Assistant Client Services Specialist- Personal Lines (Latham)

Position Title: Assistant Client Services Specialist- Personal Lines Location: Hybrid - Latham Office - Latham, NY 12110 Salary Range: $19.23 - $21.79 Hourly Overview Salary Range $19.23 - $21.79 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company — you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications and coordinating administrative tasks. * Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. * Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. * Issue proof of insurance and request loss runs to support our clients' coverage needs. * Document all client and carrier communications regarding coverages and exposures in the management system. * Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. * Maintain required professional accreditations and participate in continuing education programs when available. * Perform other duties and projects as assigned. Qualifications * Proficiency with AI tools, task management systems, and Microsoft Office. * Experience with AMS360 is a plus * Prior experience in personal insurance is a plus. * Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. * Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: * Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. * Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. * No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers | Marshall+Sterling (https://marshallsterling.com/careers/) #PGM26 Compensation details: 19.23-21.79 Hourly Wage PI8c1270d72726-38003-41022068