Jobs at Marshall+Sterling

Leads a commercial lines region or division by developing supervisors, account managers, and customer service representatives. Oversees major client relationships, retention, growth, staffing, profitability, and operational performance. Develops regional strategies, improves workflows, promotes consistent account management practices, supports technology adoption, and fosters employee-owner culture. Requires insurance expertise, leadership experience, appropriate state licenses, business judgment, Microsoft Office proficiency, and a valid driver's license.

Provides day-to-day support, troubleshooting, configuration, administration, testing, and training for business applications including insurance, CRM, productivity, and AI tools. Creates user guides and training materials, improves workflows, coordinates with IT and vendors, and supports software releases and integrations. The role also provides on-site assistance across company offices as needed.

Build and maintain client relationships, prospect and grow a sales pipeline, assess client insurance needs, prepare quotes/proposals using agency tools, meet sales goals, collaborate across teams, and maintain documentation and compliance.

Manage end-to-end onboarding for wealth clients: prepare and process account documentation, coordinate account setups/transfers, ensure KYC/AML compliance, serve as primary client contact, track progress, and collaborate with advisors and operations to improve efficiency and client experience.

Sell group employee benefits by driving new business, expanding and retaining accounts, managing a sales pipeline, crafting customized proposals, gathering underwriting risk information, following renewal workflows, referring cross-division opportunities, and partnering with internal teams to deliver client service.

Sell commercial property & casualty insurance by building and managing a prospect pipeline, producing customized proposals, gathering risk/underwriting data, driving new business and renewals, collaborating with internal teams, and expanding client relationships across commercial lines.

Manage a book of commercial insurance business, serve as primary client contact, partner with sales and producers on renewals and risk strategies, lead client meetings, build carrier relationships, prepare and review policies/applications, stay current on industry changes, and mentor assistant account managers.

Sell commercial property & casualty insurance by building and managing a prospect pipeline, closing new business, expanding accounts, preparing customized proposals, gathering underwriting details, following renewal workflows, and collaborating with internal teams to ensure client retention and service.

Manage a book of commercial insurance accounts, serve as primary client contact, support renewals and coverage planning, build carrier relationships, prepare policies and applications, stay current on industry changes, partner with producers, and mentor assistant account managers.

Sell and grow commercial property & casualty insurance accounts by prospecting, managing a pipeline, crafting tailored proposals, and closing new business. Collaborate with internal teams, follow renewal workflows, analyze risk/underwriting data, and refer clients to other divisions to expand relationships and retention.

Sell group benefits to commercial clients by driving new business, expanding and retaining accounts, building a sales pipeline, crafting tailored proposals, gathering underwriting data, and partnering with internal teams to deliver client service and cross‑sell opportunities.

Manage a commercial insurance book of business, serve as primary client contact, partner with producers on renewals and risk strategies, lead client meetings, maintain carrier relationships, prepare policies/applications, stay current on industry changes, and mentor assistant account managers.

Sell and expand commercial insurance accounts by building pipelines, crafting tailored proposals, gathering underwriting information, managing renewals, partnering with internal teams, and maintaining strong client relationships to meet sales and retention goals.

Lead and develop a regional sales team to drive commercial lines growth through recruiting, coaching, client retention, prospecting, cross-selling, carrier relationships, and performance management while maintaining required insurance licenses and community representation.

Manage a book of commercial insurance clients as primary contact, partner with producers on renewals and risk strategies, lead client meetings, build carrier relationships, prepare policies and applications, stay current on industry changes, and mentor Assistant Account Managers.

Provide administrative and client service support for the insurance agency: answer calls, assist with quoting, order MVRs, issue proofs of insurance, request loss runs, document communications in the management system, follow workflows and agency guidelines, report E&O concerns, maintain required accreditations, and support client service specialists on assigned projects.