Client Service Specialist- Commercial Lines
Indexed description
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 will be based out of Marshall+Sterling's Latham 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.
- Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager.
- Underwrite individual risk situations to meet agency and carrier standards.
- Secure applications for coverage from Sales Executives, Account Managers, and/or clients.
- Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
- Address cancellation requests and assist in retaining accounts.
- Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals.
- Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures.
- Perform financial duties as directed by management.
- College degree preferred, high school diploma or equivalent required.
- Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
- Experience and knowledge of Microsoft Office programs.
- Experience with Vertafore a plus.
- Proven ability to exceed expectations.
- Appropriate state insurance licenses and continuing education required.
- Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
- Demonstrated ability to communicate effectively.
- High level of organizational ability with attention to detail.
Salary Range is $47,500 - $52,500.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.
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.
Create a free Caio profile to unlock the full index and keep your job-search signal for future recommendations.
Unlock free search