Client Service Specialist Claims

## **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 out of Marshall+Sterling’s Poughkeepsie Office** 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. Provide superior service & serve as the point contact for our insured’s - Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent - Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent - Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. - Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures - Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent - Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property - Timely follow up on company/clients suspense/diaries - Keep abreast of change in the insurance industry - Maintain professional accreditation - Build favorable work relationships - Maintain confidentiality - 5+ years of Commercial Lines Experience - NY State P&C Broker License required - High level of organizational ability with attention to detail - Ability to be part of a team - Experience w/rating, underwriting and procedural skills - Experience with AMS360 / Image Right 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. **Total Rewards Package:** **Compensation:** $47,500 - $52,500 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 commit…