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About the Role

Provide superior service and administrative support to the department, assisting with customer requests and maintaining smooth operations. Document client and carrier communications, follow workflow procedures, and adhere to agency guidelines.

Responsibilities

• Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
• 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.
• 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

Location

• Poughkeepsie, NY

Work Type

• Full Time
• Onsite

Education Level

• High School diploma or equivalent required

Salary/Compensations

• $37,500.00 - $42,500.00 Salary/year

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

• 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.