Client Service Specialist- Personal 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.

About the Role

We are 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

• Provide superior service & serve as the point contact for our insured’s Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
• Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
• Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence
• Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
• Secure applications from Account Manager or Sales Execututives for all coverage’s including price quotations and comparisons for the companies we represent
• Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
• Timely follow up on company/clients suspense/diaries
• Keep abreast of change in the insurance industry
• Maintain professional accreditation
• Build favorable work relationships
• Maintain confidentiality

Qualifications

• 5+ years of Commercial Lines Experience
• NY State P&C Broker License required
• High level of organizational ability with attention to detail
• Ability to be part of a team
• Experience with rating, underwriting and procedural skills
• Experience with AMS360 / Image Right

Benefits

• Total Rewards Package: Compensation: $47,500 - $52,500 based on experience, education, and work location
• 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.

Pay

$47,500 - $52,500 based on experience, education, and work location

Schedule

Flexible schedule to accommodate client needs