Client Service Specialist

MARSHALL & STERLING INC • City of Poughkeepsie, NY

5d • $24 - $27 • 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. This role is ideal for a proactive professional with 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 personal or commercial insurance, collaborating with internal teams for a seamless service experience. The position is based in the Poughkeepsie Office.

Requirements

• Insurance License (Active preferred)
• 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.

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: High school or GED