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Client Services Representative

1 week ago

West Point, New York, United States Marshall & Sterling Full time

**Job Summary:**

This is an exciting opportunity to join Marshall & Sterling as an Account Manager. In this role, you will play a vital part in managing designated accounts and/or Sales Executives' books of business.

**Responsibilities Include:**

  • Managing service timelines for designated accounts and/or Sales Executives' accounts.
  • Proactively contacting clients to set up appointments and coordinate stages of the timeline.
  • Being proficient with all value-added tools and resources.

**Required Skills and Qualifications:**

  • A high school diploma or equivalent required; college degree preferred.
  • Pursuing or already have an insurance-related designation.
  • Experience and knowledge of Microsoft Office programs.

**Benefits:**

  • A competitive salary range of $60,000 to $100,000 based on commission.
  • Ongoing training and development opportunities.
  • A dynamic work environment with a professional team.