Assistant Client Service Specialist

MARSHALL+STERLING•City of Glens Falls, NY

4d•$37,500 - $42,500•Onsite

About The Position

Marshall+Sterling is seeking an Assistant Client Service Specialist to provide superior service and administrative support to the department. This role will be based out of Marshall+Sterling’s Glens Falls, New York Office. The position involves supporting Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Key responsibilities include documenting client and carrier communications in the management system, following workflow procedures, adhering to agency guidelines, and promptly reporting any actual or potential E&O claims. The role also requires maintaining professional accreditations and participating in continuing education programs. Other duties and projects may be assigned.

Requirements

Proficiency with AI tools, task management systems, and Microsoft Office.
High School diploma or equivalent required.
Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
Highly organized and detail-oriented.

Responsibilities

Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
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.