Client Service Specialist Position for Insurance Coverage Expertise

4 days ago


Schenectady, New York, United States Marshall + Sterling Inc Full time
Job Overview

We are seeking an experienced Client Service Specialist to join our P+C Upstate Division at Marshall + Sterling Inc. This role offers the opportunity to provide exceptional service to clients and support the growth objectives of our agency.

About the Role

The successful candidate will be responsible for providing excellent service to clients by promptly responding to their inquiries and addressing their individual needs for insurance coverage. Key responsibilities include reviewing policy coverage, identifying areas for enhancement and upgrading, and coordinating with Account Managers.

In addition, the Client Service Specialist will underwrite individual risk situations to ensure they meet agency standards and those of the insurance companies we represent. The ideal candidate will possess prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills.

This is a dynamic role that requires strong organizational ability, attention to detail, and effective communication skills. The Client Service Specialist will work closely with the Account Management team to provide service and support to our clients.

Key Responsibilities

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