Account Manager- Personal Lines

About the role

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.
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.

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.
• 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.

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.

Qualifications

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

Skills

• Strong relationship-building skills.
• Sharp benefits expertise.
• Effective communication and presentation skills.
• Ability to stay updated on industry changes and regulations.
• Leadership and mentorship abilities.

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.

Pay

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

Schedule

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

Benefits

• Employee Stock Ownership Program (ESOP)
• Long-term rewards with the value of your ESOP account growing over time.
• Collaborative & Engaged Culture fostering a team-oriented environment where everyone has a stake in the company’s growth and success.
• No out-of-pocket costs as the ESOP is entirely company-funded.

Company Information

Marshall+Sterling is a 100% employee-owned company with roots dating back to 1864. 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.