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 their mission to empower clients to predict, prepare for, and preempt risk, they are focused on helping people and businesses protect what matters most. The company values innovation, collaboration, integrity, impact, and people-first principles. This position will be based out of Marshall+Sterling's Middletown Office. They are 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 for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You 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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees
