Assistant Client Service Specialist- Commercial Lines
Why Join Marshall+Sterling?
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.
Responsibilities
- Support client communications
- Cook up administrative tasks
- Help ensure an exceptional client experience
- Communicate professionally in both English and Spanish to support our clients and internal teams
- 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 behind the scenes
- Issue proof of insurance and request loss runs to support our clients’ 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 when available
- Perform other duties and projects as assigned
Qualifications
- Proficiency with AI tools, task management systems, and Microsoft Office
- Prior experience in insurance; commercial insurance is a plus
- Bright outlook and works well with fellow employee owners, leaders, and others inside and outside the company
- Highly organized and detail-oriented
Total Rewards Package
- Compensation: $37,500 - $42,500, based on experience, education, and work location
- 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: As a 100% Employee-owned Company, Marshall+Sterling Offers You The Unique Opportunity To Build Long-term Wealth While Growing Your Career. Here’s What Makes Our ESOP So Valuable Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
Location
This role will be based out of Marshall+Sterling’s Poughkeepsie Office