Assistant Client Service Specialist
About The Position
We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling’s Latham or Poughkeepsie New York Offices 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.
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
- 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 As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career.
- 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
High school or GED
