Account Manager- Commercial Lines

Marshall+Sterling; City of Poughkeepsie (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) with match

Generous Paid Time Off (PTO)

Thirteen paid holidays

Company-paid life insurance

Employee assistance fund and programs

Wellness perks

Job summary

Marshall+Sterling seeks a people-focused Account Manager in Poughkeepsie, NY. In this role, you'll manage your own accounts, work with Sales Executives to design risk strategies, and deliver exceptional client service. Required qualifications include a P+C broker license, a four-year college degree in business, and proficiency with Microsoft Office. The position offers a competitive salary ranging from $80,000 to $100,000, comprehensive benefits, and the opportunity to be part of an employee-owned company.

Qualifications

• P+C broker license required.
• Four-year degree in business or a related field.
• Experience with office automation software like Word, Excel, and Outlook.
• Must have own reliable transportation and valid driver's license.

Responsibilities

• Manage your own book of business as the main contact.
• Partner with Sales to design risk management strategies.
• Lead client meetings on policy reviews and renewals.
• Build carrier relationships and secure competitive coverage options.
• Review applications, policies, and proposals for accuracy.
• Stay updated on industry trends and provide informed recommendations.
• Mentor Assistant Account Managers to help them succeed.

Skills

P+C broker license

Relationship-building

Commercial insurance expertise

Mentoring

Office automation software

Education

Four-year college degree in business or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Overview

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.

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.

Qualifications

• P+C broker license required.
• 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.

Compensation and Benefits

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

ESOP and Culture

Employee Stock Ownership Program (ESOP): As a 100% employee-owned company, Marshall+Sterling offers a unique opportunity to build long-term wealth while growing your career. Key aspects include long-term rewards as the ESOP account grows with contribution to the company’s success, a collaborative and engaged culture, and no out-of-pocket costs since the ESOP is company-funded.