CLIENT SERVICE SPECIALIST
About The Position
Why Join Marshall+Sterling? 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 our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. We 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 perfect 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
- College degree 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.
- 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
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
