Assistant Client Services Specialist

Marshall & Sterling Inc is seeking an Assistant Client Services Specialist to support our Personal Lines team. In this entry-level role, you'll assist with policy servicing, quotes, renewals, endorsements, and claims intake for personal insurance clients. You'll respond to client inquiries, maintain accurate records in our agency systems, and coordinate with carriers to resolve issues. Working in our collaborative, community-focused culture, you'll receive training, mentorship, and growth opportunities while helping deliver exceptional client service.

Responsibilities

• Support personal lines account managers with policy processing, endorsements, renewals, and cancellations
• Respond to client inquiries by phone and email, providing accurate, timely information on coverage and billing
• Prepare quotes, proposals, and policy comparisons using agency and carrier systems
• Maintain accurate client records, documentation, and follow-up activities in the agency management system
• Coordinate with insurance carriers to obtain information, resolve issues, and process service requests
• Assist with claims intake, status updates, and communication between clients and carriers
• Ensure compliance with company procedures and insurance regulations in all servicing activities
• Participate in training and development to build insurance product and system knowledge
• Contribute to team goals, collaborating on service improvements and client retention initiatives

Required Skills

• Personal lines insurance knowledge (auto, home, umbrella)
• Client service and call handling
• Data entry and accuracy
• Agency management systems (e.g., Epic, AMS
  360 or similar)
• Insurance rating/quoting platforms
• MS Office (Word, Excel, Outlook)
• Documentation and record-keeping
• Basic claims intake and tracking
• Time management and task prioritization
• Regulatory and compliance awareness in insurance