Assistant Client Service Specialist

Marshall & Sterling Inc is seeking an Assistant Client Service Specialist to support our Personal Lines team. In this role, you'll assist with policy processing, endorsements, renewals, billing inquiries, and documentation for personal insurance clients. You'll respond to client questions, coordinate with carriers, and help resolve service issues promptly and accurately. Working closely with Account Managers and Producers, you'll maintain client records, prepare proposals, and support account reviews.

You'll thrive in our collaborative, community-focused culture with training and growth opportunities in insurance and risk management.

Responsibilities

• Support Personal Lines team with policy changes, endorsements, and renewals
• Respond to client inquiries via phone and email with timely, accurate information
• Process billing inquiries, payments, and basic accounting-related tasks
• Maintain complete and accurate client records and documentation in agency systems
• Prepare quotes, proposals, and renewal materials for account managers
• Coordinate with carriers to obtain information, resolve issues, and follow up on requests
• Assist with coverage reviews and account rounding opportunities
• Prioritize and manage multiple service requests to meet deadlines
• Follow agency procedures and compliance requirements
• Participate in training and professional development to grow insurance knowledge

Required Skills

• Personal lines insurance knowledge
• Customer service
• Policy processing and endorsements
• Data entry and accuracy
• CRM/agency management systems
• Microsoft Office (Word, Excel, Outlook)
• Documentation and record keeping
• Billing and payment processing
• Verbal and written communication
• Time management and multitasking