Job Overview

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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compensation details: 0 yearly salary

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