MARSHALL & STERLING INC

Position Title: Associate Sales Executive-Personal Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $50,000.00 - $100,000.00 Salary Overview Salary Range $50,000.00 - $100,000.00 Salary Position Type Full Time Description 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 will be based out of Marshall+Sterling's Fort Lauderdale Office. We are seeking a motivated and driven Associate Sales Executive to launch a rewarding career in Personal Lines Insurance. This role offers a collaborative learning environment where you'll receive comprehensive training, hands-on experience, and mentorship from experienced Sales Executives who are committed to your success. You'll develop the knowledge and skills needed to build lasting client relationships, generate new business, and confidently navigate the Personal Lines sales process. With ongoing coaching, support, and opportunities for professional development, you'll have the resources needed to achieve your goals and grow your career. Associates who successfully meet performance expectations during the first 3-6 months will have the opportunity to advance into a Personal Lines Sales Executive role. Participate in a structured training program to develop the skills needed for success in Personal Lines sales. Develop prospecting and relationship-building skills through hands-on training and mentorship. Work toward achieving individual activity and performance goals while contributing to a collaborative, team-oriented environment. Obtain and maintain the required insurance license and participate in ongoing professional development opportunities. Identify and implement innovative strategies to generate new leads, uncover prospecting opportunities, and drive continuous improvement in business development efforts. Build strong working relationships with colleagues while providing an exceptional client experience. Qualifications College degree preferred; high school diploma or equivalent required. Must be willing to obtain the Florida 4-40 Customer Representative License within 3-4 months of employment; Marshall+Sterling will support the licensing process. Florida 2-20 General Lines License preferred. Strong communication, interpersonal, and relationship-building skills. Proficiency with Microsoft Office Suite; ability to learn and utilize new technologies, including AI tools. Strong organizational skills with attention to detail and ability to manage multiple priorities. Valid driver's license with acceptable driving record. Total Rewards Package: Compensation: $50,000 - $100,000+, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Compensation details: 00 PI2790e67c780c-8829

Position Title: Sales Executive- Commercial Lines Location: Hybrid • Yorktown Office - Yorktown Heights, NY 10598; Bardonia Office - Bardonia , NY 10954; Middletown Office - Middletown, NY 10941; Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $100,000.00 - $175,000.00 Base+Commission/year Overview Salary Range $100,000.00 - $175,000.00 Base+Commission/year Description We are seeking a dynamic and results-driven LICENSED Property & Casualty Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position is hybrid and can be based out of any of the following Marshall+Sterling Office: Poughkeepsie Yorktown Heights Middletown Bardonia MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Qualifications Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! Compensation details: 00 Yearly Salary PIe1a122994f6c-8268

Position Title: Account Manager- Personal Lines Location: Hybrid • Latham Office - Latham, NY 12110; Middletown Office - Middletown, NY 10941; Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $60,000.00 - $100,000.00 Salary Overview Salary Range $60,000.00 - $100,000.00 Salary Account Manager- Personal Lines 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 Poughkeepsie, Latham, or Middletown Office. We're looking for a people-focused Account Manager who can combine relationship-building with sharp benefits expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, work closely with our producers and executives, and deliver the kind of client experience that inspires trust and long-term partnerships. If you're passionate about making complex benefits feel simple, supporting clients through every stage of their journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business -acting as the go-to contact, ensuring smooth operations, and delivering outstanding service. Partner with Account Executives and Producers to design benefits strategies, prepare renewals, and grow client relationships. Lead client meetings including open enrollments, benefit presentations, and planning sessions-both in person and online. Build strong carrier relationships to secure the best solutions for each client. Create and maintain client materials like benefits guides, presentations, and communication pieces using Microsoft Office and HRIS tools. Stay ahead of industry changes by keeping up-to-date on regulations, compliance requirements, and best practices. Mentor Assistant Account Managers , providing guidance to help them succeed. Qualifications A four-year college degree in business or related field Proficiency in AI tools and Microsoft Office programs. Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. This position requires a NYS P+C 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. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PIaa420d0420b4-8265

