Client Associate - Large Group

About the role

We're hiring a Large Group Client Associate 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 on complex, evolving accounts.

What You’ll Do

• Support Complex Large Accounts as a Secondary CM: Partner with Account Executives on large, multi-layered employer groups (750–3,000 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 smaller large-group clients (100–200 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.
• 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.
• 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.
• 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

• Minimum 5+ years of recent employee benefits experience on the brokerage or consulting side supporting multiple 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.
• Congfident 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.
• Exposure to both straightforward and highly complex employer groups, accelerating your learning curve.
• 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.

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).