Client Services Associate

6 days ago


Glens Falls, New York, United States Marshall & Sterling Inc Full time
About the Role

We are seeking a highly skilled and detail-oriented Assistant Client Services Specialist to join our team at Marshall & Sterling Inc. As a key member of our department, you will be responsible for providing exceptional service and administrative support to our clients and staff.

Key Responsibilities
  • Assist with phone reception duties and provide superior service to customers
  • Work in conjunction with our Client Services Specialists to provide service to customers, including copying, scanning, ordering MVRs, quoting, and training
  • Build and maintain a favorable and professional work relationship with staff members
  • Communicate with Supervisors/Managers any issues to ensure excellent customer service
  • Document in our management system all conversations with clients and/or carriers pertaining to coverages and exposures
  • Adhere to workflow procedures and follow 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
  • Perform other duties and projects as assigned
Requirements
  • Experience and knowledge of Microsoft Office programs
  • Commercial insurance experience a plus
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status

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