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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
- Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
- Support Client Service Specialists by assisting with customer requests and maintaining smooth operations.
- Issue proof of insurance and request loss runs to support client coverage needs.
- 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.
- 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.
- Brings a positive attitude and works well with others.
- Highly organized and detail-oriented.
Skills
- English and Spanish communication
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 our 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, constantly seeking better, smarter ways to serve clients and improve.
- Collaboration is at the core, stronger together across teams, with clients, and in communities.
- Employee-owners are valued, empowered, and directly invested in collective success.
- An inclusive culture built on integrity, impact, and people-first values.