Demo

Assistant Client Service Specialist (ACSS)

Marshall & Sterling Inc
Scotia, NY Full Time
POSTED ON 3/29/2025
AVAILABLE BEFORE 4/28/2025

Description :

  • This role may be based in any of the following branch locations : Scotia, Utica, Leeds or Saratoga, NY

We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include :

  • Assist with phone reception duties.
  • Work in conjunction with CSS and provide service to customers; copying, scanning, ordering MVRs, quoting, training to assist with various CSS duties.
  • Request loss runs and issue proof of insurance as requested.
  • Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with staff members.
  • Communicate with Supervisor / Manager any issues to ensure excellent customer service.
  • Document in management system, all conversations with clients and or carriers pertaining to coverages and exposures.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Adhere to established employee manual policies and guidelines.
  • Maintain confidentiality in all aspects of client, staff and agency information.
  • Perform other duties and projects as assigned.
  • Requirements :

  • Experience and knowledge of Microsoft Office programs.
  • Experience with AMS360 a plus
  • Prior experience in insurance; commercial insurance a plus.
  • NYS insurance Brokers license required within a year.
  • Positive attitude, works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company.
  • High level of organizational ability with attention to detail.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

    Salary Range is $37,500 - $42,500.

    The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

    PI42d5e137ad35-31181-34749413

    Salary : $37,500 - $42,500

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