Assistant Client Service Specialist- Commercial Lines

## Assistant Client Service Specialist - Commercial Lines USVIAs a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.**This role will be based out of Marshall+Sterling’s Poughkeepsie Office**We’re hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and**help ensure an exceptional client experience**.* This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams.* Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.* Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.* Issue proof of insurance and request loss runs to support our clients’ coverage needs.* Document all client and carrier communications regarding coverages and exposures in the management system.* Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims.* Maintain required professional accreditations and participate in continuing education programs when available.* Perform other duties and projects as assigned.## Qualifications* Proficiency with AI tools, task management systems, and Microsoft Office.* Experience with AMS360 is a plus* Prior experience in insurance; commercial insurance is a plus.* Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.* Highly organized and detail-oriented.**Total Rewards Package:****Compensation:** $37,500 - $42,500, based on experience, education, and work location.**Benefits:** 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**As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:* **Long-Term Rewards:** The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.* **Collaborative & Engaged Culture:** Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.* **No Out-of-Pocket Costs:** Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.For more information on our culture and benefits, please visit us at : #J-18808-Ljbffr