Account Manager

MARSHALL & STERLING INC•Bardonia, NY

42d•Onsite

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 their clients and improve as a company. Collaboration is at their core, because they know they are stronger together — across teams, with their 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, 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 their Bardonia Office. They are 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 their clients. In this role, you’ll manage your own book of business, work closely with 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.

Requirements

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.

Responsibilities

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.