JobsAccount ManagerUnited StatesAccount Manager

MARSHALL+STERLING

Posted 2 days ago · Jobs at MARSHALL+STERLING

Account Manager

MARSHALL+STERLING · City of Poughkeepsie, New York, United States

Full-timeOn site2-5 yrs$50k–$70kListed as no visa sponsorshipInsurance
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In short

The Account Manager will manage a book of business, acting as the primary contact for clients while delivering outstanding service and support. They will collaborate with producers to design benefits strategies, lead client meetings, and mentor assistant staff.

What they're looking for

MUST-HAVE SKILLS

Account managementBenefits strategyClient relationship managementRisk managementOpen enrollmentCarrier relationsMicrosoft OfficeHRIS toolsComplianceMentoringStrategic planning

ALSO MENTIONED

Account ManagerEmployee BenefitsNYS P+C Brokers LicenseClient RelationsHRISAI ToolsESOPInsuranceBusiness StrategyMentorship+1 MORE

Candidates must possess a four-year college degree in business or a related field and hold a valid NYS P+C brokers license. Proficiency in Microsoft Office and AI tools, along with access to reliable transportation, is required.

About the employer

Marshall+Sterling

Empowering our customers to predict, prepare for, and preempt risk – so they can focus on what matters to them.

Marshall+Sterling helps you protect what you’ve built, and what comes next—through a legacy of expertise, personalized risk solutions, and a dedicated team—securing you with the confidence to succeed. Founded in 1864, we offer tactical risk solutions for business and employee benefits, as well as personal risk solutions for living and wealth.

Read more

Headquartered in New York and licensed in all states and the U.S. Virgin Islands, our firm is regularly recognized among the top 50 of privately held insurers in the United States.

INDUSTRY
Insurance
COMPANY
Privately Held
FOUNDED
1864
HEADQUARTERS
Poughkeepsie, NY
SIZE
501-1,000on LinkedIn
OFFICES
23 on LinkedIn
OPEN HERE
2 roles

KNOWN FOR

Commercial InsurancePersonal InsuranceRisk ManagementSpecialty Risks - Including BondsLife InsuranceLoss Control

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Questions about this role

Is this MARSHALL+STERLING role remote?
Tagged on site.
What does it pay?
The posting lists $50,000–$70,000 a year.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

Job Details: Job Location: 110 MAIN STREET - Poughkeepsie, NY, Position Type: Full Time, Salary Range: $50000.00 - $70000.00Salary, 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 Poughkeepsie Office. We’re looking for a people-focused Account Manager who can combine relationship-building with sharp benefits 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, work closely with our producers and executives, and deliver the kind of client experience that inspires trust and long-term partnerships. If you’re passionate about making complex benefits feel simple, supporting clients through every stage of their journey, and mentoring others to grow alongside you—you’ll thrive here. Manage your own book of business—acting as the go-to contact, ensuring smooth operations, and delivering outstanding service. Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships. Lead client meetings including open enrollments, benefit presentations, and planning sessions—both in person and online. Build strong carrier relationships to secure the best solutions for each client. Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools. Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices. Mentor Assistant Account Managers, providing guidance to help them succeed. Qualifications: A four-year college degree in business or related field Proficiency in AI tools and Microsoft Office programs. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C brokers license. Total Rewards Package: Compensation: $50,000 - $70,000, based on experience. 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

▶ READ THE FULL POSTING

Job Details: Job Location: 110 MAIN STREET - Poughkeepsie, NY, Position Type: Full Time, Salary Range: $50000.00 - $70000.00Salary, 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 Poughkeepsie Office. We’re looking for a people-focused Account Manager who can combine relationship-building with sharp benefits 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, work closely with our producers and executives, and deliver the kind of client experience that inspires trust and long-term partnerships. If you’re passionate about making complex benefits feel simple, supporting clients through every stage of their journey, and mentoring others to grow alongside you—you’ll thrive here. Manage your own book of business—acting as the go-to contact, ensuring smooth operations, and delivering outstanding service. Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships. Lead client meetings including open enrollments, benefit presentations, and planning sessions—both in person and online. Build strong carrier relationships to secure the best solutions for each client. Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools. Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices. Mentor Assistant Account Managers, providing guidance to help them succeed. Qualifications: A four-year college degree in business or related field Proficiency in AI tools and Microsoft Office programs. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C brokers license. Total Rewards Package: Compensation: $50,000 - $70,000, based on experience. 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

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This listing comes from MARSHALL+STERLING's own careers site. Apply links go to the employer. Company facts are from Marshall+Sterling's public profile. Last checked 15 Nov 2026.