Assistant Client Services Specialist- Personal Lines

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 Latham Office We’re hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications and coordinating administrative tasks.

• Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
• Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
• Issue proof of insurance and request loss runs to support our clients’ coverage needs.
• Document all client and carrier communications regarding coverages and exposures in the management system.
• Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims.
• Maintain required professional accreditations and participate in continuing education programs when available.
• Perform other duties and projects as assigned.

Qualifications

• Proficiency with AI tools, task management systems, and Microsoft Office.
• Experience with AMS360 is a plus
• Prior experience in personal insurance is a plus.
• Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
• Highly organized and detail-oriented.

Total Rewards Package 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.

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

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