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Account Executive - California Large Group

🚀 Who we are

Nava Benefits is a modern benefits brokerage on a mission to fix healthcare! Nava was founded on the vision of bringing high-quality, affordable healthcare to all Americans, starting with the 49% who receive insurance through their employers. By partnering with healthcare and benefits leaders from the country's largest companies, Nava packages their insights, tools, and best practices into a scalable, unified service offering that has helped smaller employers save 8-22% on their benefits plans.

Launched by seasoned co-founders, we're a cross-functional, passionate group of leaders and operators intent on building the industry's most diverse and dynamic place to work. In 2022, Nava was proudly ranked on the Inc. Best Workplaces list and NYC Digital Health 100.

🚀 About the role

Nava is searching for an Account Executive who will lead strategic initiatives for a growing book of business on our west coast team. We are seeking an out of the box thinker with experience designing innovative benefit plan strategies and a track record of maintaining executive level relationships as a trusted client partner. You will be responsible for overseeing a book of large national clients, and be integral in leading annual service plan execution, renewal strategy, and long term strategic planning. Partnering with members of the client success, revenue and operations departments, the Account Executive will bolster Nava’s strategic capabilities so that we can deliver novel benefit solutions for our growing and diversifying client portfolio. 

This is a remote position but preferred candidates will be based in California and possess California employee benefits market knowledge as well as recent experience managing large employer groups (100-5,000 lives).

🚀 What you’ll do

  • Own the Outcome of Your Book of Business: Manage a portfolio of employer groups, collaborating with Partners, Client Managers and Benefits Analysts to manage the service needs of your clients throughout the plan year
  • Strategic Planning and Execution: Lead annual service plan execution, renewal strategy, and long-term strategic planning 
  • Innovate Funding Strategies: Design innovative benefit strategies based on knowledge of the market, carriers and products, including understanding of alternative funding arrangements
  • Create and Present Client Deliverables: Contribute to the creation and presentation of client deliverables such as financial reporting, finalist/renewal presentations, budget reviews, etc.
  • Enhance Strategic Capabilities: Partner with members of the client success, revenue, and operations departments to bolster Nava’s strategic capabilities and deliver novel benefit solutions
  • Develop and Mentor: Actively develop and mentor junior-level colleagues, fostering a collaborative and growth-oriented team environment
  • Manage Relationships: Build and maintain strong client relationships, acting as a trusted advisor and ensuring high client satisfaction

🚀 What you’ll bring

  • Experience: 15+ years of employee benefits experience with a brokerage; Recent experience independently managing accounts with minimal guidance
    • A track record of supporting large California employer groups (150-2000 lives)
  • Expertise: A strong command of large group plans and products; Strong knowledge of financial arrangements including fully insured, level & self funded, captives
  • Leadership Skills: Proven ability to lead complex client engagements and mentor junior colleagues
  • Client Relationship Management: Demonstrated success in building and maintaining executive-level relationships as a trusted advisor
  • Analytical Skills: Strong analytical and financial analysis skills, with the ability to design innovative funding strategies
  • Communication Skills: Excellent verbal and written communication skills, with the ability to create and present client deliverables effectively
  • Education & Licensing: A bachelor's degree in a related field; California Health Insurance License required

🚀 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.

🚀 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.

Average salary estimate

$105000 / YEARLY (est.)
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$90000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Executive - California Large Group, Nava

At Nava Benefits, we’re excited to announce an opening for an Account Executive on our California Large Group team. This remote position is perfect for someone passionate about healthcare and eager to innovate. Your role will focus on managing a portfolio of large employer clients and helping them navigate their benefits plans throughout the year. You’ll work closely with our client success, revenue, and operations teams to ensure our clients receive tailor-made solutions that meet their unique needs. As a key player, you’ll lead annual service plan executions and develop long-term strategic plans for renewal. We're looking for a creative thinker who can design innovative funding strategies and present compelling client deliverables. With at least 15 years of experience in the employee benefits field, especially managing large California employer groups, you’ll utilize your expertise in benefit plans to enhance our offerings. Not only will you foster meaningful partnerships, but you’ll also mentor junior teammates, creating a collaborative culture at Nava. Join us as we make a difference in the healthcare landscape and help our clients achieve affordable, quality healthcare options. If you have the required experience and are based in California, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Account Executive - California Large Group Role at Nava
What are the main responsibilities of the Account Executive at Nava Benefits?

