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About the Role
As a 100% employee-owned company, 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. This role will be based out of Marshall+Sterling’s Poughkeepsie Office. We are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.
Responsibilities
- Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
- Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
- Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
- Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
- Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
- Process claims and support clients through the claims process as needed.
- Maintain accurate and organized records of all client and carrier communications.
Requirements
- Active Insurance License required
- Life & Health license preferred
- Prior experience in insurance or related customer service role
- Working knowledge of insurance products, underwriting, and policy processes
- Proficiency with AI tools, task management systems, and Microsoft Office.
- Strong communication and interpersonal skills
- High attention to detail and strong organizational skills
Skills
- AI tools
- Task management systems
- Microsoft Office
- Communication
- Interpersonal skills
- Attention to detail
- Organizational skills
Location
- Poughkeepsie, NY
Work Type
- Full Time
- Onsite
Experience Level
- Based on experience
Salary/Compensations
- $47,500.00 - $52,500.00 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
- Employee Stock Ownership Program
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.
- Collaboration is at our core.
- Our employee-owners are valued, empowered, and directly invested in our collective success.
- We foster an inclusive culture built on integrity, impact, and people-first values.