Position Title: Sales Executive- Employee Benefits Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601; Bardonia Office - Bardonia , NY 10954; Middletown Office - Middletown, NY 10941; Yorktown Office - Yorktown Heights, NY 10598 Salary Range: $100,000.00 - $175,000.00 Base+Commission/year Overview Salary Range $100,000.00 - $175,000.00 Base+Commission/year Description We are seeking a dynamic and results-driven Group Benefits Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position can be based out of any of Marshall+Sterling's Group Benefits offices. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Qualifications Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! Compensation details: 00 Yearly Salary PI15dd5f8f5-

Position Title: Select Business Associate Sales Executive- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601; REMOTE - Poughkeepsie, NY 12601 Salary Range: $52,500.00 - $57,500.00 Salary Overview Salary Range $52,500.00 - $57,500.00 Salary Associate Sales Executive 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 will be based out of Marshall+Sterling's Poughkeepsie Office or Remote. We are looking for an Associate Sales Executive to help clients protect what matters most through tailored insurance solutions. This is a relationship-driven sales role where you'll build trust, grow a pipeline, and drive new business across Personal and Commercial Lines. What You'll do Build and maintain strong client relationships to drive trust, retention, and referrals Prospect, follow up on leads, and develop a consistent pipeline of new business Assess client needs and recommend appropriate insurance solutions and risk strategies Prepare quotes, proposals, and presentations using agency and carrier tools Meet or exceed sales goals and contribute to overall business growth Collaborate with internal teams and refer opportunities across divisions Maintain accurate documentation and follow agency workflows and compliance standards Qualifications High school diploma required; college degree preferred Ability to generate, pursue, and close sales opportunities Active Property & Casualty license (or ability to obtain within 6 months) Strong communication, relationship-building, and organizational skills Proficiency in Microsoft Office; experience with Vertafore is a plus Valid driver's license with acceptable driving record Total Rewards Package Compensation: $52,500 - $57,500, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 0 PIba7acc5-

Position Title: Account Manager- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager 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. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Poughkeepsie office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications This position requires a P+C brokers license. 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. 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 $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PI9db7e05756fa-8246

Position Title: Sales Executive- Commercial Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $100,000.00 - $175,000.00 Salary Overview Salary Range $100,000.00 - $175,000.00 Salary Sales Executives We are seeking a dynamic and results-driven LICENSED Property+Casualty Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. This position is hybrid and will be based out of the Marshall+Sterling Fort Lauderdale Office: MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Qualifications Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! Compensation details: 00 PI5-

Position Title: Account Manager- Commercial Lines Location: Hybrid • Middletown Office - Middletown, NY 10941 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager- Commercial Lines 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. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Middletown office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications This position requires a P+C brokers license. 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. 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 $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PI5a7ba2b15d53-8243

Position Title: Senior Bond Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Overview Salary Range $100,000.00 - $130,000.00 Salary Position Type Full Time Description 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 will be based out of Marshall+Sterling's Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor. Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations. Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers. Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance. Partner with producers on new business opportunities, client presentations, and growth strategies. Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes. Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications Minimum 5 years of direct surety experience in an agency or carrier underwriting role. Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports. Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA). Active Property & Casualty insurance license, or ability to obtain within 90 days of hire. Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers. Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED 7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual, Merchants, Zurich, CNA, Hartford, or similar). Existing relationships with regional surety underwriters at agency-appointed carriers. AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion. Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00 PIa0efe5db475d-2614

Position Title: Account Manager- Commercial Lines Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager- Commercial Lines 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. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Latham office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. Build strong carrier relationships to secure competitive coverage options and resolve client service needs. Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications This position requires a P+C brokers license. 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. 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 $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PIb2b3e-8244

Position Title: Assistant Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $57,500.00 - $62,500.00 Salary/year Overview Salary Range $57,500.00 - $62,500.00 Salary/year Select Business Unit - Assistant Account Manager 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 Qualifications 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. Compensation details: 0 Yearly Salary PIdfdaed5-

Position Title: Regional/Division Sales Manager- Commercial Lines Location: Shelton Office - Shelton, CT Salary Range: $250,000.00 - $275,000.00 Salary Overview Salary Range $250,000.00 - $275,000.00 Salary Description 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 will be based out of Marshall+Sterling's Shelton, Connecticut Office The Regional Manager is responsible for leading the overall success of the region by developing sales talent, driving business growth, and ensuring exceptional client service. This role partners closely with regional leadership to execute strategic initiatives, build strong relationships with clients and carrier partners, and cultivate a high-performing team that supports Marshall+Sterling's mission and long-term objectives. Lead, coach, and develop a team of Sales Executives to achieve individual and regional sales goals. Recruit, hire, onboard, and mentor Sales Executives while providing ongoing performance management and development. Partner with Regional and Division leadership to execute sales strategies that support Marshall+Sterling's business objectives. Drive business growth through client retention, prospecting, cross-selling, account rounding, and new business development. Monitor sales performance and recommend strategies to improve productivity and profitability. Build and maintain strong relationships with clients, carrier partners, and internal teams. Stay current on industry trends, market conditions, insurance products, regulatory changes, and emerging technology. Maintain required insurance licenses and continuing education requirements. Represent Marshall+Sterling through professional organizations and community engagement. Perform other duties as assigned. Qualifications College degree preferred, high school diploma or equivalent required. Proven sales and management skills. Excellent organizational and management skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Ability to delegate effectively. Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner. Appropriate state insurance licenses and continuing education required. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. Valid driver's license and acceptable driving record. Total Rewards Package: Compensation: $250,000 - $275,000+, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 00 PId-3049

Position Title: Sales Executive- Commercial Lines Location: Shelton Office - Shelton, CT Salary Range: $100,000.00 - $175,000.00 Salary Overview Salary Range $100,000.00 - $175,000.00 Salary Description 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 will be based out of Marshall+Sterling's Shelton, Connecticut Office We are seeking a dynamic and results-driven LICENSED Commercial Lines Sales Executive with exceptional communication skills and in-depth knowledge in the commercial insurance industry. This role is ideal for a highly motivated professional who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing commercial lines accounts, and maintaining a strong book of business. MAJOR RESPONSIBILITIES Drive new business growth while maintaining and expanding your book of business. Proactively build and manage a pipeline of prospects to achieve sales and retention goals. Craft a compelling value proposition, leveraging your expertise and the powerful tools provided by Marshall+Sterling. Gather and analyze detailed risk and underwriting information to tailor insurance solutions. Create and present professional, customized insurance proposals using Marshall+Sterling's advanced online system. Follow structured renewal workflows to ensure strong client retention and long-term partnerships. Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling to meet their broader needs. Partner with internal teams, delegating client service tasks effectively for seamless support. Foster strong, professional relationships with colleagues, contributing to a positive and collaborative work environment. Qualifications Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education. Demonstrated success in pursuing and closing sales, with a strong track record of meeting and exceeding goals. Strong communication and interpersonal skills, with the ability to connect with diverse individuals and teams. Valid driver's license College degree preferred, high school diploma or equivalent required. Compensation Compensation: $100,000 - $175,000, based on demonstrated insurance sales experience and measurable achievements. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k), Paid Time Off (PTO), paid holidays, company-paid life insurance for you and your dependents, medical paid time off, employee assistance programs, and more! Why Join Marshall+Sterling? Our ESOP Sets Us Apart! As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Ownership & Wealth-Building: Every eligible employee earns shares in the company at no cost, creating a meaningful path to financial security. Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Retirement Security: Our ESOP is a powerful supplement to your retirement savings, helping you plan for the future with confidence. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. Stability & Legacy: With over 150 years of success, our ESOP ensures that Marshall+Sterling remains strong, independent, and employee-driven for generations to come. Join us and experience the benefits of true employee ownership! For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 00 PI55615fb0cb81-3048

