Marshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk effectively. The Assistant Client Service Specialist will provide superior service and administrative support, ensuring an exceptional client experience through effective communication and coordination of tasks.

Responsibilities

• Supporting client communications
• Coordinating administrative tasks
• Help ensure an exceptional client experience
• 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

Skills

• Ability to communicate professionally in both English and Spanish
• Proficiency with AI tools, task management systems, and Microsoft Office
• 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
• Experience with AMS360

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
• 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.

Company Overview