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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

Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager.
Underwrite individual risk situations to meet agency and carrier standards.
Secure applications for coverage from Sales Executives, Account Managers, and/or clients.
Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
Address cancellation requests and assist in retaining accounts.
Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals.
Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures.
Perform financial duties as directed by management.

Requirements

Insurance License (Active preferred)
High school diploma or equivalent required.
Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
Experience and knowledge of Microsoft Office programs.
Experience with Vertafore a plus.
Proven ability to exceed expectations.
Appropriate state insurance licenses and continuing education required.
Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
Demonstrated ability to communicate effectively.
High level of organizational ability with attention to detail.

Skills

Strong communication skills
Client relationship building
Policy accuracy
Account retention and growth
Microsoft Office proficiency
Vertafore experience (plus)

Location

Poughkeepsie, NY

Work Type

Full Time
Onsite

Experience Level

Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.

Education Level

College degree preferred
High school diploma or equivalent required

Salary/Compensations

$47,500 - $52,500
$24.35 - $26.92 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, and more!
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.

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.