Licensed Insurance Client Concierge

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

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.