and open enrollment sessions.
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