Marshall+Sterling
Overview
Marshall+Sterling is hiring for an Assistant Client Service Specialist. This role will be based out of Marshall+Sterling’s Latham or Kingston, New York offices. We are seeking a candidate who will provide superior service and administrative support to the department. Responsibilities
Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients’ coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Requirements
Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus. Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package
Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, generous 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 (ESOP)
As a 100% employee-owned company, Marshall+Sterling offers a unique opportunity to build long-term wealth while growing your career. ESOP benefits include long-term rewards, a collaborative and engaged culture, and no out-of-pocket costs. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other Industry: Insurance
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Marshall+Sterling is hiring for an Assistant Client Service Specialist. This role will be based out of Marshall+Sterling’s Latham or Kingston, New York offices. We are seeking a candidate who will provide superior service and administrative support to the department. Responsibilities
Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients’ coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Requirements
Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus. Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package
Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, generous 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 (ESOP)
As a 100% employee-owned company, Marshall+Sterling offers a unique opportunity to build long-term wealth while growing your career. ESOP benefits include long-term rewards, a collaborative and engaged culture, and no out-of-pocket costs. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other Industry: Insurance
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