Assistant Client Service Specialist- Commercial Lines
About The Position
Marshall+Sterling is a 100% employee-owned company with a long history, seeking an Assistant Client Service Specialist for their St. Croix Office. This role provides superior service and administrative support to the commercial lines department. The specialist will support client communications, coordinate administrative tasks, and ensure an exceptional client experience. Responsibilities include handling incoming calls, assisting with tasks like quoting policies, ordering MVRs, processing documents, issuing proof of insurance, requesting loss runs, documenting communications in the management system, and following workflow procedures. The role also requires maintaining professional accreditations and participating in continuing education.
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
- Support client communications
- Coordinate administrative tasks
- Ensure an exceptional client experience
- Be a welcoming voice for incoming calls
- 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
- Issue proof of insurance and request loss runs
- 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
- 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
