Insurance Client Service Representative

3 days ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Title: Insurance Client Service Specialist

We are seeking a highly skilled and motivated Insurance Client Service Specialist to join our team at Marshall & Sterling Inc. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities:
  • Provide timely and accurate responses to client inquiries and requests
  • Support the Account Management team in delivering exceptional client service and support
  • Review policy coverage and identify areas for enhancement and upgrading
  • Underwrite individual risk situations to ensure compliance with agency standards and insurance company requirements
  • Manage account transactions, including endorsements, binders, certificates, cancellations, and correspondence
  • Review policies for accuracy and completeness, and update systems accordingly
  • Communicate with clients on a regular basis to thank them for their business and address any concerns
  • Document all conversations with clients and carriers in our system
  • Participate in continuing education programs to stay up-to-date on industry developments and best practices
Requirements:
  • College degree preferred, high school diploma or equivalent required
  • Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills
  • Experience with Microsoft Office programs and Vertafore a plus
  • Proven ability to exceed expectations and work effectively with others
  • Appropriate state insurance licenses and continuing education required

We offer a competitive salary range of $47,500 - $52,500, depending on experience and qualifications. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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