Account Manager- Commercial Lines
About The Position
Marshall+Sterling, a 100% employee-owned company established in 1864, is seeking a people-focused Account Manager with strong commercial insurance expertise. The company's mission is to empower clients to predict, prepare for, and preempt risk, focusing on protecting what matters most. They value innovation, collaboration, and an inclusive culture built on integrity, impact, and people-first values. Employee-owners are valued, empowered, and directly invested in the company's collective success. In this role, the Account Manager will manage their own book of business, collaborate with producers and executives, and deliver exceptional client experiences. The position is based out of Marshall+Sterling’s Latham office and involves guiding clients through risk management and mentoring others.
Requirements
- This position requires a P+C brokers license.
- A four-year college degree in business or related field
- Experience with basic office automation software, such as Microsoft Word, Excel and Outlook.
- Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment.
Responsibilities
- Manage your own book of business- serving as the main point of contact to ensure smooth account management and exceptional client service.
- Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships.
- Lead client meetings including policy reviews, renewal discussions, and coverage planning—both in person and online.
- Build strong carrier relationships to secure competitive coverage options and resolve client service needs.
- Review and prepare applications, policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems.
- Stay up-to-date on industry trends, regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations.
- Mentor Assistant Account Managers, offering guidance and support to help them succeed.
Benefits
- 100% employee-owned company
- Employee-owners are directly invested in our collective success
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
