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About the Role

As an Assistant Client Service Specialist, you will provide superior service and administrative support to the department. This role involves supporting client communications, coordinating administrative tasks, and being a welcoming voice for incoming calls. You will offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents, while also assisting Client Service Specialists with customer requests and maintaining smooth operations.

Responsibilities

Support client communications and coordinate administrative tasks.
Act as a welcoming voice for incoming calls.
Provide hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
Assist Client Service Specialists with customer requests and maintain smooth operations.
Issue proof of insurance and request loss runs.
Document all client and carrier communications regarding coverages and exposures in the management system.
Follow workflow procedures and adhere to agency guidelines.
Promptly report any actual or potential E&O claims.
Maintain required professional accreditations and participate in continuing education programs.
Perform other duties and projects as assigned.

Requirements

Proficiency with AI tools, task management systems, and Microsoft Office.
Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
Highly organized and detail-oriented.

Skills

AI tools
Task management systems
Microsoft Office
AMS360 (plus)
Personal insurance experience (plus)

Location

Latham, NY

Work Type

Onsite

Experience Level

Based on experience, education, and work location

Education Level

Based on experience, education, and work location

Salary/Compensations

$19.23 - $21.79 Hourly
$37,500 - $42,500

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 (ESOP)

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; we constantly seek better, smarter ways to serve clients and improve.
Collaboration is at our core.
We foster an inclusive culture built on integrity, impact, and people-first values.