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Client Service Specialist. Job in Poughkeepsie Gr8Jobs
Career Insights for Client Service Representative / Associate
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Based on New York data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$48,588 / year median in New York
-17% projected decline
Job Description
Marshall & Sterling Inc is seeking a Client Service Specialist to support commercial lines clients in our finance and insurance practice. You will manage policy servicing, process renewals, certificates, endorsements, and billing inquiries while ensuring timely, accurate responses. Partner with producers and carriers to resolve coverage questions and support remarketing and account reviews. You'll educate clients on policy changes, maintain detailed account documentation in agency systems, and uphold compliance standards while delivering high-touch service aligned with our integrity- and community-focused culture.