Client Service Specialist- Employee Benefits

Marshall & Sterling, Inc.; City of Poughkeepsie (NY); Hybrid; USD 48,000 - 53,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with match

PTO and holidays

ESOP

Life insurance

Job summary

Marshall+Sterling is hiring a Client Service Specialist for its Employee Benefits division in Poughkeepsie, NY. You will be the primary contact for clients and account managers, processing applications, quotes, and coverage updates while ensuring accuracy and compliance in all documentation.

The role requires an active insurance license and strong communication, detail-orientation, and organizational skills.

Qualifications

• Active Insurance License required.
• Life & Health license preferred.
• Experience in insurance or related customer service role.
• Knowledge of insurance products, underwriting, and policy processes.
• Proficiency with AI tools, task management systems, and Microsoft Office.
• Strong communication and interpersonal skills.
• High attention to detail and strong organizational skills.

Responsibilities

• Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
• Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
• Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
• Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
• Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
• Process claims and support clients through the claims process as needed.
• Maintain accurate and organized records of all client and carrier communications.

Skills

Strong communication

Attention to detail

Organizational skills

Customer service

Tools

Microsoft Office

AI tools

Task management systems

Job description

Client Service Specialist- Employee Benefits# Client Service Specialist- Employee BenefitsHybrid • Poughkeepsie Office - Poughkeepsie, NY 12601## OverviewSalary Range$47,500.00 - $52,500.00 HourlyPosition TypeFull Time## Client Service Specialist**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 are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.Responsibilities* Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.* Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.* Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.* Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.* Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.* Process claims and support clients through the claims process as needed.* Maintain accurate and organized records of all client and carrier communications.## Qualifications* Active Insurance License required* Life & Health license preferred* Prior experience in insurance or related customer service role* Working knowledge of insurance products, underwriting, and policy processes* Proficiency with AI tools, task management systems, and Microsoft Office.* Strong communication and interpersonal skills* High attention to detail and strong organizational skills**Total Rewards Package:****Compensation: $47,500 - $52,500, based experience.****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**