MARSHALL & STERLING INC

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. Manage daily accounting and financial processes (payments, deposits, reconciliations) Record and track commissions Prepare and distribute financial reports Handle billing and invoicing, including resolving errors and coordinating collections. Support month-end and year-end processes (reconciliations, accruals, reporting) Assist with audits and compliance requirements Maintain accurate financial records and documentation Provide support to colleagues and contribute to projects as needed Build and maintain positive working relationships across the team Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation : $57,500-$62,500, based experience and education. 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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: 0 Hourly Wage PIe1c5393e4d68-4680

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in either our Poughkeepsie or Yorktown office, with the potential to work in a hybrid capacity. We're looking for a creative and detail-oriented Social Media Specialist to join our Marketing team! In this role, you'll help shape how Marshall+Sterling shows up online - telling our story, celebrating our people, and connecting with the communities we serve. From crafting standout content to analyzing what drives engagement, you'll play a key role in strengthening our brand presence across every platform. If you're passionate about storytelling, collaboration, and bringing fresh ideas to the table, we'd love to hear from you. Responsibilities: Lead the day-to-day management of our social media presence across LinkedIn, Facebook, Instagram, X, and emerging platforms - bringing Marshall+Sterling's brand and values to life through fresh, creative content. Plan, create, and schedule engaging posts, videos, and campaigns that drive awareness, connection, and growth within our communities. Partner with marketing and internal teams to capture photos and highlight employee stories, community moments, and initiatives that reflect our culture of ownership. Stay on top of social trends, hashtags, and industry conversations to keep our content current, authentic, and aligned with what audience's care about most. Connect with followers and employee-owners through comments, messages, and shares to foster genuine engagement and two-way communication. Monitor performance analytics to measure success, share insights, and recommend new ideas to strengthen our digital impact. Maintain consistent brand voice, visual standards, and compliance across every platform - while embracing creativity and innovation in execution. Take on additional projects and responsibilities as needed to support the marketing team and company initiatives. Requirements: Bachelor's degree in marketing, communications, or related field, or equivalent work experience. 2-4 years of managing social media platforms and creating social content on key platforms including Facebook, Instagram, LinkedIn, X, TikTok Strong writing, graphic design, photography, and video editing experience with an eye for detail and brand tone. Familiarity with social media management, content creation, and listening and reporting tools and platforms including Meta Business Suite, LinkedIn Campaign Manager, Adobe Creative Cloud, Canva, HubSpot, GA4. Knowledge of employee advocacy tools (e.g., GaggleAMP, EveryoneSocial), WordPress, Salesforce preferred. Experience in financial services or regulated industries also preferred. Total Rewards Package: Compensation: $60,000-75,000, 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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 : Marshall+Sterling- Careers MS24 PI0cea6b8d480a-5380

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+Sterling's 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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: 0 Hourly Wage PI23c3eb124d80-2618

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. 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 Property+Casualty 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 either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. 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. PI9e6c4c7f297a-4551

Description: Why Join Marshall + Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall + Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in our Poughkeepsie or Latham Office. At Marshall+Sterling, we're stronger together. As an Underwriting & Placement Specialist, you'll play a key role in supporting our Account Managers by coordinating renewals, managing carrier relationships, and ensuring our clients receive accurate, competitive benefit solutions. Submit daily marketing activity reports and pull monthly renewal lists for assigned Account Managers. Request updated rates, benefits, and carrier information quarterly to keep client data current. Maintain organized marketing spreadsheets, carrier comparison tools, and renewal presentations. Prepare and send renewal presentations and proposals on behalf of Account Managers Assist with quoting and marketing requests to support timely and accurate submissions Participate in carrier meetings, staying informed on updates to ensure presentations and plans reflect current offerings. Collaborate with your Manager and team to maintain exceptional client service, compliance, and confidentiality. Requirements: College degree preferred, high school diploma or equivalent required. Agency or company background in Employee Benefits. Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint. Experience with Vertafore a plus. Appropriate state insurance licenses and continuing education preferred. 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. Total Rewards Package: Compensation: $40,000 to $50,000 based on demonstrated sales experience and measurable achievements. 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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 : Marshall+Sterling Career MS24 Compensation details: 0 Yearly Salary PI314aae95e59b-7615

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Requirements: A four-year college degree in business or related field Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C brokers license. 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. The salary range for this position is $60,000 to $100,000, negotiable and based on commission. 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: 00 Yearly Salary PIf03b5-

Description: We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! M&S 24 and LNK Compensation details: 00 Yearly Salary PIff0bbf9bae46-7366

Description: We are seeking a dynamic and results-driven Licensed Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position will be based out of Marshall+Sterling's Yorktown Heights office. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000+, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24, LNK Compensation details: 00 Yearly Salary PIca23d49b4f0b-5453

Description: We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be based out of any of Marshall+Sterling's Group Benefits offices. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24 and LNK Compensation details: 00 Yearly Salary PIc175c5-

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Transmit daily positive pay files to the bank and track daily balances in the operating account. Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively. Support Senior Financial Service Specialist to ensure team success Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear. Ensure accuracy and clarity by reconciling bank statements and applying customer payments - your attention to detail helps keep our operations running smoothly. Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions. Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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 , based experience and education. MS24 Compensation details: 0 Yearly Salary PI024284e36fd3-2062

Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. 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. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. 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. The annual salary range is $100,000-$250,000 negotiable and based on commission. 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: 00 Yearly Salary PI824703d574cf-0709

