Client Service Specialist

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 Wellington Office.

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 is perfect for a proactive professional who holds an Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients and collaborating with internal teams to provide a seamless service experience.

• Build strong client relationships by responding promptly and thoughtfully to questions, requests, and service needs
• Manage policy transactions (endorsements, renewals, cancellations, ID cards, etc.) with care, accuracy, and timeliness
• Help clients understand their coverage, identify areas for improvement, and recommend solutions that fit their needs
• Evaluate risks to ensure policies align with both client goals and carrier guidelines
• Keep detailed records of client and carrier communications in our internal system
• Support account retention and growth by identifying opportunities to round out coverage and asking for referrals  
• Stay aligned with internal procedures to ensure compliance, confidentiality, and minimize E&O exposure

Requirements

• Must hold an active state insurance license and meet continuing education requirements
• Demonstrated, measurable success in client service or insurance operations
• Prior experience in insurance, preferably with equine or specialty lines of coverage
• Proficient in Microsoft Office and comfortable with agency management systems (Vertafore experience is a plus)
• Strong communication skills and high attention to detail
• Proven ability to work collaboratively and professionally with colleagues and clients
• Highly organized and pays attention to details.

Total Rewards Package: 

Compensation: $47,500 - $52,500, annual salary, paid hourly 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

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