Assistant Client Service Specialist

Marshall and Sterling Inc seeks an Assistant Client Service Specialist to support our Insurance Customer Service & Support team. In this role, you'll assist account managers with policy servicing, process endorsements and certificates, respond to client inquiries, and maintain accurate documentation in agency management systems. You'll coordinate with carriers, prepare proposals and renewals, and ensure timely, professional follow up. Marshall & Sterling offers a supportive, team-focused culture with opportunities for professional growth and advancement in a client-centered environment.

Responsibilities

• Assist account managers with day-to-day client service and policy administration
• Process policy changes, endorsements, certificates of insurance, and renewal documents
• Respond to client inquiries via phone and email with timely, professional communication
• Coordinate with insurance carriers regarding quotes, policy issues, and billing questions
• Maintain accurate records and documentation in the agency management system
• Prepare proposals, presentations, and renewal summaries for client meetings
• Support claims reporting and follow-up as directed by senior staff
• Verify policy accuracy, coverage details, and required documentation
• Prioritize and manage multiple client requests and deadlines
• Contribute to a collaborative, client-focused team environment

Required Skills

• Insurance policy administration
• Customer service
• Data entry and accuracy
• Agency management systems (e.g., Applied Epic, AMS
  360)
• Microsoft Office (Word, Excel, Outlook)
• Documentation and recordkeeping
• Basic coverage and risk concepts
• Time management and prioritization
• Professional written and verbal communication
• Problem-solving and issue resolution