Client Service Specialist Claims

Marshall+Sterling • Poughkeepsie, NY

7d • Onsite

About The Position

Marshall+Sterling is a 100% employee-owned company with a long history, seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is ideal for a proactive professional holding a Property+Casualty Insurance license who excels at building client relationships, ensuring policy accuracy, and contributing to account retention and growth. The specialist will support clients in either personal or commercial insurance, collaborating with internal teams for a seamless service experience. This role will be based out of Marshall+Sterling’s Poughkeepsie Office.

Requirements

• 5+ years of Commercial Lines Experience
• NY State P&C Broker License required
• High level of organizational ability with attention to detail
• Ability to be part of a team
• Experience w/rating, underwriting and procedural skills
• Experience with AMS360 / Image Right

Responsibilities

• Provide superior service & serve as the point contact for our insured’s
• Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
• Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
• Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
• Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
• Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent
• Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
• Timely follow up on company/clients suspense/diaries
• Keep abreast of change in the insurance industry
• Maintain professional accreditation
• Build favorable work relationships
• Maintain confidentiality

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed