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About the Role

Provide superior service and administrative support to the department, assisting with customer requests and maintaining smooth operations. This role is based in Marshall+Sterling’s Latham, New York Office.

Responsibilities

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

• 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

• Proficiency with AI tools
• Proficiency with task management systems
• Proficiency with Microsoft Office

Location

• Latham, NY

Work Type

• Full Time
• Onsite

Education Level

• High School diploma or equivalent required

Salary/Compensations

• $40,000.00 - $50,000.00 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.