What are the responsibilities and job description for the Client Service Specialist- Employee Benefits 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 role will be based out of Marshall Sterling’s Poughkeepsie Office
We are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.
Responsibilities
Compensation: $47,500 - $52,500, 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
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 looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.
Responsibilities
- Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
- Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
- Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
- Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
- Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
- Process claims and support clients through the claims process as needed.
- Maintain accurate and organized records of all client and carrier communications.
- Active Insurance License required
- Life & Health license preferred
- Prior experience in insurance or related customer service role
- Working knowledge of insurance products, underwriting, and policy processes
- Proficiency with AI tools, task management systems, and Microsoft Office.
- Strong communication and interpersonal skills
- High attention to detail and strong organizational skills
Compensation: $47,500 - $52,500, 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.