Account Manager- Commercial Lines

Marshall Sterling Investment Management Limited; Latham (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

Marshall+Sterling, located in the Town of Colonie, New York, is seeking a dedicated Account Manager. This role entails managing your book of business while working closely with Sales Executives and Producers to design risk management strategies. You will also lead client meetings and build relationships with carriers to secure competitive options. Candidates must hold a P+C brokers license and a four-year business degree. Salary ranges from $80,000 to $100,000 based on experience and commission.

Qualifications

• This position requires a P+C brokers license.
• Experience with basic office automation software.
• Must have own transportation and a valid driver's license.

Responsibilities

• Manage your own book of business for client service.
• Partner with Sales Executives on risk management strategies.
• Lead client meetings including policy reviews and coverage planning.
• Build strong carrier relationships to resolve client needs.
• Review applications and proposals for accuracy.
• Stay informed on industry trends and regulations.
• Mentor Assistant Account Managers for success.

Skills

Relationship-building

Commercial insurance expertise

Client service

Mentoring

Education

Four-year college degree in business or related field

Tools

Microsoft Office

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 Latham 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. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.