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 position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. 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. Requirements: 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. PIc157560c5-
12/10/2025
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 position will be based out of Marshall+Sterling's Latham or Poughkeepsie Offices. 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. Requirements: 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. PIc157560c5-
Are you looking for a rewarding career where your contributions truly matter? At Uniland, we offer a culture focused on people, growth, and community. We foster an environment that empowers team members at all levels, supports professional development, encourages volunteerism, and values collaborative innovation - so you can make a meaningful impact while building your future with us. Who we are: Uniland is a leading family-owned and operated real estate development firm headquartered in Amherst, NY. For more than five decades, we've built a reputation for excellence in commercial real estate, offering a full range of services including development, construction, leasing, property management, and more. Our commitment to quality, innovation, and long-term relationships sets us apart in the industry. At Uniland, we value integrity, teamwork, and continuous improvement-and we're proud to offer a workplace where associates can grow their careers while making a lasting impact on the communities we serve. Uniland is a caring employer, offering comprehensive, high-quality benefits to help our associates maintain a healthy, well-balanced lifestyle. Our associates enjoy: Multiple medical plan options including a high deductible, low-cost HSA health plan with a generous employer contribution Company-sponsored (paid) Life Insurance and Long-Term Disability Comprehensive optional benefits such as Dental, Vision, Supplemental Life and Short-Term Disability, Legal/ID Protection, and Accident and Critical Illness Insurance Paid time off options, 8 paid company holidays, Voluntary Time Off (VTO), bereavement leave, jury duty leave, parental leave, voting leave, and other forms of paid leave as required by applicable law or regulation Retirement planning through the Company's 401(k) with employer match JOB SUMMARY The Risk Management and Insurance Coordinator provides legal and administrative support focused on insurance and risk management matters across Uniland's property portfolio of owned and managed properties. Primary responsibilities of this position include managing Uniland's insurance policies and claims processes, assisting with claim and incident resolution and litigation matters, and collaborating with internal departments to mitigate risk and ensure compliance. Additionally, this position collaborates closely with all members of the sales team to provide direct administrative assistance to the Sales department. Responsibilities include managing daily administrative functions, coordinating communications, maintaining accurate records, and supporting sales processes to enhance overall department efficiency. ESSENTIAL FUNCTIONS Legal Prepares, reviews, and files documents related to insurance policies pertaining to Uniland's business activities. Facilitates administration of insurance claims, including builder's risk, liability, and property insurance and other enterprise insurance policies; coordinates with brokers, carriers and internal teams to track and resolve claims. Manages compliance with certificate of insurance requirements and other risk management documentation across commercial properties and development projects. Maintains organized records for all insurance matters, including policies, claims, invoices, and correspondence, ensuring accuracy and accessibility for reporting and audits. Develops and prepare detailed reports, correspondence, and summaries related to insurance costs to support financial reporting and management decision-making. Liaises with insurance carriers, brokers, and internal teams to ensure smooth communication and timely issue resolution. Monitors insurance-related legal, regulatory, and industry developments; identify potential risks and opportunities. Evaluates and improves processes and systems related to insurance policy administration, claims tracking, and compliance documentation. Tracks and maintains insurance policy renewal dates and coordinates renewal processes with brokers and carriers to ensure continuous coverage. Reviews and verifies certificates of insurance requests from tenants, contractors, and vendors for accuracy and compliance with Uniland's requirements. Prepares and maintains insurance policy summaries, coverage matrices, and premium allocation schedules for management review. Assists with incident and accident reporting, including documenting events, gathering evidence, and coordinating with risk management and insurance adjusters. Coordinates property inspections and loss control assessments with insurance carriers and documents recommendations for risk mitigation. Maintains insurance claim logs and tracking systems, monitoring claim status, settlement negotiations, and payment processing. Prepares correspondence and documentation for insurance underwriting submissions, policy endorsements, and coverage modifications. Assists with preparation of annual insurance program reviews, including coverage analysis, cost comparisons, and recommendations for optimization. Coordinates with finance department on insurance premium payments, claim reimbursements, and accrual reconciliations. Reviews and analyzes insurance requirements in contracts, leases, and agreements to ensure appropriate coverage and compliance. Maintains vendor and contractor insurance compliance files, tracking expiration dates and following up on