Assistant Client Service Specialist- Commercial Lines
About The Position
Marshall+Sterling is a 100% employee-owned company with a long history and a focus on innovation and collaboration. We are seeking an Assistant Client Service Specialist to provide excellent service and administrative support to the commercial lines department. This role involves supporting client communications, coordinating administrative tasks, and ensuring a positive client experience. The position requires bilingual communication skills in English and Spanish. You will be the first point of contact for incoming calls, assist with tasks such as quoting policies, ordering MVRs, and processing documents. You will also support Client Service Specialists with customer requests and operational tasks. Responsibilities include issuing proof of insurance, requesting loss runs, documenting client and carrier communications, following workflow procedures, adhering to agency guidelines, and reporting E&O claims. Maintaining professional accreditations and participating in continuing education are also part of the role, along with performing other assigned duties and projects.
Requirements
- Proficiency with AI tools, task management systems, and Microsoft Office
- 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
- Support client communications
- Coordinate administrative tasks
- Ensure an exceptional client experience
- Communicate professionally in both English and Spanish
- Be a welcoming voice for incoming calls
- 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
- Issue proof of insurance and request loss runs
- 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
- Perform other duties and projects as assigned
Benefits
- 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
- Employee Stock Ownership Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
