Client Service Specialist- Employee Benefits

MARSHALL+STERLING•City of Poughkeepsie, NY

1d•$47,500 - $52,500•Onsite

About The Position

Marshall+Sterling is hiring a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers. The role is based at the company’s Poughkeepsie, New York office. Marshall+Sterling is a 100% employee-owned company with a history dating back to 1864 and a focus on helping clients prepare for and manage risk. The company describes its culture as collaborative, inclusive, and committed to employee growth and ownership.

Requirements

Active insurance license required.
Prior experience in insurance or a 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 client and carrier communications.