renewals. Sales Administrative Provides administrative support to the Sales department to ensure seamless daily operations. Manages and updates sales lead activity, including lead intake, tracking, and reporting within sales management systems. Prepares, edits, and distributes sales reports, meeting agendas, lease proposals, abstracts, lease documents, and commission agreements. Assists with the preparation of marketing and sales materials for property listings and promotional efforts. Maintains organized filing systems for sales and leasing documentation, both electronic and physical records. Coordinates lease packages and submission processes, including obtaining approvals via DocuSign. Serves as the primary point of contact for internal and external correspondence, ensuring timely communication with brokers, tenants, and team members. Schedules and coordinates departmental meetings, conference calls, and virtual meetings. Manages and updates real estate broker and agent database while coordinating mailings and correspondence projects. Assists in processing sales tax exemption letters, employment verification reports, and lease approval tracking. OTHER DUTIES Provides general office administrative support, including serving as a backup receptionist and assisting other departments as needed. Attends applicable subject matter conferences, workshops, and networking events to stay updated on legal matters and industry trends related to this job function. Actively participates and contributes in any/all initiatives when requested and/or required. Conduct basic research and data compilation to support sales initiatives and decision-making. Conduct periodic audits of sales databases and records to ensure accuracy and completeness. EDUCATION & EXPERIENCE Bachelor's degree in Real Estate, Business Administration, or Finance required. A minimum of 3 years of administrative experience, preferably supporting commercial real estate development, property management, or insurance administration. Exhibits familiarity with commercial real property documents, and insurance/risk management. Proven experience in communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders, attorneys, municipal authorities, and executives. KNOWLEDGE, SKILLS & ABILITIES Knowledge of commercial real estate terminology, leasing processes, and sales operations. Basic understanding of financial tracking, lease agreements, and reporting functions in a sales environment. Utilizes document management, electronic filing systems, and legal case tracking systems efficiently, particularly for commercial real estate contracts. Applies strong organizational skills to manage complex commercial property files, development projects, and multiple deadlines. Pays close attention to detail to ensure accuracy in legal documentation, filings, insurance compliance, and regulatory reporting. Exercises discretion and maintains confidentiality when handling sensitive legal, financial, and proprietary information. Coordinates effectively across development, legal, tax, and property management teams to facilitate smooth communication and issue resolution. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems such as HubSpot or Deal Manager. Strong administrative and organizational skills with the ability to manage multiple tasks and deadlines. Excellent written and verbal communication skills for drafting correspondence, reports, and interacting with clients and team members. Strong attention to detail and accuracy in maintaining records, preparing documents, and updating sales data. Strong interpersonal skills to build and maintain positive relationships with internal teams, brokers, tenants, and clients. Problem-solving skills with the ability to anticipate needs and provide proactive administrative support. . click apply for full job details
12/09/2025
Full time
Are you looking for a rewarding career where your contributions truly matter? At Uniland, we offer a culture focused on people, growth, and community. We foster an environment that empowers team members at all levels, supports professional development, encourages volunteerism, and values collaborative innovation - so you can make a meaningful impact while building your future with us. Who we are: Uniland is a leading family-owned and operated real estate development firm headquartered in Amherst, NY. For more than five decades, we've built a reputation for excellence in commercial real estate, offering a full range of services including development, construction, leasing, property management, and more. Our commitment to quality, innovation, and long-term relationships sets us apart in the industry. At Uniland, we value integrity, teamwork, and continuous improvement-and we're proud to offer a workplace where associates can grow their careers while making a lasting impact on the communities we serve. Uniland is a caring employer, offering comprehensive, high-quality benefits to help our associates maintain a healthy, well-balanced lifestyle. Our associates enjoy: Multiple medical plan options including a high deductible, low-cost HSA health plan with a generous employer contribution Company-sponsored (paid) Life Insurance and Long-Term Disability Comprehensive optional benefits such as Dental, Vision, Supplemental Life and Short-Term Disability, Legal/ID Protection, and Accident and Critical Illness Insurance Paid time off options, 8 paid company holidays, Voluntary Time Off (VTO), bereavement leave, jury duty leave, parental leave, voting leave, and other forms of paid leave as required by applicable law or regulation Retirement planning through the Company's 401(k) with employer match JOB SUMMARY The Risk Management and Insurance Coordinator provides legal and administrative support focused on insurance and risk management matters across Uniland's property portfolio of owned and managed