Assistant Client Service Specialist

  • MARSHALL & STERLING INC
  • Latham, New York
  • 10/12/2025
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+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


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Compensation details: 0 Hourly Wage



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