CLIENT SERVICE SPECIALIST- Equisport
2 weeks ago
Description:
We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Personal and Commercial insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in Equine Insurance, collaborating with internal teams to provide a seamless service experience.
This position will be based out of Marshall+Sterling's Poughkeepsie Offices
- Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager.
- Underwrite individual risk situations to meet agency and carrier standards.
- Secure applications for coverage from Sales Executives, Account Managers, and/or clients.
- Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
- Address cancellation requests and assist in retaining accounts.
- Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals.
- Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures.
- Perform financial duties as directed by management.
- College degree preferred, high school diploma or equivalent required.
- Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
- Experience and knowledge of Microsoft Office programs.
- Experience with Vertafore a plus.
- Proven ability to exceed expectations.
- Appropriate state insurance licenses and continuing education required.
- Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
- Demonstrated ability to communicate effectively.
- High level of organizational ability with attention to detail.
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.
Salary Range is $47,500 - $52,500.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
Compensation details: 0 Hourly Wage
PId4fe5-
-
CLIENT SERVICE SPECIALIST
4 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
-
CLIENT SERVICE SPECIALIST
6 days ago
Poughkeepsie, NY, United States Marshall & Sterling Full timeWhy Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect...
-
CLIENT SERVICE SPECIALIST
1 week ago
Poughkeepsie, NY, United States Marshall & Sterling Full timeWhy Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect...
-
CLIENT SERVICE SPECIALIST
2 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
-
CLIENT SERVICE SPECIALIST
8 hours ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
-
Assistant Client Service Specialist
4 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Latham or Poughkeepsie New York Offices Support Client Service Specialists by assisting with customer requests and maintaining smooth...
-
Assistant Client Service Specialist
2 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Latham or Poughkeepsie New York Offices Support Client Service Specialists by assisting with customer requests and maintaining smooth...
-
Financial Services Specialist
4 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
-
Financial Services Specialist
2 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
-
Financial Services Specialist
2 days ago
Poughkeepsie, NY, United States Marshall and Sterling Full timeDescription: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and...
