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 are looking for a Client Service Specialist to provide superior service and serve as a primary point of contact for clients and Account Managers.

Responsibilities

• Serve as the primary point of contact for clients, responding promptly to inquiries and service requests.
• Secure and process applications for coverage, including obtaining quotes and comparing options across carriers.
• Manage account activity, including policy changes, renewals, cancellations, and updates in the agency management system.
• Review policies and documentation for accuracy and completeness to ensure compliance with agency standards.
• Request and maintain client documentation, including certificates of insurance, ID cards, and proof of coverage.
• Process claims and support clients through the claims process as needed.
• Maintain accurate and organized records of all client and carrier communications.