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Client Service Specialist- Commercial Lines

Date Posted: Jun 12, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Middletown, New York, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 10, 2026
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Job Description

Overview

Marshall & Sterling Inc is seeking a Client Service Specialist for their Commercial Lines division, based in Middletown, NY. This hybrid role is ideal for a licensed professional who is passionate about delivering exceptional service in the insurance sector and building strong client relationships while ensuring policy accuracy and contributing to account retention and growth.

Key responsibilities

  • Review policy coverage and identify areas for enhancement.
  • Underwrite individual risk situations to meet agency and carrier standards.
  • Secure applications for coverage from Sales Executives, Account Managers, and clients.
  • Review policies for accuracy and completeness, ensuring updates are made per workflow procedures.
  • Address cancellation requests and assist in retaining accounts.
  • Communicate regularly with clients to express appreciation and document interactions regarding coverage.
  • Perform financial duties as directed by management.

Required skills

  • Property and Casualty Insurance license
  • Prior experience in insurance lines of coverage
  • Fundamental rating and underwriting skills
  • Experience with Microsoft Office programs
  • Knowledge of Vertafore is a plus
  • High level of organizational ability with attention to detail
  • Effective communication skills

What the company offers

  • Employee-owned company culture
  • Inclusive culture built on integrity and people-first values
  • Opportunities for professional growth

Skills Required

Company Overview

Marshall & Sterling Inc
Poughkeepsie, New York, United States of America
8 Current Jobs Openings

Marshall & Sterling Inc is a provider of employee benefits and commercial insurance solutions. They are committed to building strong relationships with clients and delivering tailored insurance proposals. The company emphasizes collaboration and prof... Read More

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