Insurance Service Assistant
5 days ago
We are seeking a highly skilled and detail-oriented Assistant Client Service Specialist to join our team at Marshall & Sterling. As a key member of our department, you will provide exceptional service and administrative support to our clients and colleagues.
Key Responsibilities:- Assist with phone reception duties and provide top-notch service to our clients.
- Work closely with our Client Service Specialists to provide support and assistance with various duties, including copying, scanning, ordering MVRs, quoting, and training.
- Request loss runs and issue proof of insurance as needed.
- Process transactions with precision and attention to detail to minimize errors and omissions exposure.
- Maintain professional accreditation and participate in continuing education programs to stay up-to-date on 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.
- Adhere to established employee manual policies and guidelines.
- Maintain confidentiality in all aspects of client, staff, and agency information.
- Experience with Microsoft Office programs.
- Experience with AMS360 a plus.
- Prior experience in insurance, with commercial insurance a plus.
- NYS insurance Brokers license 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 offer a competitive salary range of $37,500 - $42,500, influenced by factors such as relevant experience, education, and work location. We are an equal opportunity employer and welcome applications from all qualified candidates.
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Insurance Service Assistant
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Schenectady, New York, United States Marshall & Sterling Inc Full timeAssistant Client Service SpecialistWe are seeking a highly organized and detail-oriented Assistant Client Service Specialist to provide exceptional support to our team. As a key member of our operations team, you will play a critical role in ensuring seamless customer service and administrative support.Key Responsibilities:Provide exceptional customer...
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Schenectady, New York, United States Marshall & Sterling Inc Full timeAssistant Client Service SpecialistWe are seeking a highly organized and detail-oriented Assistant Client Service Specialist to provide exceptional support to our team. As a key member of our operations team, you will play a critical role in ensuring the smooth delivery of our services to our clients.Key Responsibilities:Provide administrative support to the...
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Schenectady, New York, United States Marshall & Sterling Inc Full time{"title": "Sales and Service Representative", "subtitle": "Drive Business Growth and Customer Satisfaction", "content": "As a Sales and Service Representative at Marshall & Sterling Inc, you will be responsible for driving business growth and customer satisfaction by pursuing and closing sales of new and existing commercial lines accounts. You will work...
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