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Insurance Client Service Specialist — ESOP Team

Job in City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listing for: Marshall Sterling Investment Management Limited
Full Time position
Listed on 2026-10-13
Job specializations:
  • Insurance
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 34000 - 37000 USD Yearly USD 34000.00 37000.00 YEAR
Job Description & How to Apply Below
Location: City of Poughkeepsie

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

We would love to welcome a new Insurance Client Service Specialist — ESOP Team to our team in City of Poughkeepsie, NY, United States.

This opportunity is for the Insurance Client Service Specialist — ESOP Team role at Marshall Sterling Investment Management Limited.

We are seeking a motivated Insurance Client Service Specialist — ESOP Team to join Marshall Sterling Investment Management Limited in City of Poughkeepsie, NY, United States.

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