Assistant Underwriting and Placement 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 in our Poughkeepsie or Latham Office.

At Marshall+Sterling, we're stronger together. As an Underwriting & Placement Specialist, you'll play a key role in supporting our Account Managers by coordinating renewals, managing carrier relationships, and ensuring our clients receive accurate, competitive benefit solutions.

• Submit daily marketing activity reports and pull monthly renewal lists for assigned Account Managers.
• Request updated rates, benefits, and carrier information quarterly to keep client data current.
• Maintain organized marketing spreadsheets, carrier comparison tools, and renewal presentations.
• Prepare and send renewal presentations and proposals on behalf of Account Managers
• Assist with quoting and marketing requests to support timely and accurate submissions
• Participate in carrier meetings, staying informed on updates to ensure presentations and plans reflect current offerings.
• Collaborate with your Manager and team to maintain exceptional client service, compliance, and confidentiality.

• College degree preferred, high school diploma or equivalent required.
• Agency or company background in Employee Benefits.
• Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint.
• Experience with Vertafore a plus.
• Appropriate state insurance licenses and continuing education preferred.
• 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.

Total Rewards Package:

Compensation: $40,000 to $50,000 based on demonstrated 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 : Marshall+Sterling Career

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Compensation details: 0 Yearly Salary

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