Client Service Specialist

This role will be located in Marshall+Sterling's Fort Lauderdale 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 a Property+Casualty 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 in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience.

Provide superior service & serve as the point contact for our insured’s

Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent
Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
Timely follow up on company/clients suspense/diaries
Keep abreast of change in the insurance industry
Maintain professional accreditation
Build favorable work relationships
Maintain confidentiality
Qualifications
5+ years of Personal Lines Experience
Active Florida 4-40 License required (2-20 preferred)
High level of organizational ability with attention to detail
Ability to be part of a team
Experience w/rating, underwriting and procedural skills
Experience with AMS360 / Image Right
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.

Total Rewards Package:

Compensation: $47,500 - $80,000 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.