Position Title: Assistant Client Service Specialist- Personal Lines Location: Hybrid • Oswego Office - Oswego, NY 13126 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Assistant Client Service Specialist 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 will be based out of Marshall+Sterling's Oswego Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and assisting with interactions to help ensure an exceptional client experience . Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PIcdb06cf0fca7-8264

Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Description 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 will be based out of Marshall+Sterling's Poughkeepsie Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience . This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams. Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 0 Hourly Wage PId6114c9d5-

Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Description 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 can be located in either our Poughkeepsie or Kingston Marshall+Sterling office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Commercial Lines Experience NY State P&C Broker License required High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right 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. Total Rewards Package: Compensation: $47,500 - $52,500 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling 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 Compensation details: 0 Hourly Wage PI6fe70e1b144f-8258

Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Middletown Office - Middletown, NY 10941 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines 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 position will be based out of Marshall+Sterling's Middletown Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. 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. Salary Range is $47,500 - $52,500. 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. Compensation details: 0 Hourly Wage PI9ddac00d22a7-8249

Position Title: Assistant Business Transformation Analyst Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $65,000.00 - $70,000.00 Salary Overview Salary Range $65,000.00 - $70,000.00 Salary Position Type Full Time Assistant Business Transformation Analyst Please note this is not a fully remote position. Applicants must be able to work regularly in one of our New York offices. 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 will be based out of Marshall+Sterling's Poughkeepsie Office Join our team as an Assistant Business Transformation Analyst and help drive innovation across the organization. In this role, you'll support process improvement, technology modernization, AI and automation initiatives, and digital transformation projects that enhance operational efficiency and employee experience. This is a great opportunity for someone who enjoys problem-solving, emerging technology, cross-functional collaboration, and finding smarter ways to work. Support digital transformation initiatives that improve workflows, enhance efficiency, and modernize operations across the organization Collaborate with teams across the company to identify process challenges and recommend technology-driven solutions Assist with system integrations, application enhancements, testing, and rollout coordination across key business platforms Help evaluate and implement AI, automation, analytics, and emerging technologies to streamline day-to-day operations Research industry trends, Insurtech innovations, and best practices to support continuous improvement initiatives Partner with leadership and internal teams to support training, communication, and adoption of new systems and processes Track operational impact, user adoption, and process improvements to help drive smarter business decisions Qualifications Bachelor's degree in Business, Information Systems, Data Analytics, or a related field; equivalent experience considered 1+ years of experience in business operations, analytics, process improvement, or digital transformation Experience working within an insurance agency, brokerage, or insurance-related environment. Experience with business systems such as AMS360, Salesforce, Applied Epic, ImageRight, Power BI, Tableau, SQL, or similar platforms Strong analytical, organizational, and communication skills with the ability to work across teams Interest in AI, automation, analytics, and emerging technologies, including tools such as ChatGPT, Microsoft Copilot, and related platforms Ability to manage multiple priorities in a fast-paced, collaborative environment Total Rewards Package: Compensation: $65,000 - $70,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 0 PIb0e0913fde8d-8190

Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $47,500.00 - $80,000.00 Hourly Overview Salary Range $47,500.00 - $80,000.00 Hourly Client Service Specialist - Personal Lines Fort Lauderdale 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 will be located in Marshall+Sterling's Fort Lauderdale office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Personal Lines Experience Active Florida 4-40 License required (2-20 preferred) High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right 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. Total Rewards Package: Compensation: $47,500 - $80,000 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling 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 Compensation details: 0 Hourly Wage PI29581d2b5bc3-9547

Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines 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 position will be based out of Marshall+Sterling's Latham Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. 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. Salary Range is $47,500 - $52,500.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. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PI4ecd72c51a9a-8247