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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.


Description

We’re looking for a knowledgeable and service-driven Client Service Specialist to join our VI Division team. In this role, you’ll build strong client relationships, deliver excellent service, and support agency growth through smart coverage solutions and client retention strategies.

  • Deliver exceptional service by responding promptly to client inquiries, managing account activity, and helping clients feel confident in their coverage.
  • Analyze risks and recommend tailored insurance solutions, placing policies in line with agency and carrier guidelines.
  • Review policies and identify opportunities to enhance or upgrade coverage.
  • Treat each client interaction as an opportunity to round accounts, retain business, and generate referrals across departments.
  • Treat every service interaction as an opportunity to strengthen the client relationship through account rounding, upselling, and obtaining referrals.
  • Provide comparative quotes, secure applications, and assist with both new business and renewals.
  • Partner with underwriters and brokers to negotiate terms and secure optimal coverage options.
  • Stay up to date on industry trends, carrier updates, and market shifts to better serve clients and support agency goals.
  • Foster strong working relationships with fellow employee-owners, contributing to a positive and collaborative team culture.
     

Requirements

  • Active state insurance license required (or ability to obtain within a designated timeframe).
  • Proficient with AI tools, task management systems, and Microsoft Office applications.
  • Proven experience in insurance, including coverage knowledge, underwriting basics, and policy servicing.
  • Strong communication skills with a client-first mindset and the ability to build trusted relationships.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced, team-oriented environment.

Total Rewards Package: 


Compensation: $47,500-$52,500 annual salary, paid on an hourly basis. 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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What You Should Know About CLIENT SERVICE SPECIALIST, The Y (YMCA)

If you're passionate about building relationships and making a difference, then the Client Service Specialist position at Marshall+Sterling might just be the perfect fit for you! As a 100% employee-owned company that has stood the test of time since 1864, we pride ourselves on our innovative and collaborative culture. In this role, you’ll engage with clients on a daily basis, ensuring that they feel confident in their insurance coverage and empowered to manage their risks effectively. Your knack for understanding clients' needs will drive you to provide tailored insurance solutions, whether it's recommending upgrades, delivering exceptional service, or responding promptly to inquiries. We want you to see each interaction as a chance to deepen the relationship and create value—whether that's through upselling or generating referrals. You’ll work closely with brokers and underwriters, helping to negotiate the best terms and coverage options available. To be successful in this collaborative environment, you'll need an active insurance license (or be ready to obtain one), and be proficient with AI tools and Microsoft Office. You’ll also bring your experience in the insurance field along with stellar communication skills. At Marshall+Sterling, your contributions are appreciated, and you'll enjoy a comprehensive benefits package that truly delivers. Together, let’s create a safer future for all.

Frequently Asked Questions (FAQs) for CLIENT SERVICE SPECIALIST Role at The Y (YMCA)
What are the responsibilities of a Client Service Specialist at Marshall+Sterling?

As a Client Service Specialist at Marshall+Sterling, your primary responsibilities include delivering exceptional client service by responding to inquiries, analyzing risks, recommending tailored insurance solutions, and fostering strong client relationships. You will manage account activity, review policies for enhancements, and collaborate with underwriters to secure optimal coverage options, ensuring that you contribute to agency growth and client retention.

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What qualifications are required for the Client Service Specialist role at Marshall+Sterling?

To become a Client Service Specialist at Marshall+Sterling, you must possess an active state insurance license or the ability to obtain one within a designated timeframe. Additionally, you should have proven experience in insurance, a client-first communication approach, proficiency with AI tools and Microsoft Office applications, along with strong organizational skills to thrive in a fast-paced environment.

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How does Marshall+Sterling support employee growth in the Client Service Specialist position?

At Marshall+Sterling, employee growth is part of our culture as a 100% employee-owned company. As a Client Service Specialist, you will have access to ongoing training opportunities and industry resources. Your ideas and contributions are valued, and you’ll be encouraged to take initiative in expressing those to foster both personal and professional growth.

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What is the compensation package for the Client Service Specialist at Marshall+Sterling?

The compensation for a Client Service Specialist at Marshall+Sterling ranges from $47,500 to $52,500 annually, based on your experience, education, and location. In addition to competitive pay, you will also benefit from a comprehensive rewards package that includes health benefits, 401(k) matching, generous paid time off, and employee stock ownership opportunities.

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What does the work culture look like for a Client Service Specialist at Marshall+Sterling?

The work culture at Marshall+Sterling is collaborative and inclusive, driven by ownership-driven values that empower every employee. As a Client Service Specialist, you will find yourself in a supportive team environment where your contributions directly impact the company's success. Employee ownership fosters a sense of belonging and commitment to shared goals, making it a great place to grow and innovate.

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Common Interview Questions for CLIENT SERVICE SPECIALIST
Can you describe your experience with client service in the insurance industry?

When answering this question, share specific examples of your previous roles in client service, focusing on your approach to building relationships, resolving issues, and delivering exceptional service. Highlight any relevant insurance experience you have and how it has prepared you for the Client Service Specialist role at Marshall+Sterling.

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How do you handle difficult clients or challenging situations?

To answer this question effectively, provide an example of a challenging situation you faced with a client and the steps you took to resolve it. Emphasize your communication skills, empathy, and problem-solving abilities that you would bring to the Client Service Specialist role.

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What strategies would you use to retain clients and generate referrals?

Demonstrate your understanding of customer relationship management by discussing strategies you would implement as a Client Service Specialist, like regular follow-ups, personalized communications, and proactive service adjustments based on feedback. Explain how these strategies align with Marshall+Sterling's commitment to client success.

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How would you prioritize multiple tasks while managing client accounts?

Discuss your organizational skills, and how you typically use tools or systems to manage your workload. Share a specific example of how you successfully prioritized tasks in a previous role, showing your ability to thrive in a fast-paced environment like that at Marshall+Sterling.

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What do you know about Marshall+Sterling and its mission?

Research Marshall+Sterling's background, focusing on their mission to empower clients and create a safer future. Explain how this mission resonates with you personally and how you can contribute as a Client Service Specialist to achieving these goals.

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Can you explain how you would analyze risk for a client?

Provide an overview of your understanding of risk analysis techniques and how you would apply these to assess a client's insurance needs. Discuss methodologies you have used and reference your familiarity with relevant insurance products, showcasing your readiness for the Client Service Specialist position.

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What do you believe is essential when communicating with clients?

Address the importance of clear, honest, and empathetic communication. Share your approach to active listening and building trust, which is fundamental for a Client Service Specialist at Marshall+Sterling, ensuring that you meet clients' needs effectively.

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How do you keep up with changes in the insurance industry?

Emphasize your commitment to continuous learning, mentioning methods you use to stay updated on industry trends, such as attending webinars, following professional publications, and engaging with your network of insurance professionals. This approach aligns with Marshall+Sterling's culture of innovation.

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Describe a time when you successfully collaborated with a team.

Use this opportunity to highlight your teamwork skills, providing a specific example that showcases your contributions to a team project, and how this cooperation led to achieving a goal. Mention how you plan to bring this collaborative spirit to your role as a Client Service Specialist at Marshall+Sterling.

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Why do you want to work as a Client Service Specialist at Marshall+Sterling?

Clearly articulate your aspirations and align them with Marshall+Sterling's values. Discuss your enthusiasm for working in a company that prioritizes employee ownership, collaboration, and client empowerment, affirming your commitment to making a positive impact in this role.

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April 22, 2025

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