Assistant Client Services Specialist- Personal Lines Job at Marshall & Sterling Inc, Latham, NY

  • Marshall & Sterling Inc
  • Latham, NY

Job Description


Position Title: Assistant Client Services Specialist- Personal Lines
Location: Hybrid • Latham Office - Latham, NY 12110
Salary Range: $19.23 - $21.79 Hourly

Overview

Salary Range

$19.23 - $21.79 Hourly

Description

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

#PGM26





Compensation details: 19.23-21.79 Hourly Wage

PI4aa8d6ec5695-38059-41022068

Job Tags

Hourly pay, Work at office

Similar Jobs

Ama

Environmental Consultant Job at Ama

 ...About Ama Every infrastructure project has to clear environmental compliance before it breaks ground. That work still runs on pen, paper, and billable hours. It is a major blocker for the physical world buildout. Ama orchestrates agents to complete physical world... 

Futran Tech Solutions Pvt. Ltd.

Aesthetic Nurse Practitioner Job at Futran Tech Solutions Pvt. Ltd.

 ...Aesthetic Nurse Practitioner job at Grand Rapids, MI /Holland, MI Position Overview Seeking an Experienced Nurse Practitioner with an interest in providing best-in-class patient care and clinical leadership. The position offers a rewarding opportunity for a driven... 

Providence Health and Services

Mental Health Counselor (Bachelor's) Job at Providence Health and Services

 ...career-boosting opportunities to take your career to the next level. At Providence, youll be part of a team whose members span the healthcare continuum, increase your expertise and skills, and be part of a collaborative Mission-driven culture that makes long-lasting... 

Blain's Farm & Fleet

Retail Manager Trainee Job at Blain's Farm & Fleet

 ...their career & enjoy a positive balance. As a family-owned retailer we take pride in offering a competitive benefit package designed...  .... Job Duties While participating in our Retail Management Training Program , you will experience hands-on training in all... 

Superior Court

Pro Tem Court Reporter Job at Superior Court

 ...DescriptionPRO TEM COURT REPORTER(Class Code 501C)The Superior Court of California, County of San Francisco, invites applications from Certified Court Reporters able to report in Realtime and work on an Intermittent or As-Needed basis. As-Needed employees will be contacted...