Insurance Service Assistant

1 week ago


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

We 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 service to clients via phone and in-person.
  • Assist with administrative tasks, including data entry, filing, and record-keeping.
  • Work closely with our Client Service Specialists to provide support and assistance as needed.
  • Process transactions accurately and efficiently, ensuring timely completion and minimal errors.
  • Maintain accurate and up-to-date records, including client information and transaction history.
  • Participate in ongoing training and professional development to stay current on industry developments and best practices.
  • Collaborate with our team to achieve departmental goals and objectives.
Requirements:
  • 1+ year of experience in a customer-facing role, preferably in the insurance industry.
  • Strong organizational and time management skills, with ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues.
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook.
  • NYS insurance brokers license required within 1 year of hire.

Marshall & Sterling Inc is an equal opportunity employer and welcomes applications from diverse candidates. Salary range is $37,500 - $42,500, depending on experience and qualifications.



  • Schenectady, New York, United States Marshall & Sterling Inc Full time

    Assistant 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...


  • Schenectady, New York, United States Marshall & Sterling Inc Full time

    Job Title: Assistant Client Service SpecialistWe are seeking a highly organized and detail-oriented Assistant Client Service Specialist to join our team at Marshall & Sterling Inc. This role will provide exceptional service and administrative support to our department, ensuring seamless interactions with clients and internal stakeholders.Key...


  • Schenectady, New York, United States Marshall & Sterling Full time

    Job Title: Assistant Client Service SpecialistWe are seeking a highly organized and detail-oriented Assistant Client Service Specialist to join our team at Marshall & Sterling. As a key member of our client service team, you will provide exceptional support to our clients and internal stakeholders.Responsibilities:Provide administrative support to the client...


  • Schenectady, New York, United States Nikki Stone - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative at Nikki Stone - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesCustomer Relationship...


  • Schenectady, New York, United States Nikki Stone - State Farm Agent Full time

    Job OverviewJoin our team at Nikki Stone Agency as a Client Relations Specialist in the Insurance and Financial Services sector. We are dedicated to creating exceptional experiences for our clients, and we believe that your skills and passion for customer service will play a crucial role in our success.Key Responsibilities:Build and maintain strong...


  • Schenectady, New York, United States Marshall & Sterling Inc Full time

    We are seeking a highly skilled and detail-oriented Client Service Coordinator to join our team at Marshall & Sterling Inc. As an Assistant Client Service Specialist, you will play a critical role in providing exceptional service and administrative support to our department.Key Responsibilities:Assist with reception duties, ensuring a positive and...


  • Schenectady, New York, United States gpac Full time

    Personal Lines Account ManagerWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at GPAC. As a key member of our team, you will be responsible for managing a portfolio of personal lines insurance accounts, providing exceptional service to clients, and building strong relationships with them.Key...


  • Schenectady, New York, United States Mohawk Ambulance Service Full time

    Mohawk Ambulance Service is seeking a dedicated Operations Supervisor This pivotal supervisory role is accountable for the daily functions and management of the assigned ambulance service station. This essential position oversees the administrative and operational components of our ambulance service, ensuring adherence to industry standards and maintaining...


  • Schenectady, New York, United States Conifer Park Inc. Full time

    Job SummaryWe are seeking a highly skilled Insurance Precertification Technician to join our team at Conifer Park Inc. in Glenville, NY. As an insurance specialist, you will be responsible for verifying commercial and Medicaid insurance coverage for Intakes and reverifying benefits on patients once admitted.Key Responsibilities:Verify commercial and Medicaid...


  • Schenectady, New York, United States Broadview FCU Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Broadview FCU. As a key member of our Insurance Sales team, you will be responsible for selling and servicing insurance products to our members and customers.Key ResponsibilitiesGrow and Develop Insurance KnowledgeDevelop and maintain a high...


  • Schenectady, New York, United States Broadview FCU Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Broadview FCU. As a key member of our Insurance Sales team, you will be responsible for selling and servicing insurance products to our members and customers.Key ResponsibilitiesGrow and Develop Insurance KnowledgeDevelop and maintain a high...


  • 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...


  • Schenectady, New York, United States Marshall & Sterling Inc Full time

    {"title": "Sales and Service Representative", "subtitle": "Drive Sales and Growth at Marshall & Sterling Inc", "content": "As a Sales and Service Representative at Marshall & Sterling Inc, you will be responsible for driving sales and growth in commercial lines accounts. This role requires a sales-oriented individual with advanced communication skills and a...


  • Schenectady, New York, United States John Craig - State Farm Agency Full time

    Job Description**About the Role**We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Customer Service Sales Representative. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.Responsibilities:Establish and...


  • Schenectady, New York, United States Christina Lloyd - State Farm Agent Full time

    Job OverviewAs a valued member of our team at Christina Lloyd - State Farm Agent, we are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. This role is ideal for someone who enjoys working with the public and is passionate about providing exceptional customer service.Key ResponsibilitiesCustomer Relationship...


  • Schenectady, New York, United States Marshall & Sterling Inc Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales Executive to join our team at Marshall & Sterling Inc. As a Sales Executive, you will be responsible for aggressively pursuing and closing sales of new and existing commercial lines accounts, while retaining a book of commercial lines business.Key ResponsibilitiesAchieve minimum sales and...


  • Schenectady, New York, United States Victor Gaudin - State Farm Agent Full time

    Job OverviewVictor Gaudin - State Farm Agent is seeking a highly motivated and customer-focused professional to join their team as an Insurance Account Representative. As a key member of the team, you will play a crucial role in building and maintaining strong relationships with customers, promoting State Farm products, and driving business...


  • Schenectady, New York, United States New York State Civil Service Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The successful candidate will provide administrative support to the Employee and Labor Relations Office, ensuring the smooth operation of daily tasks and projects.Key ResponsibilitiesManage the Administrative Leave (AL) process, including accepting and...


  • Schenectady, New York, United States Broadview FCU Full time

    About the Role:As a member of the Insurance Sales team at Broadview FCU, you will play a crucial role in offering and selling insurance products and packages to our members and customers. You will be responsible for meeting or exceeding expected monthly and annual new sales targets while earning incentives for qualified submitted sales.Key...


  • Schenectady, New York, United States Allied Universal® Compliance and Investigations Full time

    Job DescriptionOverviewAllied Universal Compliance and Investigations is a leading provider of insurance claim investigation services. As a Surveillance Investigator, you will play a critical role in helping us advance our mission to deliver exceptional results to our clients.Job SummaryWe are seeking a highly skilled and experienced Surveillance...