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Employee Benefits Client Services Representative

Equilibrium Solutions, LLC Irvington, NY Full-Time/Part-Time
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Equilibrium Solutions, LLC’s client is looking for an Employee Benefits Client Services Representative in Irvington, NY.


Our client, a boutique insurance and financial services firm, is looking for an Employee Benefits Client Services Representative, Account Manager, with an interest in and/or experience in customer data management systems (CRM) and strong customer service.

A knowledge of group insurance and retirement plans is not required, however an interest in the industry and a willingness to learn is welcome. 

This position supports insurance producers and financial advisers who work with groups of various sizes. If you are looking for a position with flexible hours and an opportunity for advancement, we want to talk to you. 

Responsibilities (include but are not limited to):

 Maintain consistent communication with assigned clients

 Provide timely and courteous service and assistance to clients; meeting or surpassing the customers’ expectations

 Stay organized with daily, monthly account management meetings with email correspondence to clients, carriers, etc.

 Maintain current and accurate customer database files by updating/uploading proper documentation

 Complete client service tasks related to new business set up and applications as well as renewal applications and policy research

 Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed

 Market new and renewal business

Requirements (include but are not limited to):

  • Saleforce a plus
  • Bachelor’s Degree a plus
  • Must be an independent worker and detail oriented
  • Working knowledge of MS Office Suite: Excel, Word, PowerPoint
  • Working knowledge of Employee Benefits life cycle

Full time or part time considered.  Benefits are available.

Office is located in a quaint office complex, with incredible views of the Hudson River, Tappan Zee and GW Bridges in Irvington, Westchester, NY.

Third Party Applications Not Accepted


Equilibrium Solutions, LLC  is an Equal Opportunity/Affirmative Action Employer. All    qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Skills required

Human Resources Information System (Hris)
Performance Management
Human Resource Management
Labour Laws
Welfare Plans
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