Employee Benefits Client Service Specialist - Hybrid

Marshall Sterling Investment Management Limited; 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

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.