properties. Primary responsibilities of this position include managing Uniland's insurance policies and claims processes, assisting with claim and incident resolution and litigation matters, and collaborating with internal departments to mitigate risk and ensure compliance. Additionally, this position collaborates closely with all members of the sales team to provide direct administrative assistance to the Sales department. Responsibilities include managing daily administrative functions, coordinating communications, maintaining accurate records, and supporting sales processes to enhance overall department efficiency. ESSENTIAL FUNCTIONS Legal Prepares, reviews, and files documents related to insurance policies pertaining to Uniland's business activities. Facilitates administration of insurance claims, including builder's risk, liability, and property insurance and other enterprise insurance policies; coordinates with brokers, carriers and internal teams to track and resolve claims. Manages compliance with certificate of insurance requirements and other risk management documentation across commercial properties and development projects. Maintains organized records for all insurance matters, including policies, claims, invoices, and correspondence, ensuring accuracy and accessibility for reporting and audits. Develops and prepare detailed reports, correspondence, and summaries related to insurance costs to support financial reporting and management decision-making. Liaises with insurance carriers, brokers, and internal teams to ensure smooth communication and timely issue resolution. Monitors insurance-related legal, regulatory, and industry developments; identify potential risks and opportunities. Evaluates and improves processes and systems related to insurance policy administration, claims tracking, and compliance documentation. Tracks and maintains insurance policy renewal dates and coordinates renewal processes with brokers and carriers to ensure continuous coverage. Reviews and verifies certificates of insurance requests from tenants, contractors, and vendors for accuracy and compliance with Uniland's requirements. Prepares and maintains insurance policy summaries, coverage matrices, and premium allocation schedules for management review. Assists with incident and accident reporting, including documenting events, gathering evidence, and coordinating with risk management and insurance adjusters. Coordinates property inspections and loss control assessments with insurance carriers and documents recommendations for risk mitigation. Maintains insurance claim logs and tracking systems, monitoring claim status, settlement negotiations, and payment processing. Prepares correspondence and documentation for insurance underwriting submissions, policy endorsements, and coverage modifications. Assists with preparation of annual insurance program reviews, including coverage analysis, cost comparisons, and recommendations for optimization. Coordinates with finance department on insurance premium payments, claim reimbursements, and accrual reconciliations. Reviews and analyzes insurance requirements in contracts, leases, and agreements to ensure appropriate coverage and compliance. Maintains vendor and contractor insurance compliance files, tracking expiration dates and following up on renewals. Sales Administrative Provides administrative support to the Sales department to ensure seamless daily operations. Manages and updates sales lead activity, including lead intake, tracking, and reporting within sales management systems. Prepares, edits, and distributes sales reports, meeting agendas, lease proposals, abstracts, lease documents, and commission agreements. Assists with the preparation of marketing and sales materials for property listings and promotional efforts. Maintains organized filing systems for sales and leasing documentation, both electronic and physical records. Coordinates lease packages and submission processes, including obtaining approvals via DocuSign. Serves as the primary point of contact for internal and external correspondence, ensuring timely communication with brokers, tenants, and team members. Schedules and coordinates departmental meetings, conference calls, and virtual meetings. Manages and updates real estate broker and agent database while coordinating mailings and correspondence projects. Assists in processing sales tax exemption letters, employment verification reports, and lease approval tracking. OTHER DUTIES Provides general office administrative support, including serving as a backup receptionist and assisting other departments as needed. Attends applicable subject matter conferences, workshops, and networking events to stay updated on legal matters and industry trends related to this job function. Actively participates and contributes in any/all initiatives when requested and/or required. Conduct basic research and data compilation to support sales initiatives and decision-making. Conduct periodic audits of sales databases and records to ensure accuracy and completeness. EDUCATION & EXPERIENCE Bachelor's degree in Real Estate, Business Administration, or Finance required. A minimum of 3 years of administrative experience, preferably supporting commercial real estate development, property management, or insurance administration. Exhibits familiarity with commercial real property documents, and insurance/risk management. Proven experience in communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders, attorneys, municipal authorities, and executives. KNOWLEDGE, SKILLS & ABILITIES Knowledge of commercial real estate terminology, leasing processes, and sales operations. Basic understanding of financial tracking, lease agreements, and reporting functions in a sales environment. Utilizes document management, electronic filing systems, and legal case tracking systems efficiently, particularly for commercial real estate contracts. Applies strong organizational skills to manage complex commercial property files, development projects, and multiple deadlines. Pays close attention to detail to ensure accuracy in legal documentation, filings, insurance compliance, and regulatory reporting. Exercises discretion and maintains confidentiality when handling sensitive legal, financial, and proprietary information. Coordinates effectively across development, legal, tax, and property management teams to facilitate smooth communication and issue resolution. