Assistant Client Service Specialist

Overview

Marshall+Sterling is hiring for an Assistant Client Service Specialist. This role will be based out of Marshall+Sterling’s Latham or Kingston, New York offices. We are seeking a candidate who will provide superior service and administrative support to the department.

• Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
• Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
• Issue proof of insurance and request loss runs to support our clients’ coverage needs.
• Document all client and carrier communications regarding coverages and exposures in the management system.
• Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims.
• Maintain required professional accreditations and participate in continuing education programs when available.
• Perform other duties and projects as assigned.

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Experience with AMS
  360 is a plus.
• Prior experience in insurance; commercial insurance is a plus.
• Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
• Highly organized and detail-oriented.

• Compensation: $37,500 - $42,500, based on experience, education, and work location.
• Benefits:
  Comprehensive package including Medical, Dental, Vision, 401(k) with match, generous PTO, thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more.

As a 100% employee-owned company, Marshall+Sterling offers a unique opportunity to build long-term wealth while growing your career. ESOP benefits include long-term rewards, a collaborative and engaged culture, and no out-of-pocket costs.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other
• Industry: Insurance