Client Services Assistant — ESOP Ownership & Impact

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

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.