Client Service Specialist

Marshall+Sterling • Poughkeepsie, NY

1d • Onsite

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 role will be based out of Marshall+Sterling’s Poughkeepsie Office We are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.

Requirements

• Active Insurance License required
• Prior experience in insurance or related customer service role
• Working knowledge of insurance products, underwriting, and policy processes
• Proficiency with AI tools, task management systems, and Microsoft Office.
• Strong communication and interpersonal skills
• High attention to detail and strong organizational skills

Nice To Haves

• Life & Health license preferred

Responsibilities

• Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
• Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
• Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
• Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
• Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
• Process claims and support clients through the claims process as needed.
• Maintain accurate and organized records of all client and carrier communications.

Benefits

• Comprehensive package including 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, and more!
• Employee Stock Ownership Program
• Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
• Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
• No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees