Remote Investment Operations Associate Jobs in Boca Raton, FL

NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members.

Through our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction.

Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members.

We offer a fulfilling work environment that attracts top talent and encourages all associates to contribute to delivering premier service to internal and external customers alike. Our goal is to transform the healthcare industry for the better! We provide career advancement opportunities from within the organization across multiple locations in the US, South America, and India.

NationsBenefits is seeking a Early Career Client Services Manager with 1-3 years of experience in account management, client
support, or healthcare operations. The Client Services Manager will serve as the primary point of contact for assigned
health plan partners, ensuring seamless program delivery, client satisfaction, and performance excellence. This individual
will work cross-functionally with internal teams to resolve client issues, monitor program performance, and identify
opportunities for program enhancements and growth.

Location:

Open to remote & onsite in Plantation, FL

1. Client Account Management:

• Serve as the day-to-day contact for assigned health plan partners, managing client relationships and ensuring expectations are met and exceeded.
• Develop a deep understanding of client benefit programs and ensure proper execution across all departments.
• Lead regular client check-ins, performance reviews, and status updates to foster strong partnerships.

2. Operational Execution:

• Monitor and oversee the operational performance of client programs, ensuring accurate and timely delivery of
  benefits, reporting, and member communications.
• Collaborate with internal teams, including Operations, Product, IT, and Finance, to troubleshoot and resolve client
  concerns efficiently.
• Track and manage all client deliverables, ensuring adherence to timelines and contractual obligations.

3. Process Improvement:

• Identify operational inefficiencies and recommend improvements to streamline processes and enhance the client experience.
• Maintain accurate documentation of client program details, processes, and system configurations in Confluence.

4. Process Improvement & Client Growth:

• Identify opportunities to enhance operational processes, reduce inefficiencies, and improve the overall client and member experience.
• Collaborate with Client Services leadership and Sales teams to identify cross-sell and upsell opportunities for additional NationsBenefits products and services.
• Assist in developing client expansion materials, sales presentations, and proposals.

5. Cross-Functional Collaboration:

• Collaborate with internal teams, including Operations, IT, Product, and Finance, to address client issues and ensure alignment on deliverables.
• Act as a liaison between Client Services and technical teams to communicate requirements, troubleshoot issues, and ensure timely resolution.

6. Reporting & Insights:

• Analyze client program performance data, identify trends, and provide actionable insights to improve member engagement and utilization.
• Prepare and present Monthly Reports, Quarterly Business Reviews (QBRs), and ad hoc client performance analyses.

• Client Relationship Management
• Operational Execution
• Data Analysis & Performance Insights
• Communication & Presentation Skills
• Problem Solving & Critical Thinking
• Cross-Functional Collaboration
• Sales Support & Growth Initiatives

• Education: Bachelor's degree in Business Administration, Healthcare Management, Data Analytics, or a related field.
• Experience: 1-3 years of experience in client services, account management, or program management, preferably within healthcare, insurance, or a managed care organization. Prior experience managing client relationships and driving program performance in a fast-paced environment. Internship experience accepted.
• Technical Proficiency:
  Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word).
  Experience with data visualization and reporting tools (e.g., Excel PivotTables, VLOOKUP, Power BI) is a plus.
  Familiarity with JIRA, Confluence, or other project management tools is preferred.
  Ability to navigate and interpret data within client portals, reporting dashboards, and CRM systems.
• Core Competencies:
  Strong organizational and time management skills with the ability to manage multiple priorities.
  Excellent communication and presentation skills, capable of engaging with senior-level clients and internal stakeholders.
  Ability to work both independently and collaboratively in a cross-functional team environment.
  Client-focused with a commitment to delivering high-quality results.
  

NationsBenefits is an equal opportunity employer.