Assistant Client Service Specialist- Commercial Lines

Marshall+Sterling • Latham, NY

1d • Onsite

About The Position

As 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 their mission to empower clients to predict, prepare for, and preempt risk, they are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Their vision of creating a future that’s safer and more secure drives everything they do. Innovation is not optional here — it's imperative. They constantly seek better, smarter ways to serve their clients and improve as a company. Collaboration is at their core, because they know they are stronger together — across teams, with their clients, and in the communities they serve. Their employee-owners are not only valued and empowered, but also directly invested in their 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 Latham Office. They are 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 helping ensure an exceptional client experience. This role requires the ability to communicate professionally in both English and Spanish to support clients and internal teams.

Requirements

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Ability to communicate professionally in both English and Spanish to support our clients and internal teams.
• Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
• Highly organized and detail-oriented.

Nice To Haves

• Experience with AMS360 is a plus
• Prior experience in insurance; commercial insurance is a plus.

Responsibilities

• 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.

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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees