Client Service Specialist

MARSHALL & STERLING INC • City of Poughkeepsie, NY

37d • $47,500 - $52,500 • Onsite

About The Position

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 their mission to empower clients to predict, prepare for, and preempt risk, they are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Their vision of creating a future that’s safer and more secure drives everything they do. Innovation is imperative, and collaboration is at their core. Employee-owners are valued, empowered, and directly invested in collective success. At Marshall+Sterling, you join an inclusive culture built on integrity, impact, and people-first values, where your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role can be located in either the Poughkeepsie or Kingston Marshall+Sterling office. They 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

• 5+ years of Commercial Lines Experience
• NY State P&C Broker License required
• High level of organizational ability with attention to detail
• Ability to be part of a team
• Experience w/rating, underwriting and procedural skills
• Experience with AMS360 / Image Right

Responsibilities

• Provide superior service & serve as the point contact for our insured’s
• Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
• Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
• Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence
• Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
• Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent
• Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
• Timely follow up on company/clients suspense/diaries
• Keep abreast of change in the insurance industry
• Maintain professional accreditation
• Build favorable work relationships
• Maintain confidentiality

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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees