Insurance Service Assistant

5 days ago


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

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.
Requirements:
  • 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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