Assistant Client Service Specialist- Employee Benefits

MARSHALL+STERLINGCity of Poughkeepsie, NY
$37,500 - $42,500Onsite

About The Position

Marshall+Sterling is seeking an Assistant Client Service Specialist to provide superior service and administrative support to the employee benefits department. This role is based in the Poughkeepsie, New York Office. The company is a 100% employee-owned organization with a mission to empower clients to predict, prepare for, and preempt risk, helping people and businesses protect what matters most. They foster an innovative, collaborative, and people-first culture built on integrity and impact.

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.

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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