Client Service Specialist- Personal Lines in Poughkeepsie, New York at Marshall & Sterling Inc

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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

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

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