CLIENT SERVICE SPECIALIST

Job Description

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.

Description

We’re looking for a knowledgeable and service-driven Client Service Specialist to join our VI Division team. In this role, you’ll build strong client relationships, deliver excellent service, and support agency growth through smart coverage solutions and client retention strategies.

Deliver exceptional service by responding promptly to client inquiries, managing account activity, and helping clients feel confident in their coverage.

Analyze risks and recommend tailored insurance solutions, placing policies in line with agency and carrier guidelines.

Review policies and identify opportunities to enhance or upgrade coverage.

Treat each client interaction as an opportunity to round accounts, retain business, and generate referrals across departments.

Treat every service interaction as an opportunity to strengthen the client relationship through account rounding, upselling, and obtaining referrals.

Provide comparative quotes, secure applications, and assist with both new business and renewals.

Partner with underwriters and brokers to negotiate terms and secure optimal coverage options.

Stay up to date on industry trends, carrier updates, and market shifts to better serve clients and support agency goals.

Foster strong working relationships with fellow employee-owners, contributing to a positive and collaborative team culture.

Requirements:

Active state insurance license required (or ability to obtain within a designated timeframe).

Proficient with AI tools, task management systems, and Microsoft Office applications.

Proven experience in insurance, including coverage knowledge, underwriting basics, and policy servicing.

Strong communication skills with a client-first mindset and the ability to build trusted relationships.

Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced, team-oriented environment.

Total Rewards Package:

Compensation: $47,500-$52,500 annual salary, paid on an hourly basis. 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

MS24

Full-time