Account Manager- Commercial Lines

About the role

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.

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.

Requirements

• 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.

Qualifications

• A P&C brokers license.

Skills

• Strong commercial insurance expertise.
• Excellent communication and relationship-building skills.
• Ability to stay current with industry trends and regulations.
• Proficiency in Microsoft Office and agency systems.

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!

Pay

The salary range for this position is $80,000 to $100,000, depending on experience and based on commission.

Schedule

This position can be based out of either Marshall+Sterling’s Middletown office.

Employee Stock Ownership Program (ESOP)

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.