Client Services Trainer at Navia Benefit Solutions – Overland Park, Kansas
Navia Benefit Solutions
Overland Park, Kansas, 66204, United States
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NewJob Function:Customer ServiceEmployment Type:Full-Time
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About This Position
| Position Summary |
| A successful Client Services Trainer will be professional, positive, empathetic, knowledgeable, and passionate about developing exceptional employees. This role is responsible for delivering both classroom-style and hands-on service training for new hires, gap training as needed, and supporting the onboarding process for new employees and teams transitioning from partner TPAs. Key responsibilities include:
This role plays a critical part in shaping the success and confidence of our Client Services team. |
| Essential Functions |
- Demonstrate a strong commitment to nurturing and supporting all trainees in their development into exceptional employees.
- Design, develop, and implement training programs tailored to employees at various levels. Collaborate with subject matter experts to create engaging and relevant content.
- Maintain a Training Calendar with course links and session details, published at least two weeks in advance.
- Coordinate with IT and the Onboarding team to ensure:
- Logins are created
- Workstations are fully prepared (phones, computers, permissions)
- All miscellaneous onboarding details are addressed for a smooth transition into the service department
- Create, maintain, and enhance training materials, checklists, and structured training plans.
- Pair new hires with tenured employees for additional phone training, ensuring they can handle calls with empathy and compassion.
- Train employees to deliver high-quality service in both external and internal interactions.
- Adhere to best practices for handling sensitive HIPAA information.
- Consistently meet key performance indicator (KPI) goals while embodying Navia’s core values: Navigate, Advocate, Visualize, Innovate, Accountability.
- Develop new hire skills to meet and maintain performance standards, which vary by role.
- Collaborate with supervisors and managers to coordinate departmental training. Provide weekly performance updates for all trainees to their respective Team Managers.
- Complete monthly processing goals to stay current on training topics and systems. Provide support with claims and phone tasks as needed.
- Maintain up-to-date process documentation for all training materials.
- Provide training for migrating teams from partner TPAs, including discovery processes and work that may involve other departments.
- Perform other duties as assigned.
| Requirements |
- 1 year of Navia or partner TPA CDH experience; COBRA a plus.
- Strong oral and written communication skills.
- Exceptional Presentation skills and genuinely enjoys helping people succeed.
- Self-motivated/Able to work independently.
- Must have excellent follow-through and organizational skills.
- High attention to detail.
- Able to communicate IRS benefits conversationally in laymen terms.
| Remote Working Requirements |
- Minimum requirements established by Navia for Internet connection.
- Established working space at home that provides a secure environment.
- Confidentiality of all information on clients/members accounts.
- Ability to travel to the office on required days.
- Ability to travel to the office for mandatory meetings as required.
- All calls should be by video through teams or zoom.
- Working from separate locations for extended periods should be cleared by your superior.
Failure to comply with the above can result in your position being moved back to a non-remote position, or termination of your position.
Salary Range: $55,000 - $85,000
Please visit our career page and apply directly: www.naviabenefits.com/workatnavia
Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.
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Job Location
Overland Park, Kansas, 66204, United States
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