Assistant Client Service Specialist

MARSHALL+STERLING EMPLOYEE BENEFITS INC • City of Poughkeepsie, NY

75d • $37,500 - $42,500

About The Position

As an Assistant Client Service Specialist at Marshall+Sterling, you will provide superior service and administrative support to the department. This role will be based out of Marshall+Sterling’s Latham or Kingston New York Offices. You will be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. You will support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Additionally, you will issue proof of insurance and request loss runs to support our clients’ coverage needs. Documenting all client and carrier communications regarding coverages and exposures in the management system is essential. You will follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintaining required professional accreditations and participating in continuing education programs when available is also part of your responsibilities. Other duties and projects may be assigned as needed.

Requirements

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Experience with AMS360 is a plus.
• Prior experience in insurance; commercial insurance is a plus.
• 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

• 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.
• Employee Stock Ownership Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level