Client Service Specialist- Employee Benefits in Poughkeepsie, New York at Marshall & Sterling Inc

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 Poughkeepsie Office

We are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.

Responsibilities

• Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
• Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
• Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
• Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
• Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
• Process claims and support clients through the claims process as needed.
• Maintain accurate and organized records of all client and carrier communications.

• Active Insurance License required
• Life & Health license preferred
• Prior experience in insurance or related customer service role
• Working knowledge of insurance products, underwriting, and policy processes
• Proficiency with AI tools, task management systems, and Microsoft Office.
• Strong communication and interpersonal skills
• High attention to detail and strong organizational skills

Total Rewards Package:

Compensation: $47,500 - $52,500, based experience.

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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