Client Service Specialist- Equine

Marshall+Sterling•Poughkeepsie, NY

8h•Hybrid

About The Position

Marshall+Sterling is 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 perfect for a proactive professional who holds a Personal and Commercial 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 Equine 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.
Proven ability to exceed expectations.
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.