Marshall+Sterling is a 100% employee-owned company committed to empowering clients to manage risk effectively. The Assistant Account Manager supports the Employee Benefits team by acting as a key contact for clients, managing benefit plan administration, and enhancing client relationships.

Responsibilities

• 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

Skills

• 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

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