Role Description The job profile for this position is Client Account Support Lead Analyst, which is a Band 3 Senior Contributor Career Track Role. Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. CLINICAL CLIENT LIAISON Help clients, brokers, and members navigate complex clinical needs with clarity and confidence. As a Clinical Client Liaison, you’ll partner with the Allegiance Care Management (ACM) teams and client stakeholders to turn clinical insight into actionable updates, coordinated support, and better member outcomes. You’ll educate clients on program resources, support implementations and ongoing meetings, and help ensure members receive coordinated care—especially when complex case management needs are identified. Responsibilities - Serve as the primary clinical liaison between the management teams and assigned clients to support a consistent, high-quality experience. - Deliver clear, timely clinical reporting (including high-level member summaries) to support client decision-making and stop-loss needs. - Plan and facilitate client-specific clinical grand rounds and other meetings to align stakeholders on priorities and next steps. - Review clinical updates before submission to ensure accuracy, completeness, and on-time delivery. - Identify client-specific needs and trends, document findings, and escalate risks or concerns through appropriate channels. - Educate clients and brokers on the Allegiance Care Management programs and benefits so they understand how resources support member care. - Support client implementations by sharing Allegiance Care Management resources, setting expectations, and connecting internal teams to needed information. - Support transitions of care for members joining Allegiance Benefit Plan Management plans with complex needs by coordinating case management engagement and utilization management support when needed. - Coordinate services based on member needs and client requests, responding to emails and calls within expected timeframes. - Maintain expertise across Allegiance Care Management programs and proactively share guidance that helps internal and external partners navigate complex scenarios. - Escalate quality-of-care concerns or complex clinical questions to the Medical Director as appropriate. - Teach internal and external stakeholders how Allegiance Care Management supports members through proactive case management services. - Share client and implementation insights with the right internal teams to ensure smooth execution and consistent communication. - Contribute to team improvement by sharing workflow feedback and supporting quality and process efforts. - Participate in established Quality Assurance (QA) and clinical oversight processes, including peer review and periodic random file review by supervisory leadership, to ensure accuracy, consistency, and compliance with ACM standards and regulatory requirements. - Travel as needed to provide onsite client support. Qualifications - Active, unrestricted RN license in the state of primary residence. - Minimum 2 years of clinical nursing experience. - Strong organization and follow-through; able to manage multiple priorities with attention to detail. - Strong written and verbal communication skills with internal and external stakeholders, including clinicians and clients. - Comfort using computer systems and phone-based outreach to gather, research, and document clinical information. Requirements - Experience in case management, care coordination, or utilization management. - Experience supporting client meetings, implementations, or presenting clinical information to non-clinical audiences. - Familiarity with health plan products, stop-loss reporting, or employer group/account management partnerships. - If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. Benefits - Anticipated annual salary of 66,100 - 110,100 USD / yearly, depending on relevant factors, including experience and geographic location. - Eligible to participate in an annual bonus plan. - Comprehensive range of benefits, with a focus on supporting your whole health. - Health-related benefits including medical, vision, dental, and well-being and behavioral health programs starting on day one of employment. - 401(k), company paid life insurance, tuition reimbursement. - A minimum of 18 days of paid time off per year and paid holidays.

