Account Manager — ESOP-Driven Client Partner

Marshall+Sterling; Fort Lauderdale (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with match

PTO and holidays

Life insurance

Employee assistance fund

Wellness perks

Job summary

Marshall+Sterling, Fort Lauderdale, is seeking a people-focused Account Manager to manage a client book, collaborate with Sales Executives and Producers, and deliver exceptional service. You will lead meetings, design risk strategies, and build strong carrier relationships to secure coverage options.

Qualifications include a FL 2-20 license, a four-year business degree, AMS360 and ImageRight proficiency, and experience managing a commercial residential book. Transportation is required.

Qualifications

• Must have FL 2-20 license.
• Four-year college degree in business or related field.
• Experience with basic office automation software (Word, Excel, Outlook).
• Must have own transportation or reliable transportation and a valid driver's license.
• Experience managing a commercial residential book of business.
• AMS360 + ImageRight proficiency.

Responsibilities

• Manage your own book of business, serving as the main point of contact for clients.
• 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—in person or online.

Skills

Account management

Client relationships

Communication

Education

Bachelor's degree in business or related field

Tools

AMS360

ImageRight

Job description

Marshall+Sterling, Fort Lauderdale, is seeking a people-focused Account Manager to manage a client book, collaborate with Sales Executives and Producers, and deliver exceptional service. You will lead meetings, design risk strategies, and build strong carrier relationships to secure coverage options.

Qualifications include a FL 2-20 license, a four-year business degree, AMS360 and ImageRight proficiency, and experience managing a commercial residential book. Transportation is required.