Client Service Support Specialist for Personal Lines

2 weeks ago


Poughkeepsie, New York, United States Marshall & Sterling Full time
Job Type: Full-time

Overview:
This role is integral to the operations of Marshall & Sterling, focusing on delivering exceptional service and administrative assistance within the department.

Key Responsibilities:
  • Manage reception duties, including phone calls, mail handling, and various administrative tasks.
  • Collaborate with Client Service Specialists to ensure client satisfaction through tasks such as document management, payment processing, and client outreach regarding policy updates.
  • Execute transactions with precision, ensuring attention to detail to mitigate errors and omissions.
  • Generate and distribute Binders, ID Cards, and other essential documentation for insurance verification.
  • Foster and maintain professional relationships with colleagues and clients alike.
  • Compile and analyze daily reports and data downloads.
  • Record all interactions with clients and carriers in the management system, focusing on coverage discussions and exposure assessments.
  • Follow established workflows and guidelines to minimize the risk of errors and omissions claims.
  • Report any errors and omissions claims or potential issues promptly.
  • Adhere to company policies and employee manual guidelines.
  • Uphold confidentiality regarding all client, staff, and agency information.
  • Engage in additional duties and projects as assigned.
Qualifications:
Proficiency in Microsoft Office Suite is essential.
Familiarity with AMS 360 is advantageous.
A New York State insurance broker's license must be obtained within one year.
A positive demeanor and the ability to work collaboratively with others, including supervisors and external partners, are crucial.
Demonstrated organizational skills with a keen attention to detail are required.

Marshall & Sterling is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Salary Range: $37,500 - $42,500. The specific salary offered will be determined by various factors, including the candidate's relevant experience, education, and work location.

Salary Description: $37,500.00 - $42,500.00

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