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Assistant Client Service Specialist

Assistant Client Service Specialist

Marshall and Sterling IncLatham, NY, US
2 days ago
Job type
  • Full-time
Job description

Description :

We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include :

This role will be based out of Marshall+Sterlings Latham or Poughkeepsie New York Offices

  • Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
  • 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.

Requirements :

  • Proficiency with AI tools, task management systems, and Microsoft Office.
  • High School diploma or equivalent required
  • Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
  • Highly organized and detail-oriented.

    • Total Rewards Package :

    Compensation : $37,500 - $42,500, based on experience, education, and work location.

    Benefits : Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

    Employee Stock Ownership Program

    As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable :

  • Long-Term Rewards : The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
  • Collaborative & Engaged Culture : Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success.
  • No Out-of-Pocket Costs : Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

    • For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling

    MS24

    Compensation details : 37500-42500 Hourly Wage

    PI6cc466f17559-31181-38792618

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    Client Service Specialist • Latham, NY, US