Nava Benefits

• Own the website as a conversion asset, not a maintenance task. Webflow comfort is required; developer skills are not • Run landing page tests and improve conversion paths for paid, organic, and event traffic, using AI tools to accelerate testing hypotheses and analyze results • Partner with our content lead to ensure SEO-driven pages are built to convert, not just rank • Monitor site performance and own the relationship with any web contractors or vendors • Drive pipeline by building and owning the full lifecycle communication system — workflows, nurture programs, and triggered sequences that move prospects forward and keep customers engaged • Grow newsletter engagement and pipeline influence by leveraging AI to personalize content, test what works, and continuously improve performance • Keep segmentation sharp enough that every communication feels relevant to where someone is in their journey • Use AI to spot patterns in engagement data and get ahead of gaps in the funnel before they cost us pipeline • Partner with marketing ops to ensure every workflow is tracked and every lifecycle stage is correctly instrumented • Build and own a structured customer referral program that turns happy customers into an active referral source, distinct from our partner and broker referral channel • Work closely with sales to optimize and execute customer advocacy efforts including reviews and testimonials, using AI to help identify the right customers to approach and the right moment to ask • Develop segmentation and outreach strategies that identify the right customers to activate for referrals and advocacy at the right time • Track and report on customer growth channel performance including referral volume, advocacy asset pipeline, and downstream impact on revenue

• Manage a portfolio of New York small group employer clients (50–100 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year. • Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education. • Design creative, consultative benefit solutions based on strong knowledge of the New York marketplace, alternative funding arrangements, carriers, and products. • Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members. • Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities. • Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions.

• Participate in prospect meetings at all stages of the sales process, from capabilities presentations through finalist meetings • Partner closely with our Producer team to develop tailored solutions and compelling presentation materials • Serve as the consultative voice on benefits strategy, funding options, and program design • Build credibility with HR leaders and C-suite stakeholders through clear, confident, expert communication • Advise prospects and clients on self-funded, level-funded, captive, and reference-based pricing models • Evaluate client risk profiles and funding readiness in partnership with carriers and underwriters • Coordinate marketing, carrier negotiations, and renewal efforts for alternate funded programs • Guide clients through stop-loss renewals, plan design decisions, and mid-year adjustments • Stay current on market trends and emerging funding solutions to bring fresh thinking to client conversations • Deliver monthly financial reports and claims utilization analysis to applicable clients • Identify trends, outliers, and cost drivers in claims data and communicate findings in plain language • Partner with Client Success to ensure financial insights are integrated into broader client strategy • Drive renewal preparation through data-driven recommendations based on plan performance

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 Client Associate - Micro Group to join our Client Success team. This role is designed for a polished, detail-oriented benefits professional who is ready to step beyond pure analyst work and begin owning client relationships, while still partnering closely with Senior Client Managers and Account Executives. This is an ideal next-step role for a Senior Benefits Analyst or junior Account Manager who is hungry for growth and wants the opportunity to both own a book of business and learn alongside seasoned consultants. You’ll play a critical role in supporting Nava's Micro Group book of business consisting of groups 2-50 ee's. At Nava, this role sits at the intersection of technical excellence and relationship management. You’ll sharpen your consulting voice, expand your strategic exposure, and deepen your benefits expertise while directly contributing to our mission to #fixhealthcare. You’ll have access to modern, AI-powered tools that streamline the tactical work and give you more space to focus on what matters most: delivering meaningful outcomes for employers and employees. This is a fully remote role, with a strong preference for California-based candidates or those with extensive California micro group experience. What You’ll Do - Support the Micro Group Client Portfolio: Partner with Account Executives on micro employer groups (2-50 lives). Contribute to strategy, reporting, renewal preparation, vendor coordination, and client deliverables while learning advanced consulting approaches in real time. - Own a Book of Business Independently: Serve as the primary day-to-day contact for a portfolio of micro group clients (2-50 lives). Manage plan-year servicing, respond to client inquiries, coordinate with carriers and vendors, and build strong, trust-based relationships. - Execute Core Benefits Analyst Responsibilities: Handle the tactical and analytical foundation of client servicing, including: - Spreading and analyzing financials for renewals - Carrier marketing and quoting support - Reporting and data analysis - Maintaining and configuring ben-admin systems - Eligibility and billing support - Vendor coordination and day-to-day servicing tasks - Lead Renewal & Open Enrollment Preparation: Build renewal and open enrollment presentations, develop employee education materials, support budget modeling, and ensure timelines are met across all stakeholders. - Create and Present Client Deliverables: Develop decks, reports, and financial summaries and confidently present to HR teams and client leadership for straightforward groups, while supporting senior teammates on more complex presentations. - Strengthen Client Experience: Collaborate cross-functionally with internal operations, member support, and external vendor partners to ensure seamless execution and an elevated client experience throughout the year. What You’ll Bring We recognize experience can come in many forms, but recent, hands-on brokerage experience is a non-negotiable requirement for this role. If most of the below resonates with you, we encourage you to apply. - Minimum 5+ years of recent employee benefits experience on the brokerage side supporting a high volume of micro group (2-50 ee's) employer clients simultaneously - Active Health Insurance License required - Demonstrated, hands-on experience supporting employer groups through renewals, carrier marketing, and open enrollment cycles within a brokerage environment - Proven proficiency executing Benefits Analyst / Account Management responsibilities including financial spreading, quoting, reporting, and carrier negotiations - Direct experience working inside or alongside benefits administration systems in a client-servicing capacity - Strong Excel and PowerPoint / Google Slides skills with the ability to independently build financial analyses and client-ready presentations - Confident written and verbal communication skills, with the ability to lead client calls and present renewal materials for straightforward groups - Experience managing multiple client timelines, deliverables, and carrier/vendor relationships concurrently - Professional polish, consultative mindset, and clear desire to grow into broader client ownership and strategic advisory work What You’ll Get - A clear and supported path from analyst-level execution to full client management ownership - The opportunity to work with industry-leading, AI-powered benefits technology that reduces manual work and increases strategic impact - A collaborative, mission-driven team that values ambition, curiosity, and continuous development - The chance to play a meaningful role in transforming how benefits are delivered and experienced, while building a long-term career in employee benefits consulting This is more than a stepping-stone role. It’s a launchpad for benefits professionals ready to stretch, own outcomes, and grow into the next generation of client leaders. Working at Nava As a remote-first company, Nava is committed to building a dynamic and inclusive culture where you have the autonomy to thrive. You’ll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize healthcare. Please note: The benefits below apply to full-time (W2) employees and are not included for contractor roles. Benefits - Health & Wellness: Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health. - Financial Support: Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial. - Work-Life: Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage. - Professional Support: $1,000 home office setup stipend and access to an Employee Assistance Program (EAP) Candidates from all backgrounds are encouraged to apply. We believe that solving America's healthcare problem requires leveraging America's greatest strength: our diversity. Healthcare affects everyone – and a team that includes people from all backgrounds and walks of life will be more effective at driving change than a homogeneous one. We are excited to build that kind of team at Nava.

