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Marshall+Sterling · 2 weeks ago

Assistant Client Service Specialist

Latham, NY

Full-time

Onsite

New Grad, Entry Level

$38K/yr - $42K/yr

Marshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk effectively. The Assistant Client Service Specialist will provide superior service and administrative support to the department, assisting with customer requests and ensuring smooth operations.

Financial ServicesInsurance

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 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

Qualification

Proficiency with AI toolsTask management systemsMicrosoft OfficeAMS360Prior experience in insuranceHighly organizedPositive attitudeDetail-oriented

Required

Proficiency with AI tools, task management systems, and Microsoft Office

Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company

Highly organized and detail-oriented

Preferred

Experience with AMS360 is a plus

Prior experience in insurance; commercial insurance is a plus

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!

Company

Marshall+Sterling

Marshall+Sterling helps you protect what you’ve built, and what comes next—through a legacy of expertise, personalized risk solutions, and a dedicated team—securing you with the confidence to succeed.

Founded in 1864