Client Service Representative

4 days ago

San Francisco, California, United States Marshall & Sterling Inc Full time
Job Summary

We are seeking a highly organized and detail-oriented Assistant Client Service Specialist to join our team at Marshall & Sterling Inc. As a key member of our department, you will provide exceptional service and administrative support to our clients and internal teams.

Key Responsibilities
  • Phone Reception Duties: Answer and direct phone calls, respond to voicemails, and provide general administrative support.
  • Customer Service: Collaborate with our Client Service Specialists to provide top-notch service to our clients, including copying, scanning, ordering MVRs, quoting, and training on various duties.
  • Transaction Processing: Process transactions accurately and efficiently, paying close attention to detail to minimize errors and omissions exposure.
  • Record Keeping: Maintain accurate and up-to-date records in our management system, including conversations with clients and carriers.
  • Continuing Education: Participate in ongoing education programs to stay current on industry developments and best practices.
  • Team Collaboration: Build and maintain positive working relationships with staff members, communicating effectively and professionally.
  • Confidentiality: Maintain confidentiality in all aspects of client, staff, and agency information.
  • Additional Duties: Perform other tasks and projects as assigned by management.
Requirements
  • Technical Skills: Proficiency in Microsoft Office programs, with experience in AMS360 a plus.
  • Insurance Knowledge: Prior experience in the insurance industry, with commercial insurance experience a plus.
  • Licensing: NYS insurance brokers license required within a year.
  • Soft Skills: Positive attitude, excellent communication and organizational skills, and ability to work effectively in a team environment.
What We Offer

Marshall & Sterling Inc. is an equal opportunity employer, committed to diversity and inclusion. We offer a competitive salary range of $37,500 - $42,500, influenced by factors such as relevant experience, education, and work location.

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