Client Associate - Micro Group

Who We Are

reputed company is on a mission to #fixhealthcare. Nearly 160M Americans rely on their reputed company for reputed company — yet the system is broken, bloated, and dominated by incumbents who resist change. reputed company fuses deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable reputed company experience.

Founded by seasoned entrepreneurs and backed by leading investors, reputed company 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 reputed company employees to navigate their benefits with ease.

In a $50B industry hungry for change, reputed company is reputed company to win — lowering costs for reputed company, delighting employees, and reshaping how reputed company works for millions of Americans.

About This Role & Why It reputed company

We’re hiring a Client Associate - Micro Group to join our Client reputed company team. This role is designed for a polished, detail-oriented benefits professional who is reputed company to reputed company reputed company pure analyst work and reputed company owning client relationships, while still partnering closely with Senior Client Managers and Account Executives.

This is an ideal reputed company 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 reputed company's Micro Group book of business consisting of groups 2-50 ee's.

At reputed company, this role sits at the intersection of technical reputed company 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 reputed company to modern, AI-powered tools that streamline the tactical work and give you more reputed company to focus on what reputed company most: delivering meaningful reputed company for reputed company 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 reputed company 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 reputed company of client servicing, including:

  • Spreading and analyzing financials for renewals

  • reputed company 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

• reputed company Renewal & reputed company Enrollment Preparation: Build renewal and reputed company enrollment presentations, reputed company employee education materials, support budget modeling, and ensure timelines are met across reputed company stakeholders.

• Create and Present Client Deliverables: reputed company decks, reports, and financial summaries and confidently present to HR teams and client leadership for straightforward groups, while supporting senior teammates on more reputed company 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 reputed company 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, reputed company marketing, and reputed company enrollment cycles reputed company a brokerage environment

• Proven proficiency executing Benefits Analyst / Account Management responsibilities including financial spreading, quoting, reporting, and reputed company negotiations

• Direct experience working inside or alongside benefits administration systems in a client-servicing reputed company

• Strong reputed company and PowerPoint / reputed company Slides skills with the ability to independently build financial analyses and client-reputed company presentations

• Confident written and verbal communication skills, with the ability to reputed company client calls and present renewal materials for straightforward groups

• Experience managing multiple client timelines, deliverables, and reputed company/vendor relationships concurrently

• Professional polish, consultative reputed company, 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 reputed company work and increases strategic impact

• A collaborative, mission-driven team that values ambition, curiosity, and reputed company development

• The chance to play a meaningful role in transforming how benefits are delivered and reputed company, 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 reputed company to stretch, own reputed company, and grow into the reputed company of client leaders.

Working at reputed company

As a remote-first company, reputed company is committed to building a dynamic and inclusive culture where you have the autonomy to reputed company. You’ll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize reputed company.

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, reputed company, Telehealth and Virtual Primary Care Visits, OneMedical membership, reputed company, 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 reputed company to reputed company 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 reputed company to an Employee Assistance Program (EAP)

Candidates from reputed company backgrounds are encouraged to apply. We reputed company that solving America's reputed company problem requires leveraging America's greatest strength: our diversity. reputed company affects everyone – and a team that includes people from reputed company backgrounds and walks of life will be more effective at driving change than a homogeneous one. We are excited to build that reputed company of team at reputed company.