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Client Service Specialist- Commercial Lines

Date Posted: May 21, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location 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: Jun 21, 2026
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Job Description

Overview

The Client Service Specialist for Commercial Lines at Marshall & Sterling Inc. is a client-focused role that emphasizes communication and relationship-building in the insurance industry. This position, based in Latham, NY, requires a licensed professional who is proactive in ensuring policy accuracy and contributing to account retention and growth.

Key responsibilities

  • Review policy coverage and identify areas for enhancement
  • Coordinate with the Account Manager
  • Underwrite individual risk situations
  • Secure applications for coverage from sales executives and clients
  • Review policies for accuracy and completeness
  • Address cancellation requests and assist in retaining accounts
  • Communicate with clients regularly to thank them for their business
  • Document all interactions regarding coverage and exposures
  • Perform financial duties as directed by management

Required skills

  • Property and Casualty Insurance license
  • Strong communication skills
  • 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
  • Attention to detail

What the company offers

  • Comprehensive benefits package including Medical, Dental, Vision
  • 401(k) with match
  • Generous Paid Time Off (PTO)
  • Thirteen paid holidays
  • Company-paid life insurance for employees and dependents
  • Employee assistance fund and programs
  • Wellness perks
  • Employee Stock Ownership Program

Skills Required

Company Overview

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

Marshall & Sterling Inc is a 100% employee-owned company that has been established since 1864. The company focuses on empowering clients to manage risks effectively, aiming to create a safer and more secure future. Innovation and collaboration are co... Read More

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