What are the responsibilities and job description for the Client Service Specialist- Personal Lines 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 can be located in either our Poughkeepsie or Kingston Marshall Sterling 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
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
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
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 can be located in either our Poughkeepsie or Kingston Marshall Sterling 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
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 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.
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
Salary : $47,500 - $52,500