Account Manager- Personal Lines in Latham, New York at Marshall & Sterling Inc

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 is based in our Poughkeepsie, Latham, or Middletown Office.

We’re looking for a people-focused Account Manager who can combine relationship-building with sharp benefits expertise to help create a future that’s safer and more secure for our clients. In this role, you’ll manage your own book of business, work closely with our producers and executives, and deliver the kind of client experience that inspires trust and long-term partnerships.

If you’re passionate about making complex benefits feel simple, supporting clients through every stage of their journey, and mentoring others to grow alongside you—you’ll thrive here.

• Manage your own book of business—acting as the go-to contact, ensuring smooth operations, and delivering outstanding service.
• Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships.
• Lead client meetings including open enrollments, benefit presentations, and planning sessions—both in person and online.
• Build strong carrier relationships to secure the best solutions for each client.
• Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools.
• Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices.
• Mentor Assistant Account Managers, providing guidance to help them succeed.

• A four-year college degree in business or related field
• Proficiency in AI tools and Microsoft Office programs.
• Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment.
• This position requires a NYS P+C brokers license.

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.

The salary range for this position is $60,000 to $100,000, negotiable and based on commission.

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, based experience and education.

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