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.
The Account Manager is responsible for a designated book of business, working with the Account Executives and Producers, contributing to clients’ benefit plan strategy and design, serving benefit plan participants, and ensuring excellent customer service and support. The Account Manager builds relationships with carrier representatives and the various JFA support services departments. This position requires a solid understanding of insurance, benefits, taxation elements to perform the position successfully.
ESSENTIAL EMPLOYMENT RESPONSIBILITIES
-
Communication and Contact: The employee communicates effectively both verbally and in writing with management, colleagues, and individuals inside and outside the agency.
-
Attendance and Dependability: The employee can be depended on to report to work at the scheduled time and is seldom absent from work. Employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about assignments.
-
Leadership: The employee is responsible for representing the agency at all times, building relationships with Group Benefit Administrators and Carrier Representatives as well as mentoring Assistant Account Managers in their professional development.
ESSENTIAL JOB FUNCTIONS
-
Must be able to communicate effectively in English, demonstrating comprehension, active listening and learning.
-
Must be able to organize and prioritize daily workload, meeting clients’ and JFA colleagues needs
-
Requires frequent continuing education requirements.
-
Must be able to travel as required
ADDITIONAL RESPONSIBILITIES
-
Overall group management in conjunction with each group’s lead sales associate or account executive for both the daily activities and ongoing client development activities throughout the plan year.
-
Maintain a high level of inter-departmental communication throughout JFA agency for each group, acting as the focal contact point for the group in coordinating the services provided by JFA’s multiple departments.
-
Possible local travel and on-site client work such as new renewal planning and strategy meetings, open enrollment meetings, and client events as needed. This work may include individual, small group and/or large group benefits informational presentations as needed.
-
Learn and maintain a functional knowledge of group health and welfare benefits plans guidelines and workings; existing and future new state and federal regulations pertaining to group health and welfare plans; and the software used internally by JFA as well as provided externally for client use.
-
Assist with the creation and ongoing maintenance of benefits education and communication items used with each group in print (primarily MS Word, Powerpoint, and Excel based) and electronic (also primarily MS Word, Powerpoint, and Excel based as well as formats included within the payroll, benefits and HRIS software provided by JFA for its clients).
-
Agency database management and upkeep for the groups within their book of business.
-
Assist other JFA team members (inter or intra-departmental) as needed to achieve agency goals.
-
Performs other office duties as may be requested.
-
Must be an enthusiastic, positive leader and productive team player.
-
Must have good human relations and excellent communication skills in dealing with agency staff, third party vendors and customers.
-
Strong analytical and decision-making skills.
-
Ability to work flexible hours.
-
Proficient in AI tools and Microsoft Offices
-
At least 3 - 5 years’ experience in benefit administration
EDUCATION, EXPERIENCE & OTHER REQUIREMENTS
-
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.
-
This position requires a NYS Life & Health brokers license.
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 $60,000 to $100,000, negotiable 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.