The Account Executive at Nava Benefits is responsible for managing a portfolio of large national clients, overseeing annual service plan execution, and developing innovative benefit strategies. You’ll also collaborate with team members to enhance strategic capabilities and ensure high client satisfaction.

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What qualifications do I need to apply for the Account Executive position at Nava Benefits?

To apply for the Account Executive role at Nava Benefits, candidates should have over 15 years of experience in employee benefits, specifically with large California employer groups. A California Health Insurance License, strong analytical and communication skills, and a proven track record of managing client relationships are also essential.

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How does the Account Executive role contribute to the team at Nava Benefits?

The Account Executive is integral to Nava's team by leading strategic initiatives and managing client portfolios. This role enhances the company’s strategic capabilities, driving innovative solutions that improve clients’ benefits strategies and fostering long-term partnerships.

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Is remote work available for the Account Executive position at Nava Benefits?

Yes, the Account Executive position at Nava Benefits is remote-first. While candidates are encouraged to be based in California, this role allows for flexibility and autonomy while supporting a dynamic team culture.

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What kind of support or benefits do Account Executives receive at Nava Benefits?

Account Executives at Nava Benefits enjoy a comprehensive benefits package that includes medical, dental, and vision insurance, a generous 401(k) match, flexible PTO, and professional development support, including a home office setup stipend.

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Common Interview Questions for Account Executive - California Large Group
How do you approach managing relationships with large employer groups?

When managing relationships with large employer groups, it's vital to establish trust and maintain open communication. I focus on understanding their needs and proactively addressing any concerns, ensuring they feel supported and valued.

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Can you describe your experience with benefit plan strategies?

I have extensive experience designing benefit plan strategies that cater to the unique requirements of large employers. This includes analyzing their needs, understanding different funding arrangements, and creatively leveraging market insights to offer tailored solutions.

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What techniques do you use to develop and mentor junior team members?

I believe in a hands-on approach to mentorship, offering constructive feedback, and encouraging team members to take ownership of their projects. I regularly conduct one-on-one check-ins to discuss their progress and professional aspirations.

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How do you ensure the successful execution of annual service plans?

To ensure successful execution of annual service plans, I set clear objectives and timelines, monitor progress regularly, and maintain open lines of communication with all stakeholders involved to adjust strategies as needed.

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What innovative funding strategies have you used in the past?

I have successfully implemented alternative funding arrangements such as self-funding and captives, which provide greater flexibility and financial efficiency for clients. Data-driven analysis guides these decisions to enhance client outcomes.

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How do you approach financial reporting for clients?

In preparing financial reports for clients, I focus on clarity and relevance. I ensure that all data is accurately presented and contextualized so that clients can make informed decisions about their benefits plans.

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What methods do you employ to present deliverables effectively to clients?

I prioritize effective storytelling in my presentations by aligning the data with the client’s strategic goals. I engage clients by breaking down complex information into digestible insights and using visual aids to enhance understanding.

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How do you stay updated on changes in the employee benefits landscape?

I regularly engage with industry publication, attend conferences, and participate in professional networks to stay informed about the latest trends and regulations in employee benefits, ensuring I can provide clients with the best advice.

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Describe a challenging situation with a client and how you handled it.

I once faced a situation where a client was unhappy with their claims experience. I scheduled a meeting to openly discuss their concerns, provided insights on the underlying issues, and shared a revised strategy that resulted in a significant improvement in their experience.

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What do you consider when creating a renewal strategy for a client?

When creating a renewal strategy, I consider the client’s historical claims data, employee demographics, and market trends. This helps in crafting a tailored approach that balances cost-effectiveness with comprehensive coverage for employees.

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Full-time, remote
DATE POSTED
March 16, 2025

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