Client Service Specialist

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 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 Personal and Commercial 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 Equine 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.

Qualifications

• 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.

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.

For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling

#PGM26

Compensation details: 47500-52500 Yearly Salary

PIf8efe13896ef-29448-40794224