Client Services Associate at Marshall & Sterling Inc

***This role may be based in any of the following branch locations: Scotia, Utica, Leeds or Saratoga, NY***

We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include:

• Assist with phone reception duties.
• Work in conjunction with CSS and provide service to customers; copying, scanning, ordering MVRs, quoting, training to assist with various CSS duties.
• Request loss runs and issue proof of insurance as requested.
• Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with staff members.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Document in management system, all conversations with clients and or carriers pertaining to coverages and exposures.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Adhere to established employee manual policies and guidelines.
• Maintain confidentiality in all aspects of client, staff and agency information.
• Perform other duties and projects as assigned.

• Experience and knowledge of Microsoft Office programs.
• Experience with AMS360 a plus
• Prior experience in insurance; commercial insurance a plus.
• NYS insurance Brokers license required within a year.
• Positive attitude, works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company.
• 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.

Salary Range is $37,500 - $42,500.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

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