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Marshall+Sterling · 20 hours ago

Assistant Client Service Specialist-BILINGUAL (SPANISH/ENGLISH)

Middletown, 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, including client communications and assistance in both English and Spanish to enhance the client experience.

FinanceProperty & Casualty InsuranceFinancial ServicesInsurance

Responsibilities

Supporting client communications

Coordinating administrative tasks

Assisting with interactions in both English and Spanish

Be a welcoming voice for incoming calls

Offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents

Support Client Service Specialists by assisting with customer requests

Maintaining smooth operations behind the scenes

Issue proof of insurance and request loss runs

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

Bilingual (Spanish/English)Proficiency with AI toolsTask management systemsMicrosoft OfficeAMS360Prior experience in insuranceHighly organizedPositive attitudeDetail-oriented

Required

Ability to communicate professionally in both English and Spanish

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

Highly organized and detail-oriented

Prior experience in insurance; commercial insurance is a plus

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

Preferred

Experience with AMS360

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

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