Assistant Client Service Specialist- Commercial Lines
Marshall+Sterling, Poughkeepsie, NY, United States
Overview
Assistant Client Service Specialist role based out of Marshall+Sterling’s Poughkeepsie Office. Provide superior service and administrative support to the Client Service department. Responsibilities
Communicate professionally in English (and Spanish) to support clients and internal teams. Be a welcoming voice for incoming calls; assist with quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by handling customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support 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. Ability to communicate professionally in English and Spanish. 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 opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP 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: Our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit Careers | Marshall+Sterling
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Assistant Client Service Specialist role based out of Marshall+Sterling’s Poughkeepsie Office. Provide superior service and administrative support to the Client Service department. Responsibilities
Communicate professionally in English (and Spanish) to support clients and internal teams. Be a welcoming voice for incoming calls; assist with quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by handling customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support 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. Ability to communicate professionally in English and Spanish. 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 opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP 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: Our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit Careers | Marshall+Sterling
#J-18808-Ljbffr