Client Service Support Specialist

3 days ago


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

We are seeking a highly skilled Assistant Client Service Specialist to join our team at Marshall & Sterling Inc.

This role is an excellent opportunity for individuals who are passionate about providing exceptional customer service and administrative support.

Job Description

As an Assistant Client Service Specialist, you will be responsible for:

  • Providing phone reception duties with a high level of professionalism.
  • Working in conjunction with CSS staff to deliver outstanding customer service; assisting with various tasks such as copying, scanning, ordering MVRs, quoting, and training.
  • Requesting loss runs and issuing proof of insurance as requested by clients.
  • Processing transactions carefully to minimize errors and omissions exposure.
  • Maintaining professional accreditation necessary to meet agency standards.
  • Participating in continuing education programs to enhance your skills and knowledge.
  • Building and maintaining positive working relationships with staff members.
  • Communicating with Supervisors/Managers on any issues to ensure excellent customer service.
  • Documenting conversations with clients and carriers regarding coverages and exposures in our management system.
  • Following established workflow procedures and guidelines to reduce the risk of E&O claims.
  • Promptly reporting all E&O claims and potential E&O claims.
  • Adhering to employee manual policies and guidelines.
  • Maintaining confidentiality in all aspects of client, staff, and agency information.


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