Assistant Client Service Specialist
About The Position
Marshall+Sterling is a 100% employee-owned company with a long history dating back to 1864. The company's mission is to empower clients to predict, prepare for, and preempt risk, focusing on protecting what matters most to people and businesses. They aim to create a safer and more secure future through innovation and collaboration. Employee-owners are valued, empowered, and directly invested in the company's collective success, fostering an inclusive culture built on integrity, impact, and people-first values. This role, based out of Marshall+Sterling’s Middletown Office, is for an Assistant Client Service Specialist who will provide superior service and administrative support to the department. Key responsibilities include supporting client communications, coordinating administrative tasks, and ensuring an exceptional client experience. The position requires professional communication skills in both English and Spanish to support clients and internal teams.
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
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
