Apply on Employer Site

Marshall+Sterling · 4 weeks ago

CLIENT SERVICE SPECIALIST

Latham, NY

Full-time

Onsite

New Grad, Entry Level

$48K/yr - $52K/yr

Marshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk. They are seeking a licensed Client Service Specialist to build strong client relationships, ensure policy accuracy, and support account retention and growth in the insurance industry.

Financial ServicesInsurance

Responsibilities

Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager

Underwrite individual risk situations to meet agency and carrier standards

Secure applications for coverage from Sales Executives, Account Managers, and/or clients

Review policies for accuracy and completeness, ensuring updates are made per workflow procedures

Address cancellation requests and assist in retaining accounts

Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals

Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures

Perform financial duties as directed by management

Qualification

Property+Casualty Insurance licenseInsurance underwritingMicrosoft OfficeVertaforeCommunication skillsOrganizational ability

Required

High school diploma or equivalent required

Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills

Experience and knowledge of Microsoft Office programs

Proven ability to exceed expectations

Appropriate state insurance licenses and continuing education required

Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner

Demonstrated ability to communicate effectively

High level of organizational ability with attention to detail

Preferred

College degree preferred

Experience with Vertafore a plus

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

Poughkeepsie, New York, USA

501-1000 employees

https://www.marshallsterling.com/

Funding

Current Stage

Late Stage

Leadership Team

Eric Diamond

President & CEO

Frank Smith, CPA, VP

Chief Financial Officer

Recent News

Seattle TechFlash

Marshall & Sterling promotes leader, consolidates Capital Region offices

2025-05-08

Company data provided by crunchbase