What are the responsibilities and job description for the Assistant Client Service Specialist position at Marshall+Sterling?
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 in a hybrid capacity or out of Marshall Sterling's Birmingham, MI; Hartland, WI; Warrenton, VA; Wellington, FL; or Poughkeepsie Office.
We’re hiring an Assistant Client Service Specialist to provide exceptional service and administrative support for our Equisport team. In this role, you’ll support clients within our Equine Insurance practice and collaborate with internal teams to deliver a seamless, high-quality service experience.
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
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 in a hybrid capacity or out of Marshall Sterling's Birmingham, MI; Hartland, WI; Warrenton, VA; Wellington, FL; or Poughkeepsie Office.
We’re hiring an Assistant Client Service Specialist to provide exceptional service and administrative support for our Equisport team. In this role, you’ll support clients within our Equine Insurance practice and collaborate with internal teams to deliver a seamless, high-quality service experience.
- Deliver high-quality administrative and client service support to the Equisport team, ensuring a seamless experience for equine insurance clients.
- Support policy lifecycle activities including invoicing, endorsements, policy processing, and documentation management (scanning, filing, and record accuracy).
- Respond promptly to client and internal requests, including certificates of insurance, ID cards, proof of coverage, and loss runs.
- Assist with claims intake and follow-up, ensuring timely and accurate documentation in accordance with agency procedures.
- Maintain accuracy and attention to detail across all transactions to minimize errors and ensure compliance with agency standards and E&O risk guidelines.
- Collaborate effectively with Customer Service Specialists and internal teams, communicating proactively to resolve issues and support client needs.
- College degree preferred; high school diploma or equivalent required.
- Proficiency in Microsoft Office programs and comfort leveraging AI tools to enhance productivity and accuracy.
- Experience with Vertafore or similar agency management systems is a plus.
- Strong organizational skills with a high level of attention to detail and accuracy.
- Ability to work effectively in a team environment and maintain professional relationships with colleagues, leadership, and external partners.
- Clear and effective written and verbal communication skills.
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.
Salary : $37,500 - $42,500