Assistant Client Service Specialist

Marshall+Sterling • Poughkeepsie, NY

17h • Hybrid

About The Position

Marshall+Sterling is a 100% employee-owned company with a long history, dedicated to empowering clients to predict, prepare for, and preempt risk. We are seeking an Assistant Client Service Specialist to provide exceptional service and administrative support for our Equisport team. This role involves supporting clients within our Equine Insurance practice and collaborating with internal teams to ensure a seamless, high-quality service experience. The position can be based in a hybrid capacity or out of our Birmingham, MI; Hartland, WI; Warrenton, VA; Wellington, FL; or Poughkeepsie Office.

Requirements

• High school diploma or equivalent required.
• Proficiency in Microsoft Office programs and comfort leveraging AI tools to enhance productivity and accuracy.
• Strong organizational skills with a high level of attention to detail and accuracy.
• Ability to work effectively in a team environment and maintain professional relationships with colleagues, leadership, and external partners.
• Clear and effective written and verbal communication skills.

Nice To Haves

• College degree preferred.
• Experience with Vertafore or similar agency management systems is a plus.

Responsibilities

• Deliver high-quality administrative and client service support to the Equisport team, ensuring a seamless experience for equine insurance clients.
• Support policy lifecycle activities including invoicing, endorsements, policy processing, and documentation management (scanning, filing, and record accuracy).
• Respond promptly to client and internal requests, including certificates of insurance, ID cards, proof of coverage, and loss runs.
• Assist with claims intake and follow-up, ensuring timely and accurate documentation in accordance with agency procedures.
• Maintain accuracy and attention to detail across all transactions to minimize errors and ensure compliance with agency standards and E&O risk guidelines.
• Collaborate effectively with Customer Service Specialists and internal teams, communicating proactively to resolve issues and support client needs.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees