Assistant Client Service Specialist- Commercial Lines at Marshall & Sterling Inc

Position Assistant Client Service Specialist- Commercial Lines
Posted 18 Aug 2026
Expired 17 Sep 2026
Company Marshall & Sterling Inc
Location Poughkeepsie | US
Job Type Full Time

Job Description:

Latest job information from Marshall & Sterling Inc for the position of Assistant Client Service Specialist- Commercial Lines. If the Assistant Client Service Specialist- Commercial Lines vacancy in Poughkeepsie matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Marshall & Sterling Inc for the position of Assistant Client Service Specialist- Commercial Lines below matches your qualifications.


Position Title: Assistant Client Service Specialist- Commercial Lines
Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601
Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly
Description

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 businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.

Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role will be based out of Marshall+Sterling's Poughkeepsie Office

We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience .

  • This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams.
  • Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
  • Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
  • Issue proof of insurance and request loss runs to support our clients' coverage needs.
  • Document all client and carrier communications regarding coverages and exposures in the management system.
  • Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims.
  • Maintain required professional accreditations and participate in continuing education programs when available.
  • Perform other duties and projects as assigned.
Qualifications
  • Proficiency with AI tools, task management systems, and Microsoft Office.
  • Experience with AMS360 is a plus
  • Prior experience in insurance; commercial insurance is a plus.
  • Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
  • Highly organized and detail-oriented.

Total Rewards Package:

Compensation: $37,500 - $42,500, based on experience, education, and work location.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:

  • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.
  • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.
  • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling

Compensation details: 0 Hourly Wage

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Job Info:

  • Company: Marshall & Sterling Inc
  • Position: Assistant Client Service Specialist- Commercial Lines
  • Work Location: Poughkeepsie
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Assistant Client Service Specialist- Commercial Lines at the office Poughkeepsie above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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