Client Service Specialist- Commercial Lines
About The Position
As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by its mission to empower clients to predict, prepare for, and preempt risk, the company focuses on helping people and businesses protect what matters most. The vision is to create a future that’s safer and more secure, driven by innovation and collaboration. Employee-owners are valued, empowered, and directly invested in collective success, fostering an inclusive culture built on integrity, impact, and people-first values where ideas and growth are prioritized. This Client Service Specialist position is based out of Marshall+Sterling's Latham Office. The company is seeking a licensed and client-focused professional with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is ideal for a proactive individual holding a Property+Casualty Insurance license who excels at building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. The specialist will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience.
Requirements
- High school diploma or equivalent required
- Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills
- Experience and knowledge of Microsoft Office programs
- Appropriate state insurance licenses and continuing education required
- Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner
- Demonstrated ability to communicate effectively
- High level of organizational ability with attention to detail
Nice To Haves
- College degree preferred
- Experience with Vertafore a plus
- Proven ability to exceed expectations
Responsibilities
- Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager
- Underwrite individual risk situations to meet agency and carrier standards
- Secure applications for coverage from Sales Executives, Account Managers, and/or clients
- Review policies for accuracy and completeness, ensuring updates are made per workflow procedures
- Address cancellation requests and assist in retaining accounts
- Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals
- Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures
- Perform financial duties as directed by management
Benefits
- Employee ownership
- Professional development opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees
