Assistant Client Services Specialist

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.

Assistant Client Service Specialist

• Supporting client communications and coordinating administrative tasks
• Offering hands-on support with tasks like quoting policies, ordering MVRs, and processing documents
• Assisting Client Service Specialists with customer requests and maintaining smooth operations
• Issuing proof of insurance and requesting loss runs to support clients' coverage needs
• Documenting all client and carrier communications regarding coverages and exposures in the management system
• Fulfilling workflow procedures, adhering to agency guidelines, and promptly reporting any actual or potential E&O claims
• Maintaining required professional accreditations and participating in continuing education programs when available
• Performing other duties and projects as assigned

Qualifications

• Proficiency with AI tools, task management systems, and Microsoft Office
• Prior experience in personal insurance is a plus
• Buys into a positive attitude 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: 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.

About the Role

This role will be based out of Marshall+Sterling’s Latham Office. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department.