Role Description Help clients, brokers, and members navigate complex clinical needs with clarity and confidence. As a Clinical Client Liaison, you’ll partner with the Allegiance Care Management (ACM) teams and client stakeholders to turn clinical insight into actionable updates, coordinated support, and better member outcomes. You’ll educate clients on program resources, support implementations and ongoing meetings, and help ensure members receive coordinated care—especially when complex case management needs are identified. Responsibilities - Serve as the primary clinical liaison between the management teams and assigned clients to support a consistent, high-quality experience. - Deliver clear, timely clinical reporting (including high-level member summaries) to support client decision-making and stop-loss needs. - Plan and facilitate client-specific clinical grand rounds and other meetings to align stakeholders on priorities and next steps. - Review clinical updates before submission to ensure accuracy, completeness, and on-time delivery. - Identify client-specific needs and trends, document findings, and escalate risks or concerns through appropriate channels. - Educate clients and brokers on the Allegiance Care Management programs and benefits so they understand how resources support member care. - Support client implementations by sharing Allegiance Care Management resources, setting expectations, and connecting internal teams to needed information. - Support transitions of care for members joining Allegiance Benefit Plan Management plans with complex needs by coordinating case management engagement and utilization management support when needed. - Coordinate services based on member needs and client requests, responding to emails and calls within expected timeframes. - Maintain expertise across Allegiance Care Management programs and proactively share guidance that helps internal and external partners navigate complex scenarios. - Escalate quality-of-care concerns or complex clinical questions to the Medical Director as appropriate. - Teach internal and external stakeholders how Allegiance Care Management supports members through proactive case management services. - Share client and implementation insights with the right internal teams to ensure smooth execution and consistent communication. - Contribute to team improvement by sharing workflow feedback and supporting quality and process efforts. - Participate in established Quality Assurance (QA) and clinical oversight processes, including peer review and periodic random file review by supervisory leadership, to ensure accuracy, consistency, and compliance with ACM standards and regulatory requirements. - Travel as needed to provide onsite client support. Qualifications - Active, unrestricted RN license in the state of primary residence. - Minimum 2 years of clinical nursing experience. - Strong organization and follow-through; able to manage multiple priorities with attention to detail. - Strong written and verbal communication skills with internal and external stakeholders, including clinicians and clients. - Comfort using computer systems and phone-based outreach to gather, research, and document clinical information. Requirements - Experience in case management, care coordination, or utilization management. - Experience supporting client meetings, implementations, or presenting clinical information to non-clinical audiences. - Familiarity with health plan products, stop-loss reporting, or employer group/account management partnerships. - If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. Benefits - Anticipated annual salary of 66,100 - 110,100 USD / yearly, depending on relevant factors, including experience and geographic location. - Eligible to participate in an annual bonus plan. - Comprehensive range of benefits, including medical, vision, dental, and well-being and behavioral health programs. - 401(k) and company paid life insurance. - Tuition reimbursement. - A minimum of 18 days of paid time off per year and paid holidays.

• Develop and implement program strategies to optimize outcomes, enhance client experience, and improve overall plan performance • Collaborate cross-functionally with internal stakeholders, including implementations, analytics, and account management teams, to align initiatives with client needs and objectives • Serve as the primary point of contact for clients regarding program performance, outcomes, and strategic recommendations, fostering strong client relationships and trust • Analyze data and trends to identify opportunities for program enhancement, cost savings, and quality improvement, leveraging insights to drive informed decision-making • Stay informed on industry trends, regulatory changes, and best practices in program management, incorporating relevant insights into program design and implementation • Develop and deliver client presentations, reports, and updates on program performance, demonstrating value and ROI to key stakeholders • Collaborate with clients to tailor programs and initiatives to meet their unique needs, ensuring alignment with organizational objectives and priorities • Foster a culture of continuous improvement and excellence within the team, promoting professional development, knowledge sharing, and accountability for achieving program objectives • Participate in client webinars, training sessions, and other educational forums, with occasional travel to client events as needed • Provide ongoing support, including interpreting plan design, resolving phone, written, and electronic inquiries, and addressing benefit and enrollment issues • Establish and maintain relationships with key client decision-makers, understand their goals, and determine how the organization can best help them achieve results • Manage and execute client contractual requirements and guarantees • Retain and grow client relationships • Maintain an understanding of industry trends and provide clients with insights and recommendations • Meet with clients to discuss trends, review relevant data, and offer recommendations with supporting rationale for strategies • Lead client discussions on industry trends, review performance data, and provide recommendations to support plan management strategies • Develop client relationship and strategy plans • Monitor key performance indicators and facilitate timely interventions • Analyze and evaluate reporting, and create ad-hoc reports as requested • Partner with client team members and internal support teams to deliver best-in-class client service • Support implementation of new clients, plan changes, and other setup requirements, including gathering requirements, building/coding, quality review, and testing • Collaborate with the Implementation team during client onboarding to ensure a seamless transition from implementation to client management • Identify and contribute to process improvement initiatives within the team • Provide guidance on internal and external collaborative projects and priorities

• 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.