Assistant Service Advisor

Assistant Client Service Specialist Location: Hybrid • Latham Office - Latham, NY 12110 Full Time 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. Innovation is not optional here — it's imperative. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. 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. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. This role will be based out of Marshall+Sterling’s Latham, New York Office Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. 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. Perform other duties and projects as assigned. Proficiency with AI tools, task management systems, and Microsoft Office. High School diploma or equivalent required 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 Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s 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 #