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems such as HubSpot or Deal Manager. Strong administrative and organizational skills with the ability to manage multiple tasks and deadlines. Excellent written and verbal communication skills for drafting correspondence, reports, and interacting with clients and team members. Strong attention to detail and accuracy in maintaining records, preparing documents, and updating sales data. Strong interpersonal skills to build and maintain positive relationships with internal teams, brokers, tenants, and clients. Problem-solving skills with the ability to anticipate needs and provide proactive administrative support. . click apply for full job details
Description: We are seeking a dynamic and results-driven 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! MS24 and LNK Compensation details: 00 Yearly Salary PIb2b3c17db88d-4691
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! MS24 and LNK Compensation details: 00 Yearly Salary PIb2b3c17db88d-4691
Director of Workers Compensation Product Expansion 100% Remote (WFH) Opportunity EMPLOYERS is seeking a strategic and results-driven Director of Workers' Compensation Product Expansion to lead our corporate organic growth initiatives. This high-impact role will drive the development and execution of innovative product strategies, working cross-functionally to expand our workers' compensation offerings while optimizing profitability and operational efficiency. Reporting directly to the SVP, Chief Underwriting and Actuarial Officer , this position offers regular exposure to executive leadership and the opportunity to shape the future of our product portfolio. Key Responsibilities Strategic Leadership: Develop and execute a comprehensive product and services strategy aligned with corporate goals and market needs. Growth Implementation: Lead change management efforts to support new product introductions, appetite expansion, and process enhancements. Cross-Functional Collaboration: Partner with underwriting, sales, actuarial, analytics, marketing, and IT to prioritize and implement strategic initiatives. Performance Optimization: Leverage data and analytics to drive continuous improvement and informed decision-making. Market Intelligence: Monitor competitive trends and industry shifts to identify opportunities and mitigate risks. KPI Management: Define and track key performance indicators to measure success and guide strategic adjustments. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Work Environment Remote: Open to U.S.-based candidates eligible to work without sponsorship. Must have a dedicated, quiet workspace. Work Hours: Flexible to meet business needs. Travel: Occasional travel may be required for meetings or team collaboration. Compensation & Benefits Salary Range : $120,000 - $170,000 Comprehensive Benefits Package : EMPLOYERS Benefit Details About EMPLOYERS EMPLOYERS is a fast-growing, innovative provider of workers' compensation insurance. Headquartered in Nevada, we pride ourselves on delivering exceptional service to our clients and fostering a collaborative, fulfilling work environment for our employees across the U.S. We live by our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment-guiding how we serve our clients and support each other. Join us and be part of a team that's shaping the future of workers' compensation insurance. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Compensation details: 00 Yearly Salary PI40c087a8c7c1-4204
12/03/2025
Full time
Director of Workers Compensation Product Expansion 100% Remote (WFH) Opportunity EMPLOYERS is seeking a strategic and results-driven Director of Workers' Compensation Product Expansion to lead our corporate organic growth initiatives. This high-impact role will drive the development and execution of innovative product strategies, working cross-functionally to expand our workers' compensation offerings while optimizing profitability and operational efficiency. Reporting directly to the SVP, Chief Underwriting and Actuarial Officer , this position offers regular exposure to executive leadership and the opportunity to shape the future of our product portfolio. Key Responsibilities Strategic Leadership: Develop and execute a comprehensive product and services strategy aligned with corporate goals and market needs. Growth Implementation: Lead change management efforts to support new product introductions, appetite expansion, and process enhancements. Cross-Functional Collaboration: Partner with underwriting, sales, actuarial, analytics, marketing, and IT to prioritize and implement strategic initiatives. Performance Optimization: Leverage data and analytics to drive continuous improvement and informed decision-making. Market Intelligence: Monitor competitive trends and industry shifts to identify opportunities and mitigate risks. KPI Management: Define and track key performance indicators to measure success and guide strategic adjustments. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Work Environment Remote: Open to U.S.-based candidates eligible to work without sponsorship. Must have a dedicated, quiet workspace. Work Hours: Flexible to meet business needs. Travel: Occasional travel may be required for meetings or team collaboration. Compensation & Benefits Salary Range : $120,000 - $170,000 Comprehensive Benefits Package : EMPLOYERS Benefit Details About EMPLOYERS EMPLOYERS is a fast-growing, innovative provider of workers' compensation insurance. Headquartered in Nevada, we pride ourselves on delivering exceptional service to our clients and fostering a collaborative, fulfilling work environment for our employees across the U.S. We live by our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment-guiding how we serve our clients and support each other. Join us and be part of a team that's shaping the future of workers' compensation insurance. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Compensation details: 00 Yearly Salary PI40c087a8c7c1-4204
