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 Marshall+Sterling's Employee Benefits division.
Responsibilities include:
- Be a welcoming voice for incoming calls and offer hands-on support with tasks like provide service to customers, invoicing, processing enrollments and terminations, copying, scanning, claims, billing, COBRA, etc.
- 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.
Requirements
- 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
MS24
Salary Description
$37,500 - $42,500paid on an hourly basis, biweekly