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CLIENT SERVICE SPECIALIST- Equisport
CLIENT SERVICE SPECIALIST- EquisportMarshall and Sterling Inc • Poughkeepsie, NY, US
CLIENT SERVICE SPECIALIST- Equisport

CLIENT SERVICE SPECIALIST- Equisport

Marshall and Sterling Inc • Poughkeepsie, NY, US
1 day ago
Job type
  • Full-time
Job description

Description :

We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Personal and Commercial insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in Equine Insurance, collaborating with internal teams to provide a seamless service experience.

This position will be based out of Marshall+Sterling's Poughkeepsie Offices

  • Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager.
  • Underwrite individual risk situations to meet agency and carrier standards.
  • Secure applications for coverage from Sales Executives, Account Managers, and / or clients.
  • Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
  • Address cancellation requests and assist in retaining accounts.
  • Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals.
  • Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures.
  • Perform financial duties as directed by management.

Requirements :

  • College degree preferred, high school diploma or equivalent required.
  • Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Proven ability to exceed expectations.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.

    • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

    Salary Range is $47,500 - $52,500.

    The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

    Compensation details : 47500-52500 Hourly Wage

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    Client Service Specialist • Poughkeepsie, NY, US