Teams 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.