Bilingual Insurance Client Service Assistant – ESOP

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

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.