Assistant Client Services Specialist- Personal Lines

Marshall+Sterling; Latham (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

Paid time off (PTO)

13 paid holidays

Life insurance

Job summary

Marshall+Sterling, a 100% employee-owned insurance firm, is hiring an Assistant Client Service Specialist in its Latham office. You will provide superior service and administrative support to the department, handling client communications, policy quotes, MVR orders, and document processing.

Ideal candidates are highly organized, detail-oriented, with experience in personal insurance and familiarity with AMS360 and Microsoft Office.

Qualifications

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

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.

Skills

Positive attitude

Organized

Detail-oriented

Team player

Tools

AMS360

Microsoft Office

Task management systems

AI tools

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.

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 Latham 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 and coordinating administrative tasks.

• 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 personal 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.

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