Assistant Client Service Specialist- Commercial Lines

Marshall Sterling Investment Management Limited; City of Middletown (NY); On-site; USD 38,000 - 43,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Thirteen paid holidays

Job summary

Marshall+Sterling is recruiting an Assistant Client Service Specialist to provide superior service and administrative support. The role involves handling client communications, coordinating tasks, and ensuring an exceptional client experience, with fluency in English and Spanish for client support.

We offer a comprehensive rewards package including health benefits, 401(k) with match, generous PTO and holidays, life insurance, employee ESOP program, and ongoing professional development.

Qualifications

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Experience with AMS360 is a plus.
• Prior experience in insurance; commercial insurance is a plus.
• Highly organized and detail-oriented.

Responsibilities

• Support client communications and administrative tasks within the department.
• Quote policies, order MVRs, and process documents to support client needs.
• Assist Client Service Specialists and maintain smooth operations behind the scenes.
• Document all client and carrier communications regarding coverages and exposures.
• 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 when available.

Skills

AI Tools

Task Mgmt

MS Office

Insurance Experience

Tools

AMS360

Job description

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.

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.

This role will be based out of Marshall+Sterling’s Poughkeepsie Office

We’re hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience.

• This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams.
• 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.

Qualifications

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Experience with AMS360 is a plus
• 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.
• 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

• 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.

For more information on our culture and benefits, please visit us at : Careers | Marshall+Sterling

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