Insurance Client Service Specialist (ESOP)

Marshall+Sterling; Fort Lauderdale (FL); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid Time Off

13 paid holidays

Life Insurance

Employee Assistance Program

Wellness perks

Job summary

Marshall+Sterling in Fort Lauderdale, FL invites a licensed Client Service Specialist to join our insurance team. You will support personal and commercial clients, ensure policy accuracy, and contribute to retention and growth while collaborating with internal partners.

Requires 5+ years in Personal Lines, active Florida 4-40 license (2-20 preferred), and strong organizational skills. We value teamwork, reliability, and customer-focused service in a thriving ESOP environment.

Qualifications

• 5+ years of Personal Lines experience.
• Active Florida 4-40 license required (2-20 preferred).
• High level of organizational ability with attention to detail.
• Ability to be part of a team.
• Experience with rating, underwriting and procedural skills.
• Experience with AMS360 / Image Right.

Responsibilities

• Underwrite individual risk situations to ensure they meet agency standards and those of the insurance companies we represent.
• Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent.
• Manage all account transactions including endorsements, binders, cancellations & correspondence.
• Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures.
• Secure applications from Account Manager or Sales Executives for all coverages including price quotations and comparisons for the companies we represent.
• Request loss runs, issue binders, ID cards, certificates of insurance & evidence of property.
• Timely follow up on company/clients suspense/diaries.
• Keep abreast of change in the insurance industry.
• Maintain professional accreditation.
• Build favorable work relationships.
• Maintain confidentiality.

Skills

Personal Lines

Client Service

Tools

AMS360 / Image Right

Job description

Marshall+Sterling in Fort Lauderdale, FL invites a licensed Client Service Specialist to join our insurance team. You will support personal and commercial clients, ensure policy accuracy, and contribute to retention and growth while collaborating with internal partners.

Requires 5+ years in Personal Lines, active Florida 4-40 license (2-20 preferred), and strong organizational skills. We value teamwork, reliability, and customer-focused service in a thriving ESOP environment.