Demo

Assistant Client Services Specialist

MARSHALL & STERLING INC
Hartland, WI Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

Description :

Provide superior service and administrative support for department.

  • Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on of

administrative functions, mail, phone, receptionist, backup etc.

  • Work in conjunction with Customer Service Specialist or Sr. Customer Service Specialist and provide service to
  • customers; invoicing, payment reminders, processing endorsements, checking in policies, copying, scanning, etc.

  • Request loss runs, identification cards, certificates of insurance and requests for proof of insurance.
  • Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and
  • omissions exposure.

  • Assist in entering claims and follow up of outstanding claims in accordance with agency guidelines.
  • Assist in the completion of monthly reports.
  • 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 other staff members.
  • Communicate with Supervisor / Manager any issues to ensure excellent customer service.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Adhere to established employee manual policies and guidelines.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff and agency information.
  • Perform other duties and projects as assigned.
  • Requirements :

  • College degree preferred, high school diploma or equivalent required.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • High level of organizational ability with attention to detail.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • 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.

    Compensation details : 37500-42500 Yearly Salary

    PI09b02eef1199-25405-34850725

    Salary : $37,500 - $42,500

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Assistant Client Services Specialist?

    Sign up to receive alerts about other jobs on the Assistant Client Services Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $51,050 - $68,081
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $35,979 - $45,091
    Income Estimation: 
    $41,527 - $53,091
    Income Estimation: 
    $41,527 - $53,091
    Income Estimation: 
    $47,809 - $60,449
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $98,363 - $136,806
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at MARSHALL & STERLING INC

    MARSHALL & STERLING INC
    Hired Organization Address Scotia, NY Full Time
    Description : This opportunity is open to all employee-owners with minimum one year of service with M S at our upstate l...
    MARSHALL & STERLING INC
    Hired Organization Address Shokan, NY Full Time
    About Us: We are a dynamic insurance agency dedicated to delivering exceptional services to our clients. Sales Opportuni...
    MARSHALL & STERLING INC
    Hired Organization Address Shokan, NY Full Time
    Job Description: Company Overview: Marshall & Sterling Inc is a leading insurance agency providing top-notch services to...
    MARSHALL & STERLING INC
    Hired Organization Address Poughkeepsie, NY Full Time
    Description : Responsible for developing and executing comprehensive marketing strategies that drive revenue growth, bui...

    Not the job you're looking for? Here are some other Assistant Client Services Specialist jobs in the Hartland, WI area that may be a better fit.

    Client Services Specialist

    Diversified Benefit Services, Inc., Hartland, WI

    Retail Sales Assistant

    ScS - Sofa Carpet Specialist, Wales, WI

    AI Assistant is available now!

    Feel free to start your new journey!