Client Service Specialist- Commercial Lines

MARSHALL+STERLING•City of Poughkeepsie, NY

1d•Onsite

About The Position

Marshall+Sterling is a 100% employee-owned company established in 1864, focused on empowering clients to predict, prepare for, and preempt risk. The company aims to help people and businesses protect what matters most, driven by a vision of creating a safer and more secure future. Innovation and collaboration are core values, with employee-owners directly invested in collective success. Marshall+Sterling fosters an inclusive culture built on integrity, impact, and people-first values, where ideas and growth are prioritized. This position is based out of Marshall+Sterling's Poughkeepsie Office. The company 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 ideal for a proactive professional 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 support clients in either personal or commercial insurance and collaborate 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.