Description:
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 Wellington Office.
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 an 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 and collaborating with internal teams to provide a seamless service experience.
- Build strong client relationships by responding promptly and thoughtfully to questions, requests, and service needs
- Manage policy transactions (endorsements, renewals, cancellations, ID cards, etc.) with care, accuracy, and timeliness
- Help clients understand their coverage, identify areas for improvement, and recommend solutions that fit their needs
- Evaluate risks to ensure policies align with both client goals and carrier guidelines
- Keep detailed records of client and carrier communications in our internal system
- Support account retention and growth by identifying opportunities to round out coverage and asking for referrals
- Stay aligned with internal procedures to ensure compliance, confidentiality, and minimize E&O exposure
- Must hold an active state insurance license and meet continuing education requirements
- Demonstrated, measurable success in client service or insurance operations
- Prior experience in insurance, preferably with equine or specialty lines of coverage
- Proficient in Microsoft Office and comfortable with agency management systems (Vertafore experience is a plus)
- Strong communication skills and high attention to detail
- Proven ability to work collaboratively and professionally with colleagues and clients
- Highly organized and pays attention to details.
Total Rewards Package:
Compensation: $47,500 - $52,500, annual salary, paid hourly based on experience, education, and work location.
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
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
- 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.
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
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Compensation details: 0 Yearly Salary
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