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Don't guess if your resume is good enough.
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About the Role
Provide superior service and administrative support to the department, supporting client communications, coordinating administrative tasks, and ensuring an exceptional client experience. This role requires professional communication in both English and Spanish.
Responsibilities
- Support client communications
- Coordinate administrative tasks
- Ensure an exceptional client experience
- Communicate professionally in English and Spanish
- Act as a welcoming voice for incoming calls
- Offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents
- Support Client Service Specialists with customer requests
- Maintain smooth operations
- Issue proof of insurance
- Request loss runs
- Document all client and carrier communications in the management system
- Follow workflow procedures
- Adhere to agency guidelines
- Promptly report any actual or potential E&O claims
- Maintain required professional accreditations
- Participate in continuing education programs
- Perform other duties and projects as assigned
Requirements
- Proficiency with AI tools, task management systems, and Microsoft Office
- Prior experience in insurance; commercial insurance is a plus
- Positive attitude and ability to work well with others
- Highly organized and detail-oriented
Skills
- English
- Spanish
Location
- Poughkeepsie, NY
Work Type
- Full Time
- Onsite
Experience Level
- Based on experience, education, and work location
Education Level
- Based on experience, education, and work location
Salary/Compensations
- $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
About the Company
- Marshall+Sterling is a 100% employee-owned company with roots dating back to 1864.
- Guided by a mission to empower clients to predict, prepare for, and preempt risk.
- Relentlessly focused on helping people and businesses protect what matters most.
- Vision of creating a future that’s safer and more secure.
- Innovation is imperative.
- Collaboration is at the core.
- Employee-owners are valued, empowered, and invested in collective success.
- An inclusive culture built on integrity, impact, and people-first values.