Assistant Account Manager-Employee Benefits

Marshall+Sterling; City of Poughkeepsie (NY); On-site; USD 57,500 - 62,500; Full time

Job summary

Marshall+Sterling is looking for an enthusiastic professional to join their Latham Office in New York. This role entails serving as a primary contact for clients and carriers, managing benefit enrollments, and supporting open enrollment meetings. The ideal candidate will have a NYS Life & Health License and experience in employee benefits insurance.

Marshall+Sterling values collaboration and innovation, ensuring that employee-owners are equipped to serve clients effectively. Join them to shape a more secure future through their comprehensive employee-owned culture.

Qualifications

• Experience in employee benefits insurance and policy administration.
• Strong proficiency in Microsoft Office and agency systems.
• Commitment to staying current on industry and regulatory updates.

Responsibilities

• Serve as a primary contact for clients and carriers.
• Manage benefit enrollments, policy changes, and renewals.
• Process claims and maintain detailed client communications.

Skills

Client-facing communication skills

Proficiency in Microsoft Office

Understanding of compliance standards

Experience in employee benefits insurance

Education

NYS Life & Health License

Tools

Agency management systems

AI tools

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. This role is based in our Latham Office.

Responsibilities

• Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service
• Manage benefit enrollments, policy changes, renewals, and account documentation
• Support and participate in open enrollment meetings and client presentations
• Review policies for accuracy and maintain agency management systems
• Process claims and maintain detailed client and carrier communications
• Identify opportunities to enhance client value through additional services

Qualifications

• NYS Life & Health License required
• Experience in employee benefits insurance and policy administration
• Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
• Experience supporting renewals and open enrollment processes
• Professional, client-facing communication skills
• Strong understanding of compliance and documentation standards
• Commitment to staying current on industry and regulatory updates

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 $57,500 to $62,500. 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.