• Act as a subject matter expert on self-funded, level-funded, and captive strategies across mid-market and large employer groups (100–5,000 EEs) • Advise internal teams on funding structure decisions, risk tolerance, and financial tradeoffs • Develop and refine Nava’s philosophy, frameworks, and playbooks for alternative funding recommendations • Provide authoritative guidance on rate setting, trend assumptions, and funding structures • Stress-test assumptions and clearly document methodology to ensure transparency, defensibility, and scalability • Interpret carrier and stop-loss underwriting outputs with an informed, critical lens • Build and maintain sophisticated financial models in Excel and Google Sheets to support: Self-funded feasibility studies; Stop-loss deductible and attachment point strategies; Best, expected, and worst-case cost scenarios; Multi-scenario renewal modeling • Partner closely with Client Managers on complex renewals, serving as a strategic financial partner rather than solely an analytical resource • Support Solutions Consultants on RFPs and prospect opportunities where alternative funding may be appropriate • Review and compare stop-loss quotes and contract terms, identifying financial and contractual risks including lasers, exclusions, and contract basis • Translate complex data into clear financial insights and recommendations • Contribute directly to client-facing strategy discussions when appropriate as a technical and financial authority • Help shape the financial story behind renewal and funding recommendations, not just the underlying numbers • Build and evolve modeling tools, templates, and internal best practices • Identify opportunities to standardize and scale analytical and underwriting approaches across the organization • Serve as a resource and mentor to Client Managers and Consultants seeking deeper financial understanding.

• Lead and Coach the SDR Team • Drive Top-of-Funnel Performance • Optimize the SDR Tech Stack • Evolve Account Distribution Strategy • Partner with Sales on Pipeline Quality • Partner with Marketing on Inbound/Outbound Alignment • Build SDR Career Paths • Manage Performance Decisively

• Provide surge capacity and project support to help our team deliver exceptional client service • Build and maintain renewal workbooks, including spreadsheeting, data validation, and rate modeling • Support benchmarking, plan design analysis, and other financial and strategic projects • Draft benefit communications and compliance-related documentation (e.g., ERISA Wraps, SPDs, SBCs) • Prepare open enrollment materials, employee communications, and benefit overviews • Support eligibility and benefits administration workflows across systems such as UKG, Employee Navigator, Gusto, Rippling, Paylocity, and ADP • Execute core eligibility tasks including processing enrollments and terminations, troubleshooting system errors, ordering ID cards, and managing OE changes • Assist with audits, census builds, data gathering, and maintaining accuracy across ben admin systems • Prepare snapshots, legal notices, and other recurring client deliverables • Conduct peer reviews and quality checks to ensure accuracy and consistency across deliverables • Support ad hoc benefits projects across the team as needed

• Work with product, engineering, and design to identify customer and team pain points and build generative AI solutions using software engineering best practices • Work across the full stack - frontend, backend, and infrastructure - integrating AI capabilities directly into applications • Build intelligent search and retrieval systems that help users find relevant information quickly • Design effective interactions with foundation models (GPT-4, Claude, Gemini) to achieve reliable behaviors • Ship AI-powered features with the same reliability and performance standards as any other application components

• Manage a portfolio of California large group employer clients (100–2000 lives) • Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education • Design creative, consultative benefit solutions based on strong knowledge of the California marketplace, alternative funding arrangements, carriers, and products • Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members • Collaborate with internal teams and vendor partners to streamline day-to-day servicing and ensure exceptional delivery • Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions

• Own design for a core product area from discovery through delivery. • Design AI-first experiences that feel intuitive, human, and powerful. • Partner with PMs, engineers, and benefits experts to simplify complex healthcare problems. • Translate research into flows, interfaces, and patterns that scale across web + mobile. • Advance our design system with coherent, aesthetic, and usable patterns. • Leverage AI tools to accelerate research, exploration, iteration, and production. • Contribute to a culture of user advocacy, thoughtful craft, and continuous improvement.