Account Manager, Commercial Insurance & Client Growth

Marshall Sterling Investment Management Limited

City of Middletown (NY)

On-site

USD 80,000 - 100,000

Full time

14 days+

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Job summary

Marshall+Sterling is seeking a people-focused Account Manager in Middletown, NY. The role involves managing a book of business, collaborating on risk management strategies, and leading client meetings. Candidates should hold a P&C broker license and have a four-year degree, along with commercial insurance expertise. The salary range is $80,000 to $100,000, influenced by experience. Join an inclusive, employee-owned culture committed to client success and professional growth.

Qualifications

P&C broker license required.
Experience with office automation software is necessary.
Must have reliable transportation and a valid driver's license.

Responsibilities

Manage your own book of business to ensure exceptional client service.
Design risk management strategies with Sales Executives and Producers.
Lead client meetings for policy reviews and renewal discussions.
Build strong carrier relationships for competitive coverage options.
Mentor Assistant Account Managers to help them succeed.

Skills

Relationship building

Commercial insurance expertise

Client service

Mentoring

Risk management strategies

Education

Four-year college degree in business or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Agency systems

Job description

Why Join Marshall+Sterling?

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 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.

We’re 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 our clients. In this role, you’ll manage your own book of business, collaborate with our 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.

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.

Qualifications

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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

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!

Employee Stock Ownership Program

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.

For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education.

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