Jobs at Marshall+Sterling

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.

Support digital transformation and process improvement across the insurance agency: identify process challenges, assist with system integrations and testing, evaluate AI/automation and analytics tools, research Insurtech trends, coordinate rollouts, support training and adoption, and track operational impact and user adoption to drive better business decisions.

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 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 accounts, serve as primary client contact, coordinate renewals and coverage planning with producers, build carrier relationships, prepare policies and proposals, stay current on industry changes, and mentor junior account staff.

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.

Support Employee Benefits account management by serving as client/carrier contact, handling enrollments, policy changes, renewals, claims processing, open enrollment support, documentation, and identifying value-add services.

Manage a personal-lines book of business, partner with account executives to design benefits strategies and renewals, lead client meetings and enrollments, build carrier relationships, create client materials using Microsoft Office and HRIS tools, stay current on regulations and compliance, and mentor assistant account managers.

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 complex contractor and commercial surety accounts as primary client contact. Analyze contractor financials and WIP, prepare underwriting submissions, negotiate bond terms with carriers, issue/manage bid/performance/payment/commercial bonds, partner with producers on growth, build stakeholder relationships, and mentor junior team members to grow the surety practice.

Manage a personal commercial lines book of business, serve as primary client contact, coordinate renewals and coverage planning, build carrier relationships, prepare policies/applications, and mentor junior staff. Collaborate with sales executives to design risk management strategies and lead client meetings both in person and online.

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.

Manage a book of personal lines clients as the primary contact; partner with account executives on benefits strategies and renewals; lead client meetings and open enrollments; build carrier relationships; create client materials using Microsoft Office and HRIS; stay current on regulations; mentor assistant account managers.

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.

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.