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 Latham Office.
The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation. The AAM partners closely with Account Managers to strengthen client relationships, provide strategic service support, and help deliver solutions that protect and empower our clients’ businesses and employees.
- Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service
- Manage benefit enrollments, policy changes, renewals, and account documentation
- Support and participate in open enrollment meetings and client presentations
- Review policies for accuracy and maintain agency management systems
- Process claims and maintain detailed client and carrier communications
- Identify opportunities to enhance client value through additional services
- NYS Life & Health License required
- Experience in employee benefits insurance and policy administration
- Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
- Experience supporting renewals and open enrollment processes
- Professional, client-facing communication skills
- Strong understanding of compliance and documentation standards
- Commitment to staying current on industry and regulatory updates
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 $57,500 to $62,500.
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.
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Skills Required
- NYS Life & Health License
- Experience in employee benefits insurance and policy administration
- Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
- Experience supporting renewals and open enrollment processes
- Professional, client-facing communication skills
- Strong understanding of compliance and documentation standards
- Commitment to staying current on industry and regulatory updates
What We Do
Marshall+Sterling is a national independent insurance agency providing comprehensive services in business insurance, personal insurance, employee benefits, and wealth management. Founded in 1864, the firm helps businesses and individuals manage risk and plan for the future through professional risk management, loss control, and financial planning services across the United States and the U.S. Virgin Islands.
