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About the Role

Marshall+Sterling 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 perfect for a proactive professional who holds a Property+Casualty 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 in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience.

Responsibilities

Provide superior service & serve as the point contact for our insured’s
Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence
Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent
Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
Timely follow up on company/clients suspense/diaries
Keep abreast of change in the insurance industry
Maintain professional accreditation
Build favorable work relationships
Maintain confidentiality

Requirements

5+ years of Commercial Lines Experience
High level of organizational ability with attention to detail
Ability to be part of a team
Experience w/rating, underwriting and procedural skills
Experience with AMS360 / Image Right

Skills

Strong communication skills
Property+Casualty Insurance license
Client relationship building
Policy accuracy
Account retention and growth support

Location

Poughkeepsie, NY

Work Type

Onsite

Experience Level

5+ years

Salary/Compensations

$47,500.00 - $52,500.00 Hourly

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
Employee Stock Ownership Program

About the Company

Marshall+Sterling is a 100% employee-owned company with roots dating back to 1864.
Our mission is to empower clients to predict, prepare for, and preempt risk.
We are relentlessly focused on helping people and businesses protect what matters most.
Our vision is creating a future that’s safer and more secure.
Innovation is imperative.
Collaboration is at our core.
Our employee-owners are valued, empowered, and invested in our collective success.
We offer an inclusive culture built on integrity, impact, and people-first values.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.