• 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.

• Responsible for delivering BSI’s audit services to assigned clients • Manage a portfolio of assigned clients based on location and ensure a match of qualifications and client contract requirements • Contact clients and confirm the visits, plan the assessments, make travel plans, conduct the assessments and report on the results • Monitor the client accounts to ensure that records, visit cycle, invoicing and other related matters are properly dealt with to assure client satisfaction • Follow the training plan developed by the Scheme Director to reach assessor status and then Lead Assessor status • Lead teams when necessary, mentor, and coach new or inexperienced colleagues as needed

Role Description The Engagement Partner is responsible for leading and coordinating initiatives that enhance colleague engagement, experience, and retention across the organization. This role focuses on programs that support our culture, core values, and overall wellness strategy. Working closely with the Director of Human Resources and leadership, the Engagement Partner supports the execution of organizational strategies and action plans through clear, consistent communication and effective project management. - Partner with HR, Talent Acquisition, Learning & Development, key stakeholders, and colleagues to identify, implement and execute engagement strategies and action plans aligned with organizational priorities. - Coordinate and support the execution of colleague engagement and wellness initiatives, ensuring consistency and impact across the organization. - Analyze data from colleague engagement surveys and related insights; translate findings into actionable recommendations and measurable improvements. - Develop and deliver clear, engaging colleague communications related to engagement initiatives, wellness programs, benefit updates, and organizational announcements. - Facilitate the engagement committee, wellness committee, and focus groups to drive initiatives and improve outcomes. - Build strong internal and external relationships; support vendor vetting, recommendations, and ongoing vendor management. - Research and compile internal and external best practices; share insights and recommendations to address engagement and areas of opportunity. - Conduct three-month, six-month, and additional check-ins with new hires; report trends, best practices, and opportunities for improvement. - Develop, implement, and support wellness strategies and programs. - Support Predictive Index (PI) programming, including acquiring and maintaining certification, partnering with Learning & Development on training and best-practice guidance with leaders. - Support wellbeing, recognition, and professional development initiatives, including collaboration with external consultants. - Provide cross-functional backup support across HRIS, payroll, and benefits administration. - Manage projects from planning through execution, including timelines, coordination, and outcomes. - Assist with special projects, cross-functional initiatives, and expanded responsibilities as assigned. Qualifications - High School Diploma or GED required - Predictive Index Certification preferred - Minimum of three years of business, HR, or administrative experience with demonstrated project coordination responsibilities - Mid-level working knowledge of colleague benefits, labor laws (including multi-state), and distributed workforces (remote and in-person) - Experience supporting engagement, wellness, or learning initiatives preferred Requirements - Proficiency in Microsoft Office (Word, Excel, PowerPoint) - Experience with HRIS, preferably UKG - Experience with Canva or similar design tools preferred - Strong project management and organizational skills with the ability to meet deadlines - Demonstrated ability to lead and influence without formal authority - Exceptional written and verbal communication skills - Strong attention to detail and visual presentation - Excellent interpersonal and stakeholder management skills - Ability to analyze and handle sensitive data with confidentiality - Adaptable, collaborative, and comfortable managing multiple priorities - Experience with colleague relations and foundational legal knowledge Benefits - The salary range of compensation for this position is $60,000-$75,000 based on experience and education. - Remote Position (Preferably driving distance to St. Albans, VT) - A.N. Deringer offers comprehensive health, dental, and vision plans in addition to many excellent voluntary health and wellness benefits. - Generous paid time off, including paid holidays. - Promote flexibility in your work environment to assure a positive integration of work and life. Competencies - Analytical – Demonstrates accuracy and thoroughness; applies feedback to improve performance; monitors own work to ensure quality; gathers and analyzes information skillfully; demonstrates ability to multi-task and establish priorities. - Customer Oriented – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; demonstrates ability to speak clearly and persuasively in positive and negative situations; listens and gets clarification; responds well to questions. - Interpersonal Skills – Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things; takes responsibility for own actions; contributes to building a positive team spirit; supports everyone’s efforts to succeed. - Motivation – Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence; takes calculated risks to accomplish goals. - Problem Solving – Identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. - Work Standards – Sets high standards and well-defined realistic goals for one’s self; displays a high level of effort and commitment towards completing tasks in a timely manner; demonstrates ability to work independently; meets deadlines and handles large volumes of work. Disclaimer The above job description is intended to describe the general nature and level of the work being performed by people assigned to this role and is not an exhaustive list of all duties and responsibilities. Deringer reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.