Client Service Specialist
About The Position
Marshall + Sterling is a 100% employee-owned company with a long history dating back to 1864. The company's mission is to empower clients to predict, prepare for, and preempt risk, focusing on protecting what matters most to people and businesses. They aim to create a safer and more secure future through innovation and collaboration. Employee-owners are valued, empowered, and directly invested in the company's collective success, fostering an inclusive culture built on integrity, impact, and people-first values. This position offers a hybrid work capacity or can be based out of Marshall+Sterling's offices in Birmingham, MI; Hartland, WI; Warrenton, VA; Wellington, FL; or Poughkeepsie, NY. The company is 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 ideal for a proactive professional holding a Personal and Commercial insurance license who excels at building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. The specialist will primarily support clients in Equine Insurance and collaborate with internal teams to provide a seamless service experience.
Requirements
- 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.
- Licensed and client-focused with strong communication skills and a passion for delivering top-tier service in the insurance industry.
- Holds a Personal and Commercial insurance license.
Nice To Haves
- College degree preferred.
- 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.
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 (through ESOP)
- Collaborative & Engaged Culture (through ESOP)
- No Out-of-Pocket Costs (for ESOP)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees