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based in Capital Region. We are seeking an experienced and highly organized Paraplanner to join our team. The Paraplanner will provide support to financial advisors by preparing financial plans and analysis and gathering client data. The successful candidate will work independently and be highly organized while maintaining strict attention to detail. Prepare financial plans and provide analysis and recommendations Work closely with advisors to facilitate effective client meetings and planning sessions Interact regularly with clients and respond to client inquiries Gather client data, including risk tolerance and financial goals Input client data into financial planning software and CRM (E-Money and Redtail respectively) Maintain client records and ensure compliance Assist with new business development and marketing efforts Complete continuing education as required Requirements: Bachelor's degree in finance, economics, accounting, or related field 5+ years of experience in financial planning and analysis required CFP or equivalent preferred but not required FINRA licenses preferred but not required NYS insurance licenses preferred but not required Excellent research, analytical, and problem-solving skills Exceptional verbal and written communication skills Able to work independently and meet deadlines Knowledge of financial planning software (preferably E-Money) Proficiency in Microsoft Office Suite Valid driver license and acceptable driving record Total Rewards Package: Compensation: $65,000 - $75,000, Non-Exempt, based experience. 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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 Compensation details: 0 Yearly Salary PIce1ce608fb9a-4156

Description: Provide superior service and administrative support for department. Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, when necessary. Work in conjunction with Customer Service Representative or Sr. Customer Service Representative and provide service to customers, processing endorsements, copying, scanning, ordering MVR's, physical damage inspections, etc. Request loss runs and issue binders, identification cards, certificates of insurance and requests for proof of insurance. Retrieve documents from carrier websites and file in Image Right. Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure. Assist in follow up of outstanding claims in accordance with agency guidelines. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Communicate with Supervisor/Manager any issues to ensure excellent customer service. Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff, and agency information. If not already licensed, pursue, and receive P & C license within first year of employment. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. High level of organizational ability with attention to detail. 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. Salary Range is $37,500 - $42,500. The salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. 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. MS24 Compensation details: 0 Yearly Salary PIcd2fbae5-

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Transmit daily positive pay files to the bank and track daily balances in the operating account. Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively. Support Senior Financial Service Specialist to ensure team success Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear. Ensure accuracy and clarity by reconciling bank statements and applying customer payments - your attention to detail helps keep our operations running smoothly. Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions. Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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 , based experience and education. Compensation details: 0 Yearly Salary PIcc4d39d5cbf3-2062

Description: Provide a wide variety of administrative and financial duties and support for the financial department. Process daily close day. Track daily balance in operating account. Record direct bill commissions. Remit branch company statements and invoices. Remit operational expenses. Process payments in upload account from Poughkeepsie branch. Process downstate month end. Run monthly reports. Reconcile bank statements. Remit monthly account current payments. Apply customer payments. Communicate billing errors to other branches. Track missing DBL commissions. Set up monthly and annual accruals. Track vendor 1099's. Control inventory of old files kept with Iron Mountain. Control stationary inventory. Provide monthly reports to each downstate branch manager. Track annual fixed assets. Work with financial auditors. Re-invoice group commissions. Back up for Master Risk financing. Calculate quarterly branch service charges. Review all invoicing for errors. Report clients to collection agency. Handle company correspondence. Deposit contingency money. Handle e-check and credit card payments. Import monthly direct bill statements for some companies. Process annual ELANY taxes and fees. Remit VI estimated monthly taxes. Set up GL codes as needed. Deposit group commission and filter statements to Yorktown. Scan bank deposits via remote scanner. Issue a stop payment when necessary. Process NSF payments. Process daily positive pay exceptions. Submit wire transfers through Scotia bank for STT & STC. Mentor and assist others in the department as needed. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff, and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. 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 is $57,500-$62,500 annually based on experience. 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. MS24 PIba1341fc5e43-4680

Description: Why Join Marshall + Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall + Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position can be based out of Marshall+Sterling's Poughkeepsie Office. The Recruiter plays a strategic role in our company by sourcing, attracting and hiring top-performing talent who will drive our continued growth. The focus will be to recruit, attract and hire Account Managers and Mid-Level Managers. The ideal candidate will collaborate with hiring managers to understand the specific needs of the role, understand the business needs and develop innovative recruitment strategies, to ensure a seamless candidate experience. Develop and execute overall recruiting strategies to attract top talent. Source, engage, and build relationships with candidates through databases, social media, and networking referrals. Screen applicants, schedule interviews, and support senior leadership in the hiring process. Provide guidance throughout recruitment to ensure objective and effective hiring decisions. Track and maintain employee records to measure hiring success and identify future opportunities. Stay informed on industry trends and best practices to continuously improve recruitment strategies. Uphold confidentiality, professional standards, and agency policies while performing assigned duties. Requirements: Minimum 5 years of recruitment or related experience, with strong communication, interpersonal, and relationship-building skills. College degree preferred; high school diploma or equivalent required. Knowledge of HR databases, recruitment strategies, labor laws, and proficiency in Microsoft Office; experience with HireEZ and iHire a plus. Holds appropriate state insurance licenses and maintains required continuing education. Highly organized, detail-oriented, and able to work professionally with colleagues, leadership, and external partners. Total Rewards Package: Compensation: $70,000 - $80,000, 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. Here's 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 company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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: 0 Yearly Salary PI97317f9820e9-7635

Description: We are seeking a dynamic and results-driven Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position is hybrid and can be based out of any Marshall+Sterling Group Benefits Office. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Requirements: Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's 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. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! MS24 and LNK Compensation details: 00 Yearly Salary PI4e78ea235bea-4684

Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. 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. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. 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. The annual salary range is $100,000-$250,000 negotiable and based on commission. 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: 00 Yearly Salary PIaaa6c5-

Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Poughkeepsie Offices. 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. 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: 0 Hourly Wage PI54796bb7657c-6710