Insurance Client Service Specialist — ESOP Team
Listed on 2026-10-14
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Insurance
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Customer Service/HelpDesk
Marshall+Sterling is seeking a licensed, client‑focused Client Service Specialist for its Poughkeepsie office. You will review coverage, coordinate with Account Managers, and secure applications while ensuring policies are accurate and up to date.
You will build strong client relationships, support retention and growth, and handle routine financial tasks as directed. The role requires an active insurance license, strong communication, and proficiency with Microsoft Office;
Vertafore experience
As a Insurance Client Service Specialist — ESOP Team, you will play an important part at Marshall Sterling Investment Management Limited in City of Middletown, NY, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Insurance Client Service Specialist — ESOP Team role in the description above.
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