MARSHALL & STERLING INC
Yorktown Heights, New York
Description: We are seeking a dynamic and results-driven Licensed 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 will be based out of Marshall+Sterling's Yorktown Heights 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! MS24, LNK Compensation details: 00 Yearly Salary PIf6628ae9c0d3-5453
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven Licensed 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 will be based out of Marshall+Sterling's Yorktown Heights 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! MS24, LNK Compensation details: 00 Yearly Salary PIf6628ae9c0d3-5453
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 is based in our Latham Office. 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. 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. Requirements: 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. 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. 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: 00 Yearly Salary PIbc60d849af05-9415
12/03/2025
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 is based in our Latham Office. 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. 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. Requirements: 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. 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. 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: 00 Yearly Salary PIbc60d849af05-9415
Description: We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) 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 hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! M&S 24 and LNK Compensation details: 00 Yearly Salary PI4c7696c5827d-7366
12/03/2025
Full time
Description: We are seeking a dynamic and results-driven Commercial Lines Sales Executive (P&C) 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 hybrid remote based out of the following Marshall+Sterling locations: Latham, NY Glen Falls, NY Oswego, NY 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. Requirements: 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. Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role. 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! M&S 24 and LNK Compensation details: 00 Yearly Salary PI4c7696c5827d-7366
Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. 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. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. 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. The annual salary range is $100,000-$250,000 negotiable and based on commission. 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: 00 Yearly Salary PI69c99b1a5-
12/02/2025
Full time
Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and retaining book of commercial lines business. Value oriented selling process. Commission based compensation. This position is based out of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR RESPONSIBILITIES Achieve minimum sales and other objectives as agreed upon. New business growth adequate to maintain and grow overall account. Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals. Develop value proposition which encompasses personal skills and tools provided by Marshall & Sterling. Collect detailed risk and underwriting information. Develop and deliver formal proposals of insurance utilizing Marshall & Sterling's online system. Follow renewal workflows to ensure retention of accounts. Refer clients and prospects to other divisions of Marshall & Sterling. Delegate client service needs appropriately. Establish and follow through on appropriate service timelines on appropriate accounts. Attend all sales meetings as required. Collect premiums per established agency procedures. Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses. Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service provided to the client. Promote agency and insurance industry in the community. Obtain required continuing education credits. Maintain professional accreditation necessary to meet agency standards. Participate in continuing education programs when available. Build and maintain a favorable and professional work relationship with other staff members. Adhere to established employee manual policies and guidelines. Promptly report all E&O claims and potential E&O claims. Maintain confidentiality in all aspects of client, staff and agency information. Perform other duties and projects as assigned. Requirements: College degree preferred, high school diploma or equivalent required. Proven ability to pursue and close sales. Knowledge of insurance products. 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. Experience and knowledge of Microsoft Office Programs. Experience with Vertafore a plus. Valid driver's license and acceptable driving record. Ability to communicate with and work with diverse types of individuals and groups. 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. The annual salary range is $100,000-$250,000 negotiable and based on commission. 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: 00 Yearly Salary PI69c99b1a5-