Insurance Service Assistant

4 days ago


Schenectady, New York, United States Marshall & Sterling Full time
Job Title: Assistant Client Service Specialist

We are seeking a highly organized and detail-oriented Assistant Client Service Specialist to provide exceptional support to our team.

Responsibilities:
  • Assist with phone reception duties and provide excellent customer service to clients.
  • Work closely with the Client Service Specialist team to provide support and assistance with various duties.
  • Request loss runs and issue proof of insurance as requested by clients.
  • Process transactions carefully and accurately to minimize errors and omissions exposure.
  • Maintain professional accreditation and participate in continuing education programs to stay up-to-date with industry standards.
  • Build and maintain positive relationships with staff members and communicate effectively with supervisors and managers.
  • Document all conversations with clients and carriers in our management system.
  • Adhere to workflow procedures and guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
Requirements:
  • Experience with Microsoft Office programs and a plus if you have experience with AMS360.
  • Prior experience in the insurance industry, particularly in commercial insurance, is a plus.
  • NYS insurance brokers license is required within a year.
  • Positive attitude, excellent communication skills, and ability to work effectively with others.
  • High level of organizational ability with attention to detail.

We are an equal opportunity employer and welcome applications from all qualified candidates. The salary range for this position is $37,500 - $42,500, and the specific salary offered may be influenced by factors such as relevant experience, education, and work location.



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