Marshall and Sterling
Assistant Client Service Specialist
Marshall and Sterling, Latham, New York, United States, 12110
Description:
We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterlings Latham or Poughkeepsie New York Offices 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 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. Heres 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 companys success. Collaborative & Engaged Culture:
Employee ownership fosters a team-oriented environment where everyone has a stake in the companys 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 MS24 Compensation details:
37500-42500 Hourly Wage PI84aa4579d9d0-31181-38792618
We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterlings Latham or Poughkeepsie New York Offices 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 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. Heres 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 companys success. Collaborative & Engaged Culture:
Employee ownership fosters a team-oriented environment where everyone has a stake in the companys 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 MS24 Compensation details:
37500-42500 Hourly Wage PI84aa4579d9d0-31181-38792618