Account Manager- Commercial Lines

MARSHALL+STERLINGCity of Middletown, NY
Hybrid

About The Position

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 their mission to empower clients to predict, prepare for, and preempt risk, they are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Their vision of creating a future that’s safer and more secure drives everything they do. Innovation is not optional here — it's imperative. They constantly seek better, smarter ways to serve clients and improve as a company. Collaboration is at their core, because they know they are stronger together — across teams, with clients, and in the communities they serve. Their employee-owners are not only valued and empowered, but also directly invested in their collective success. At Marshall+Sterling, your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. They are looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that’s safer and more secure for their clients. In this role, you’ll manage your own book of business, collaborate with producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling’s Middletown office. If you’re passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you—you’ll thrive here.

Requirements

  • 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.
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