Marshall & Sterling Inc logo
Marshall & Sterling Inc1 week ago

Client Service Specialist- Commercial Lines

$47,500–$52,500 year

Hybrid · Middletown, New York, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Licensed insurance professional sought as Client Service Specialist- Commercial Lines to review policy coverage, underwrite individual risk, secure applications for coverage from Sales Executives/Account Managers/clients, and ensure policy accuracy and completeness. The role emphasizes client communication, account retention and growth, handling cancellations, and supporting referrals. Requires strong communication, organization, and collaboration with internal teams; proficiency in Microsoft Office and experience with Vertafore are a plus. College degree is preferred but a high school diploma or equivalent is required; appropriate state insurance licenses and continuing education are required. The position is based in Middletown, NY with a hybrid work arrangement.

Required Qualifications

  • 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
  • Appropriate state insurance licenses and continuing education required
  • Demonstrated communication and organizational skills
  • Ability to review policy coverage, ensure accuracy, and coordinate with Account Manager
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$48k – $53k / yr

Client Service Specialist- Commercial Lines · Marshall & Sterling Inc

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