Client Service Specialist

Marshall+Sterling; City of Middletown (NY); On-site; USD 48,000 - 53,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

PTO & holidays

Life insurance

Employee assistance fund

Wellness perks

ESOP program

Job summary

Marshall+Sterling is seeking a licensed, client-focused Client Service Specialist for its Poughkeepsie office. You will support personal or commercial insurance, build client relationships, and ensure policy accuracy while collaborating with internal teams to deliver a seamless service experience.

Key duties include reviewing coverage, underwriting, securing applications, and documenting interactions. A proactive professional with strong communication and organizational skills will thrive here.

Qualifications

• Active insurance license preferred.
• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Experience in insurance lines and underwriting is helpful.

Responsibilities

• Review policy coverage, identify improvements, and coordinate with the Account Manager.
• Underwrite risk to meet agency and carrier standards.
• Secure applications for coverage from Sales Executives and clients.
• Audit policies for accuracy and update per procedures.
• Address cancellation requests and aid retention.
• Treat service contacts as opportunities for account growth.
• Document all client interactions regarding coverage and exposures.
• Perform financial duties as directed by management.

Skills

Strong communication

Customer service

Organization

Team collaboration

Education

College degree preferred / HS diploma or equivalent

Tools

Microsoft Office

Vertafore

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 position will be based out of Marshall+Sterling's Poughkeepsie Office.

We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience.

• 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.

Qualifications

• Insurance License (Active preferred)
• College degree preferred, 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.
• Experience with Vertafore a plus.
• 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant 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

• 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, based experience and education. #PGM26