Assistant Client Service Specialist-Equisport

Job Location:

Poughkeepsie Office - Poughkeepsie, NY 12601

Salary: $37,500.00 - $42,500.00

• Deliver high-quality administrative and client service support to the Equisport team, ensuring a seamless experience for equine insurance clients.
• Support policy lifecycle activities including invoicing, endorsements, policy processing, and documentation management (scanning, filing, and record accuracy).
• Respond promptly to client and internal requests, including certificates of insurance, , proof of coverage, and loss runs.
• Assist with claims intake and follow-up, ensuring timely and accurate documentation in accordance with agency procedures.
• Maintain accuracy and attention to detail across all transactions to minimize errors and ensure compliance with agency standards and E&O risk guidelines.
• Collaborate effectively with Customer Service Specialists and internal teams, communicating proactively to resolve issues and support client needs.

• College degree preferred; high school diploma or equivalent required.
• Proficiency in Microsoft Office programs and comfort leveraging AI tools to enhance productivity and accuracy.
• Experience with Vertafore or similar agency management systems is a plus.
• Strong organizational skills with a high level of attention to detail and accuracy.
• Ability to work effectively in a team environment and maintain professional relationships with colleagues, leadership, and external partners.
• Clear and effective written and verbal communication skills.

• Comprehensive package including Medical, Dental, Vision, 401(k) with match.
• Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents.
• Employee assistance fund and programs, wellness perks, and more.
• Employee Stock Ownership Program with no out-of-pocket costs.