Client Service Specialist- Commercial Lines

Job Details Job Location: Latham Office - Latham, NY 12110 Salary Range: $47,500.00 - $52,500.00 (Hourly) Client Service Specialist We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role requires a Property+Casualty Insurance license and a proactive attitude toward building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will support clients in personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Responsibilities Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred; high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Ability to work effectively and relate well with others, including superiors, colleagues, and individuals inside and outside the company. Demonstrated ability to communicate effectively. 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. 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 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. #J-18808-Ljbffr MARSHALL+STERLING